Employees

This section discusses in detail the issue of creating new roles for project employees, delimiting access rights and assigning employees to them.

What is a role in MaviBot?

Several employees can work within the same project, each with their own assigned role.

A role is a set of rights that allows a user to view and modify different sections of an application.

By default, you can use three roles: Administrator, Editor, and Operator. The rights of these roles are not editable.

A user with Administrator or Project creator rights can create a new custom role.

According to the distribution of rights, the following can be noted:

Editor: Creating and editing funnels (customers have the ability to resend error messages). Create and edit transactions in CRM; create and edit tasks, lists, newsletters, and mini landing pages; have access to analytics.

Operator: Create and edit transactions in CRM; create and edit tasks, lists, newsletters, and mini landing pages; have access to analytics.

Custom or Configurable role: By default, only your clients are visible. There is no way to delete clients. It is possible to create a task and edit it. And the same goes for mailing lists.

Administrator: can do anything

There is also a "Project owner" role:

The Project owner has all administrative rights, and he cannot be removed from the project by other administrators. Also, he cannot change access rights in the project, but only he can assign another owner.

How to create a new role?

The Project owner or Administrator can create a "custom role" and then assign this role to other users (employees)

Any name can be set for the new role.

To create a role, go to the "Roles" tab:

The menu provides basic sections that can be configured when creating a role:

If access to any section is denied, it will no longer appear in the main menu, and you won’t be able to access it.

For example, the Operator role does not have access to the chatbot builder, AI assistant, online courses, or project settings.

There are 3 ways to configure sections: "Unavailable", "View only", "View and edit":

Unavailable means that access to viewing and editing the selected section is completely restricted.

View Only - This will only allow you to view the section, without the ability to make any changes.

Viewing and editing means full access to the section.

It is important to note that access to viewing or viewing/editing can be granted in the context of project sheets:

In the Analytics section, you can configure a custom role so that only certain tabs are available to the employee:

Tasks section

When the toggle switch is active “View other people's tasks” the user will be able to see not only their own tasks, but also tasks assigned to other users, as well as tasks without users (free tasks).

When the toggle switch is inactive “View other people's tasks” the user will only be able to see their own tasks. When the Task Editing toggle is active, the user will be able to edit and delete all available tasks.

Customers section

When the "Messages can be deleted" checkbox is active, the user will be able to delete messages in the bot's customer card.

When the checkbox is active “View other people's customers” the user will be able to see his customers and customers of other users.

When the checkbox is active “Viewing free customers” the user will be able to see his and free customers.

When the checkbox is active “Viewing the messenger ID” the user will be able to see the customer's messenger ID in the client's card.

When the "Customer interaction" checkbox is active, the user will be able to: write messages to customers, edit, delete correspondence, edit client data (photo, name, etc.), block or delete a customer, assign a customer to himself, transfer, move a customer.

If the "Customer Interaction" checkbox is inactive, actions aimed at communicating with the customer will not be available.

When the "Limit csv database upload" checkbox is active, the user will not be able to upload data.

Variables section

When the checkbox is active “Viewing customer variables” the user will be able to see customer variables:

The checkbox works the same way as “Viewing transaction variables.”

Activating/deactivating the display of variables affects the display of variables in other sections of the application.

How to change the project owner

To change the project owner, go to the project settings:

Only the current owner can reassign the project owner.

Then find the "Project Owner" line in the "Basic Settings" tab:

Click on the "Project Owner" line and select from the drop-down list the email of the employee who will be assigned as the owner of the project:

Then make sure to click "Done" at the bottom of the screen:

After that, the page will be updated and the former owner of the project will lose the line for changing the owner:

Assigning roles to a user (employee)

After creating a role, any project employee can be assigned to it. Depending on the permissions and access rights of the configured role, the user will be able to view only those sections of the application that were previously defined.

To assign a role to a newly added employee, select a role in the modal window:

You can also assign a role to a user who has already been added to the project by editing an employee's profile:

And select the required role:

Done!

Deleting roles

Before deleting the role you created, you need to undo its binding to employees: this is done in the same way as configuring roles for employees in their profile in the project.

Then go to the role card and click Delete.

Please note!

Deleting the role you created is not possible if it is assigned to one of the employees.

Automatization

Using the "Automation" tab in the "Employees" section, you can set up automatic distribution of clients in a project by added employees:

To enable lead auto-assignment, the "Enable" checkbox must be selected.

After activating the checkbox, the automatic distribution of clients by operators will start working in the project. And then you can select the following settings:

1. Working hours

A round-the-clock period can be selected for the operation of the distribution function, that is, continuous automatic distribution between operators:

Then you won't need to configure the time interval for the distribution to work.

You can also set the working hours by selecting the required intervals:

In the "Analytics" section (in the "Operators" tab), the "Average response time by day" statistics are taken into account only for the employee's working hours.

For more information about operator statistics, see the article "MaviBot Analytics".

1. Operators settings

This settings menu will help you choose how the automatic distribution of clients will be carried out, as well as add other necessary settings. For example, you can set that the client is not distributed among operators if the bot responds; remove the operator from the shift at the end of the working day, and so on. It always depends on the needs of your project.

Video tutorial "How to work with roles"