Overview
Through Roles & Permissions Setting, you can create different roles and allow specific permissions to them. Then, use Roles to create Team members and provide them control as per allowed permissions. This is useful to give team members limited control over the Rum Work platform and its options.
To access this particular setting, go to Settings and then click Roles & Permissions.
Create a Role
At Roles & Permissions, click the Create Role button.
Then, define the name of the Role and click Save.
Assign Permission
Once you’ve created a Role, you’d find it in the tab. Then, to assign permissions, click the checkbox next to permission.
Or select them all by checking the Bulk box. There are a total of 34 permissions you can assign to a role.
| Permissions |
|---|
| 1. Manage Quick Replies |
| 2. Manage FAQ |
| 3. Manage Attachment |
| 4. Manage Knowledge |
| 5. Manage Departments |
| 6. Rest API |
| 7. Manage Self Account |
| 8. Edit Tickets |
| 9. Manage Campaigns |
| 10. Manage Channels |
| 11. Manage Assigned Channels |
| 12. Manage Tickets |
| 13. Manage Custom Fields |
| 14. Manage Service Integrations |
| 15. Manage Settings |
| 16. Chat Customers |
| 17. Manage All Chats |
| 18. Manage All Tickets |
| 19. Manage Automation Rules |
| 20. Manage Recurring Events |
| 21. Manage Contacts |
| 22. Manage Follow Ups |
| 23. Manage All Follow Ups |
| 24. Can See Contact Basic Profile |
| 25. Manage User Roles |
| 26. Manage Teams |
| 27. Manage Message Template |
| 28. Manage Drip Campaign |
| 29. Manage Messages |
| 30. Manage Todo |
| 31. Create a Manual Payment Link |
| 32. Manage Chat Commerce Store |
| 33. Manage Notes |
| 34. Delete Notes |
Editing a Role
Click the Menu (three vertical dots) icon to edit a Role, then select Edit.
It will allow you to change the name. Once edited, click Save.
Delete a Role
Click the Menu (three vertical dots) icon to delete a Role, then select Delete.
Then click the Confirm button to finalize deleting.
