HELP FILE

Setting permissions (Permission Groups)

Permission Groups allow you to define the features, functionality and folders an operator can access. Once you have created a Permission Group definition, you can then associate an operator with the group. An operator's permissions are dependent on the rights and restrictions set for the Permission Group. By default an Operator's permissions are set to unlimited.

  1. From the main menu of the operator client, go to Setup > Account Setup. The Account Setup window is displayed.
  2. On the left menu of the Account Setup window, click General > Permission Groups.
  3. To adapt recommended permissions for common roles, choose a permission package and click Copy:
    • Administrator
    • Operator

    Edit the permissions as required.

  4. To create a custom permission group, click New. The New Permission Group window is displayed.
  5. On the Account tab you can set the following permissions:
    Option Description
    Can Access Billing Allow group members to view billing and other account information at my.boldchat.com.
    Can Generate Chat Button HTML Allow group members to generate chat button HTML from the Setup menu.
    Can Generate Visitor Monitoring HTML Allow group members to generate Visitor Monitoring HTML from the Setup menu.
    Can Generate Conversion Tracking HTML Allow group members to generate Conversion Tracking HTML from the Setup menu.
    Can Setup Rules Engines Allow group members to set up rules for managing incoming chats or visits at Setup > Rules
    Can Modify Folders Allow group members to create and edit folders for Chats, Visitors, Conversions, Reports, etc.
    Can Access Chat ACD Settings Allow group members to work with settings that automatically activate chats (Automatic Chat Distribution).
    Can Log Off/Away Another Operator Allow group members to change other operators' status.
    Can Have Plugins Enabled  
    Can Replace Canned Messages  
    Can Use Personal Canned Messages Allow group members to manage canned messages under Setup > My Canned Messages Setup
    Can Access General Account Settings Allow group members to change settings under Setup > General Account Settings
    Can Access Login Control Settings Allow group members to change settings under Setup > Login Control Settings
    Can Access Data Retention Settings Allow group members to change settings under Setup > Data Retention (Enterprise only)
    Can View/Undelete from Recycle Bin Allow group members to manage the BoldChat recycle bin under View > Recylce Bin

    Enterprise and Premier subscribers may see additional permissions.

  6. On the Actions tab, set permissions controlling group members' use of specific features within the following major feature sets:
    • ActiveAssist
    • Chats
    • Reports
    • Visitors
  7. On the Setup tab, set permissions controlling group members' ability to set up entities in the following categories:
    • ActiveAssist (cobrowse bookmarks)
    • Chats (canned messages, categories, custom fields, chat buttons, etc.)
    • General (departments, operators, permission groups, etc.)
    • Invitations (auto-invite rulesets, custom chat invitations)
    • Visitors (Conversion Codes)

    Enterprise and Premier subscribers may see additional permissions.

  8. On the Folders tab, set permissions controlling group members' ability to manage folders for the following:
    • ActiveAssist
    • Chats
    • Reports
    • Visitors

    Enterprise and Premier subscribers may see additional permissions.

  9. On the Departments tab, control group members' ability to see operators and departments outside of their own.
    • Not Visible. Members can neither see nor transfer items to the department and its operators.
    • Department Visible. Members can see and transfer items to the department, but not its operators.
    • Operators Visible. Members can see and transfer items to the department and its operators.
  10. Save your changes.