Roles

Roles are typically used to manage user permissions and access within a system that integrates with BizMagnets.

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

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

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.

1. Enter a descriptive name for the role (e.g., "Sales Manager," "Support Agent").

2. Provide a short description of what this role is for (e.g., "Handles sales-related tasks").

3. 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.

• 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.

• 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

• 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

  • 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.

• 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.

• 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.

1. If you want to enable all permissions for this role, use the 'Enable All' option at the top.

2. Once all details and permissions are set, click the 'Create' button to save the role.

3. 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.

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.

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