Permissions

Quick Overview

The Permissions page allows you to create custom roles (like "Frontdesk" or "Manager") and define exactly what actions those users are allowed to perform within the system.

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Managing Permission Groups

Create Group

1. Go to the Permissions tab.
2. Click the green + Add New Group Permission button in the top-right.

In the Add New Permission Group popup:

1. Group Name: Enter a name for the group (e.g., Frontdesk).
2. Initial Permissions: Check the boxes for the actions this group is allowed to perform.
3. Click the green Create Group button.

View Assigned Permissions

To see what a group is allowed to do:

• Click the Down Arrow next to any permission group card to expand its list of active permissions.

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Explaining the Permissions

Here are the specific permissions you can assign to a group and what they allow:

Permission Name	What it Allows
Contact View	View the contact list and contact details.
Contact Create	Add new contacts to the system.
Contact Edit	Edit or update contact information.
Contact Delete	Delete contacts from the contact list.
Connection View	View available system/WhatsApp connections.
Connection Edit	Edit connection settings.
Connection Delete	Delete connections.
Tickets Manager Show Same Queues In Working Tab	View tickets from the same queue in the Working On tab.
Tickets Manager Show Same Queues In Queue Tab	View tickets from the same queue in the Queue tab.
Report Log View	View system reports and activity logs.