# Roles

It let you define and manage various roles, each with different levels of access and capabilities.

{% hint style="info" %}
This feature is not available for Pro Plan users. 
{% endhint %}

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## **Purpose of Roles**

Roles in BizMagnets allow administrators to:

1. **Control Access**: Assign specific permissions to users based on their roles. For example, only certain roles might have access to send bulk messages, create campaigns, or view customer data.
2. **Streamline Workflow**: Divide responsibilities among team members (e.g., marketing, support, admin) based on their roles.
3. **Enhance Security**: Restrict access to sensitive features or data by limiting permissions to authorized roles only.

## **Common Roles and Their Possible Functions**

1. **MEMBER**: Likely a default role with basic permissions, such as accessing general features but&#x20;
2. **OWNER**: Typically the highest role with full permissions, including managing roles, viewing all data, and performing administrative actions.
3. **ADMIN**: A high-level role with permissions similar to the owner but might lack a few critical controls like transferring ownership.

## **Creating a Role in BizMagnets**

1. Navigate to the 'Roles' tab in BizMagnets dashboard under the Members section in the Settings.
2. Click on '+ Add Role' button.

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3. Enter a descriptive name for the role (e.g., "Sales Manager," "Support Agent").
4. Provide a short description of what this role is for (e.g., "Handles sales-related tasks").
5. Toggle the switches for permissions you want to enable for this role:

* **Mobile Number Masking**: Enable this if the role should hide mobile numbers in the system.
* **Sales Inbox**:
  * **Can view conversations**: Allow the role to access sales-related conversations.
  * **Can manage all conversations**: Permit the role to manage or respond to conversations.
* **Support Inbox**:
  * **Can view conversations**: Allow access to support-related conversations.
  * **Can manage all conversations**: Grant permission to manage support conversations.
* **Contacts:**
  * **Can view and update contact list**: Enable if the role needs to access and update existing contacts but not perform full management functions.
  * **Can manage contact list**: Enable to grant full control over the contact list, including adding, deleting, and updating contacts.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FjAQ6LNyEbR4rW0AEZCJX%2FScreenshot%202024-12-31%20154737.png?alt=media&#x26;token=ec43dbb1-4a82-407a-b412-9d6120a73633" alt=""><figcaption></figcaption></figure>

* **Campaign:**
  * **Can view campaigns and analytics**: Enable if the role needs to view campaign details and analytics but cannot make changes or schedule campaigns.
  * **Can add, view, schedule, and manage campaigns**: Enable to allow creating, editing, scheduling, and managing campaigns.
* **Sequence:**
  * **Can view sequences**: Enable if the role only needs to view sequences without modifying them.
  * **Can manage sequences**: Enableto grant full permissions for creating, editing, and managing sequences.
* **Bot Flows:**
  * **Can view bots**: Enable to allow viewing bot flows without making modifications.
  * **Can manage bots**: Enable to allow creating, editing, and deleting bot flows.
* **WhatsApp Templates:**
  * **Can view WhatsApp templates**: Enable for roles that need access to view existing templates only.
  * **Can manage WhatsApp templates**: Enable to allow creating, editing, and managing templates.
* **WhatsApp Flows:**
  * **Can view WhatsApp flows**: Enable to view WhatsApp flow configurations.
  * **Can manage WhatsApp flows**: Enable for creating and managing WhatsApp flows.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJ3geNCMIlQuANRlabb2x%2FScreenshot%202024-12-31%20154759.png?alt=media&#x26;token=b8522ea1-3bcb-4284-be8c-17e35589e2d8" alt=""><figcaption></figcaption></figure>

* **WhatsApp Channels:**
  * **Can view WhatsApp channels**: Enable to allow viewing existing WhatsApp channel configurations.
  * **Can manage WhatsApp channels**: Enable to permit adding and managing WhatsApp channels.
* **WhatsApp OTP:**
  * **Can view WhatsApp OTP**: Enable to allow viewing OTP-related configurations.
  * **Can manage WhatsApp OTP**: Enable to allow modifying OTP settings and integrations.
* **Tags:**
  * **Can view tags**: Enable to allow viewing tags.
  * **Can manage tags**: Enable to allow adding, editing, or deleting tags.
* **Quick Replies:**
  * **Can view quick replies**: Enable this toggle to allow viewing preset quick replies.
  * **Can manage quick replies**: Enable to allow adding, editing, or managing quick replies.
* **Automation:**
  * **Can view automation**: Enable to allow viewing automation workflows.
  * **Can manage automation**: Enable to allow creating, editing, and managing automation workflows.
* **Integration:**
  * **Can view integrations**:  Enable this toggle to allow viewing existing integrations.
  * **Can manage integrations**:  Enable to allow configuring, updating, or removing integrations

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FpsySgrv0Iz9eMLWpK9Df%2FScreenshot%202024-12-31%20154821.png?alt=media&#x26;token=ee8e3f8d-8b4e-4555-b81d-228236a5bd1b" alt=""><figcaption></figcaption></figure>

* **Analytics:**
  * **Can view analytics and report**: Enable to allow viewing reports and analytics dashboards.
  * **Can manage analytics and report**: Enable to allow generating and managing custom reports.
* **Commerce:**
  * **Can view orders**: Enable this toggle to allow viewing all order-related information.
  * **Can view catalogue**: Enable this toggle to allow viewing product catalogs.
  * **Can view payments**: Enable this toggle to allow viewing payment transactions.
  * **Can view and manage orders**: Enable to allow full control over order management (adding, editing, deleting).
  * **Can create and manage catalogue**: Enable to allow creating and managing product catalogs.
  * **Can create, view, and manage payments**: Enable to allow configuring, viewing, and managing payment settings and transactions.
* **CTWA**&#x20;
  * **Can view CTWAs**: Enable this toggle to allow viewing Click to WhatsApp Ad configurations.
  * **Can manage CTWAs**: Enable to allow creating, editing, and managing CTWA configurations.
* **Ticketing:**
  * **Can view tickets and analytics**: Enable to allow viewing tickets and related analytics reports.
  * **Can manage tickets and analytics**: Enable to allow assigning, resolving, and configuring ticket settings and analytics.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FNuJ2ATP1ENr6uNDM9Afl%2FScreenshot%202024-12-31%20154834.png?alt=media&#x26;token=d7915c37-e003-4f69-98ad-023a5915f411" alt=""><figcaption></figcaption></figure>

* **Appointment:**
  * **Can view appointments configuration and booked appointments**: Enable to allow viewing appointment settings and scheduled appointments.
  * **Can manage appointments configuration and booked appointments**: Enable to allow creating, editing, and managing appointment configurations and bookings.
* **Member, Teams & Roles:**
  * **Can view member, teams and roles**: Enable to allow viewing team members and their roles.
  * **Can manage member, teams and roles**: Enable to allow adding, editing, and managing members, teams, and their respective roles.
* **Knowledge Base:**
  * **Can view knowledge base**: Enable to allow viewing knowledge base articles and FAQs.
  * **Can manage knowledge base**: Enable to allow creating, editing, and managing the knowledge base content.
* **Developer Modules:**
  * **Can view webhooks and API keys**: Enable to allow viewing API keys and webhook configurations.
  * **Can manage webhooks and API keys**: Enable to allow creating, editing, and managing webhooks and API keys.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWOKrcndDwWPdgpxHiEgx%2FScreenshot%202024-12-31%20161830.png?alt=media&#x26;token=81d292d1-d716-406a-b5d3-e8a61a9c0b2b" alt=""><figcaption></figcaption></figure>

* **Field Force Tracking:**
  * **Can view field force tracking**: Enable to allow viewing location tracking and geo-fencing configurations for field teams.
  * **Can manage field force tracking**: Enable this toggle to allow configuring and managing location tracking and geo-fencing rules for field teams.

6. If you want to enable all permissions for this role, use the 'Enable Al&#x6C;**'** option at the top.
7. Once all details and permissions are set, click the 'Creat&#x65;**'** button to save the role.
8. The role will now appear in the roles list, where you can edit or delete it as needed.

## **Implementation with WhatsApp API**

Using roles with the WhatsApp API can help streamline tasks like:

* Assigning a role to handle **customer queries** using the chatbot.
* Allowing specific roles to manage **campaigns** or send **bulk messages**.
* Limiting access to sensitive settings like **number masking** or **CRM integrations**.

{% hint style="info" %}

#### **Note**:

Any new features added in the future will have their permissions disabled by default, but you can enable them by editing the role settings.
{% endhint %}

This approach ensures fine-grained control over user access and helps manage team responsibilities effectively.