What each role can do
The five roles and what each one can see and change.
| Can… | Owner | Admin | Editor | Staff | Viewer |
|---|---|---|---|---|---|
| See Home, insights and usage | ✓ | ✓ | ✓ | ✓ | ✓ |
| Read conversations | ✓ | ✓ | ✓ | ✓ | |
| Work enquiries (contact, assign, record outcomes) | ✓ | ✓ | ✓ | ✓ | |
| Edit knowledge, FAQs and assistant settings; publish | ✓ | ✓ | ✓ | ||
| Set up enquiry forms and alert emails | ✓ | ✓ | |||
| Manage sites and domains; install the widget | ✓ | ✓ | |||
| Invite people and change roles | ✓ | ✓ | |||
| Export enquiries | ✓ | ✓ | |||
| Choose a plan, payments, give notice | ✓ |
Only owners can make someone an owner or change an owner's role. An organisation always has at least one owner.
Related
Was this page helpful?