Roles & Permission

Managing Roles & Permissions in Azeer: A Comprehensive Guide

Reading Time: 5 Min

Introduction

In Azeer, user roles and permissions define the level of access individuals have within the platform. Assigning appropriate roles ensures your team operates efficiently while maintaining the security of sensitive data. This guide outlines each role's responsibilities and the actions they can perform. Let’s dive into the details! 🔑

🎭 Role Descriptions

• View: Provides read-only access for monitoring or auditing purposes.
• Agent: Handles customer interactions with restricted permissions.
• Super Agent: Manages customer interactions with enhanced permissions.
• Finance: Manages billing and subscription-related tasks.
• Developer: Handles technical configurations and API integrations.
• Admin (Owner): Unrestricted access to all platform features, including user and settings management.

📋 Permissions Table

Modules	View	Agent	Super Agent	Finance	Developer	Admin (Owner)
Contacts	❌ Create Contact ❌ Update Contact ❌ Delete Contact ❌ Send Message to Contact ❌ Import/Export Contact ❌ Activities	❌ Import/Export Contact ❌ Activities ❌ Archive Contact	❌ Import/Export Contact ✅ Activities ❌ Archive Contact	❌ Create Contact ❌ Update Contact ❌ Delete Contact ❌ Send Message to Contact ❌ Import/Export Contact ❌ Activities	❌ Create Contact ❌ Update Contact ❌ Delete Contact ❌ Send Message to Contact ❌ Import/Export Contact ❌ Activities	✅ Create Contact ✅ Update Contact ✅ Send Message to Contact ✅ Import/Export Contact ✅ Activities
Channels	❌ View	❌ View	✅ FULL	❌ No Access	✅ FULL	✅ FULL
Webhooks & APIs	❌ View	❌ View	✅ FULL	❌ No Access	✅ FULL	✅ FULL
Account Settings	✅ FULL	✅ FULL	✅ FULL	✅ FULL	✅ Profile ✅ Language Switch ✅ Logout	✅ FULL
Billing and Subscription	❌ View	❌ No Access	❌ No Access	✅ FULL	❌ No Access	✅ FULL
Analytics	❌ No Access	❌ No Access	❌ Download Reports	❌ No Access	❌ No Access	✅ FULL
Search	❌ Assign Chat ❌ Mass Operation ❌Read/Unread Chat	❌ Assign Chat ❌ Mass Operation	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Chat	❌ View As ❌ Inbox ❌ Assigned to Me ✅ Mentions ✅ Chat Queue ❌ Unanswered ❌ New Chat	❌ View As ✅ Assigned to Me ✅ Mentions ✅ Chat Queue ❌ Export Chat	❌ Export Chat	❌ No Access	❌ No Access	✅ FULL
Media Library	❌ Upload Media	✅ FULL	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Broadcast	❌ New/Edit	❌ New/Edit	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Templates	❌ Submit/Duplicate/Delete	❌ Submit/Duplicate/Delete	✅ FULL	❌ No Access	✅ FULL	✅ FULL
Quick Replies	❌ Create/Edit/Delete	❌ Edit/Delete (Self Only)	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Rules	❌ New/Edit/Disable/Delete	❌ New/Edit/Disable/Delete	✅ FULL	❌ No Access	✅ FULL	✅ FULL
Greetings/Away	❌ Edit Working Hours/Greetings	❌ Edit Working Hours/Greetings	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Custom Attributes	❌ Add/Edit/Delete	❌ Add/Edit/Delete	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Tags	❌ Add/Edit/Delete	✅ FULL	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Knowledge Base	❌ Create/Edit/Delete/Train	❌ Create/Edit/Delete/Train	✅ FULL	❌ No Access	✅ FULL	✅ FULL
WhatsApp Flow	❌ Create/Publish/Edit	❌ Create/Publish/Edit	✅ FULL	❌ No Access	✅ FULL	✅ FULL
External Apps	❌ Edit/View	❌ Edit/View	❌ Edit ✅ View	❌ No Access	✅ FULL	✅ FULL
Workspace Profile	❌ View/Update	❌ Update	❌ Update	❌ No Access	❌ Update	✅ FULL
Users	❌ Add/Edit/Revoke	❌ Add/Edit/Revoke	❌ Revoke	❌ No Access	❌ No Access	✅ FULL
Teams	❌ Add/Edit/Delete	❌ Add/Edit/Delete	✅ FULL	❌ No Access	❌ No Access	✅ FULL
Message Logs	❌ View	❌ Export Logs	❌ Export Logs	❌ No Access	✅ FULL	✅ FULL
Bot Builder	❌ View	❌ View	❌ View	❌ No Access	❌ No Access	✅ FULL

🔒 Best Practices for Role Assignment

• Assign the View role for auditing or monitoring purposes without allowing edits.
• Use the Agent role for customer-facing responsibilities.
• Assign Super Agent roles to team leaders managing workflows.
• Grant Finance access to users handling billing and subscriptions.
• Use Developer roles for API integrations and technical tasks.
• Reserve Admin (Owner) roles for managing platform-wide operations.
  

🛠 How to Manage Roles & Permissions

1. Navigate to User Management

   • Go to the "Settings" section in your Azeer dashboard.
   • Select "Agents."

2. Assign a Role

   • Choose the team member you wish to assign a role to.
   • Select the appropriate role based on their responsibilities.

3. Modify Permissions (Admin Only)

   • As an Admin, you can customize permissions for specific roles under advanced settings.

4. Review Permissions Regularly

   • Regularly audit roles and permissions to ensure proper access levels are maintained.
     

📌 Conclusion

The inclusion of the "View" role in Azeer provides greater control over data access and team operations. By carefully assigning roles, you can streamline workflows, enhance collaboration, and protect sensitive data. Start managing roles effectively to empower your team today! 🌟

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