Members

Members

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.



ach "OCP account" is to be seen as a person/user. Members are all the people that have limited or full access to the workspace. There are 5 types of roles, Owner, Admin and Member, Live Chat Agent, Live Chat Supervisor.

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


(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.

If the new member is already an OCP user, he/she can accept the invitation in the OCP notification center (the bell icon in the upper right corner, see 2 screenshots below).

If the new member is not an OCP 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

(OCP partner plan Only) For each member, you can define the access to different section/feature of the workspace.

This feature will give you the maximum flexibility to grant the appropriate access to any of your team members.

You can have more fine control of the access for your team member.


Here is a complete list of the permission you can grant for every member:

  • Navbar - Create Workspace

  • Nav bar - Live Chat

  • Upload Files

  • Omni- Channel

  • Agent Group Chat

  • Bots

  • Analytics

  • Template Store

  • Integrations

  • Mini-Apps

  • Ecommerce

  • My Content - My Mini-Apps

  • My Content - My Bot Templates

  • My Content - Email Templates

  • Workspace Settings

  • Custom Menus

  • Whitelabel Settings

  • Bot - Flows

  • Bot - Analytics

  • Bot - Live Chat

  • Bot - Bot Users

  • Bot - Boards

  • Bot - Contents

  • Bot - Tools

  • Bot - Broadcasts

  • Bot - Settings

  • Bot - WebChat Widget

Please note, this feature is only available for OCP Partner Plan users - it’s a paid add-on (one time purchase).

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