How to Set Up User Roles and Permissions in ChatSyncs
A User Permission package controls what a team role can do in ChatSyncs — turn a feature on or off, then set whether that role can create, update, or delete it.
Control Panel → User Permission lists the permission packages (roles) you can assign to team members under How to Add and Manage Team Members. Each row shows its Package ID, Package/Role name, Type, Status (enabled/disabled), Price - USD, Validity - days, and whether it's the Default role. Click Create to define a new one.
The permission matrix#
Each permission package is built feature-by-feature. Turn a feature's toggle on to grant access to it at all, then check Create, Update, Delete, and/or Special to control what that role can do with it. Features include things like Bot AI Token, Chatbot Manager, Incoming Message to Webhook URL, Live Chat (and its Widget, Number Mask, Translator, and Advanced sub-permissions), Broadcast, WhatsApp - Carousel Template, and WhatsApp - Click Ads — the list continues with the rest of ChatSyncs' features.
For example, to give a support agent role access to handle live chats but not send broadcasts: turn Live Chat on with Create/Update checked, and leave Broadcast toggled off.
Frequently asked#
How do I stop a team member from sending broadcasts?
Edit their User Permission package and toggle Broadcast off (or leave its Create/Update/Delete/Special boxes unchecked) — they'll keep access to whatever else their role allows.
What's the difference between toggling a feature off and unchecking its Create/Update/Delete/Special boxes?
The toggle controls whether the role can access the feature at all. The Create/Update/Delete/Special checkboxes control which specific actions they can take within it once access is granted.
Where do I assign a permission package to a team member?
Permission packages are created here, then assigned to a user from How to Add and Manage Team Members.
Learn From a Use Case#
- Availability-Based Conversation Assignment — defines the shared Team Role that groups the rotating agents together.
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