Roles & Permissions

Create and manage custom user roles and permissions in Proto AICX.


Assigning Roles & Permissions

Roles are assigned to users in Users settings.

Permissions are applied to custom roles. Create a new role for each permission set you wish to assign.


Admin Role

The only preset role in Proto AICX is the "admin" role with these characteristics:

  • Has every permission granted

  • Is assigned to the company's creator by default

  • Can be assigned to multiple users in the company

  • Must be assigned to at least one user at all times

  • Cannot be modified

  • Cannot be deleted


Custom Roles

Every non-admin role is a custom role, unique to your company.

To generate and manage non-admin roles, select Roles & Permissions from the settings panel for all applicable options.

Create

Select Create Role to open the role settings panel with these options:

  • Name

  • Description (optional)

  • Role Type — can only be set when creating role, and determines which permission set gets applied:

    • Company — for general permissions

    • Team — for permissions given to live representatives within a team

  • Permissions — at least one must be selected.

Press Save to confirm the role.


Configure

In the Roles table, select an existing role to open its settings panel.

The Name, Description, and Permissions can be modified, but not the Role Type.

All settings for the default "admin" role can be viewed but not modified.


Delete

Custom roles can be deleted when they are not assigned to any users.

  1. In Users settings, ensure nobody has the role(s) currently assigned

  2. In Roles & Permissions, select the role(s) by their checkbox.

  3. Press Delete Role and confirm the action.


Permissions

Proto AICX offers dozens of granular permissions that can be assigned to a custom role. The role's Company or Team Role Type chosen during role creation determines the permissions available:

Permission
Company
Team

Company

Manage workspace

Manage sub-companies

Manage user roles & permissions

Manage users

Manage teams

Billing

Manage billing

View billing

Sub-Company

Manage ban rules & reasons

View ban rules & reasons

Manage tags & tag groups

View tags & tag groups

Manage email template alerts & domains

View email template alerts & domains

Manage canned replies

View canned replies

Manage profile iFrame

View all exports

AI Assistants

Manage AI assistants

View AI assistants

Livechats

View all livechats

View livechats assigned to their teams

View livechats assigned to them

Manage all livechats

Manage livechats assigned to their teams

Manage livechats assigned to them

Export all livechats

Export livechats assigned to their teams

Export livechats assigned to them

Download all livechat exports

Download livechat exports initiated by their teams

Download livechat exports initiated by them

Transfer and takeover livechats they manage

Tickets

View all tickets

View tickets assigned to their teams

View tickets assigned to them

Manage all tickets

Manage tickets assigned to their teams

Manage tickets assigned to them

Export all tickets

Export tickets assigned to their teams

Export tickets assigned to them

Download all ticket exports

Download ticket exports initiated by their teams

Download ticket exports initiated by them

Transfer and takeover tickets they manage

People

Manage all people

View all people

Analytics

Manage Winnow iFrame

View Winnow iFrame

AICX Add-Ons

Manage IP allowlist

View IP allowlist

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