Page Comparison

5 Different member roles

The owner can only Invite, Delete, or edit the Role of the Member, to invite a new member with his/her email address and role setting.

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The first user who creates the workspace becomes the only owner of the workspace.

Live Chat Agent has limited access to the account.

A member can

• Access only the live chat

Live Chat Agent Supervisor has limited access to the account.

A member can

• Access only the live chat

• Manage all the live chat agent conversations

Member has limited access to the account.

A member can

• View and edit all flows

• View analytics

Admin has limited access to the account.

An admin can

• Have all features with Member

• Manage channel connections (add numbers, agents, connect pages, etc)

• Manage all integrations

• Manage the ecommerce system

• Manage templates

• Manage mini-apps

Owner has full access to the workspace.

Owner can

• Have all features with Admin

• Manage workspace profile

• Manage members in the workspace (invite, delete, edit role)

• Manage subscription and payment

Invite, Delete & Edit Role of Member

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(Owner Only) Follow steps 1, 2 and 3 in the above screenshot to send out an invitation to a new member with his/her email address and role setting.

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If the new member is not an UChat user yet, the invitation email will contain a link to set up a new password. Once set up, the member can then also log into the workspace with their own login details.

Eidt Role of Members

(Owner Only) You can assign a role at the time you invite new members or edit it later on the member page. Click on the gear icon to change the role of a member.

Add permission control for each different member

(UChat partner plan Only)