Access Levels

There are four levels of access each with a varying degree of access to Space.

There are three user roles on the ISMessenger platform. Different user roles have different levels of access to the space they have been invited to. The following are the roles available on the platform :

• Owner

• Manager

• Agent

Assign roles to users wisely in order to protect your space. Roles allow you to limit the level access of each collaborator that you invite to your space.

User Roles in Detail

The table below outlines the access level of each role.

	Owner	Manager	Agent
Dashboard	✅	✅	❌
Contacts	✅	✅	❌
Messages	✅	✅	✅
Snippets	✅	✅	❌
Broadcast	✅	✅	❌
Survey	✅	✅	❌
Automation	✅	✅	❌
Files	✅	✅	❌
Reports	✅	✅	❌
Settings	✅	⭕	❌
-- General Settings	✅	⭕	❌
-- Channels	✅	⭕	❌
-- Users	✅	⭕	❌
-- Teams	✅	⭕	❌
-- Custom Fields	✅	⭕	❌
-- Integrations	✅	⭕	❌
-- Away Message	✅	⭕	❌
-- Automatic Assignment	✅	⭕	❌
-- Data Export	✅	⭕	❌
User Profile	✅	✅	✅
Notification Preferences	✅	✅	✅

Owner

Owner is a user access level that has access to all the modules of the platform except for billing. Owners can be invited to the space by the Owners of the Space.

As an Owner,

✅Have access to all modules ✅Manage space settings ✅Invite Owners, Managers and Agents to the space to collaborate ✅Manage users

Manager

Managers are invited to work on the space by Owners.

As a Manager,

✅Have access to all modules ✅Restricted accessibility to Space Settings ✅Manage Space Settings ✅Invite Agents to the space to collaborate ✖️Manage users of other access levels besides Agent ✖️Delete channels, integrations, teams and customer fields

Advanced Restrictions

The following are the list of restrictions that are applicable to Managers ⭕Access to Space Settings - Managers with this restriction are not allowed to access the Space Settings. Therefore, they won't be able to manage or make changes to the space settings. ⭕Contact Deletion - Managers with this restriction are not allowed to delete contacts ⭕Data Export - Managers with this restriction are not allowed to perform any data export from any modules in the space

Agent

Agents are expected to respond to messages on the platform and this role is limited to managing the space settings.

As an Agent,

✅Have access to Messages Module only ✖️Manage Automation, Snippets, Broadcasts and Files ✖️Manage users of any access levels ✖️Access or Manage Space Settings

Advanced Restrictions

The following are the list of restrictions that are applicable to Agents ⭕Contact Visibility - View contact assigned to his team and himself Agents with this restriction can only view contacts that are assigned to himself and his team. The agent won't be able to view unassigned contacts and contacts that assigned to someone else who is not in his team. - View contact assigned to him only Agents with this restriction can only view contacts assigned to him only. The agent won't be able to view unassigned contacts and contacts that assigned to someone else.

For agents with the above restriction, the contact views are still accessible by them but they may not see the same contact count as others if the view has contacts they cannot access. The contact view will only list the contacts they are restricted to.

⭕Restrict Shortcut Visibility Agents with this restriction cannot see the Shortcuts button in the messaging module. Hence, agents cannot initiate a Shortcut.