User Roles explained

Updated 1 week ago by Joost Rijlaarsdam

In Web1on1 we distinguish 5 users roles each of them with their own permissions and rights.

  1. Guest
  2. Agent
  3. Supervisor
  4. Admin
  5. Owner

This is what that looks like in Web1on1 > Configuration > Users

Web1on1 Add user - manage users

Below the role capabilities are explained in detail. Prefer to see a matrix? Click here

Guest user

  • Can self register with a whitelisted email address
  • Can Read conversations
Web1on1 Guest view

Guest users have free access to Web1on1

Agent

Everything a Guest user can plus:

  • Accept / Join conversations from channels
  • Send and receive message across touchpoints
  • Create new conversations / new contacts
  • Create and Submit Results
  • Search knowlegde base
  • Start / participate in team conversations

Agent user is a paid user license

Supervisor

Everything an Agent can plus:

  • Manage users
  • Manage Knowledge Base
  • Access Dashboarding / Reports
  • Access Conversation Archive
  • Access Realtime Conversation flow

Supervisor user is a paid user license

Admin users

Everything an Agent can do plus:

  • Configure organisations
  • Manage integrations
  • Manage Channels
  • Manage Forms (flexible business cases)
  • Manage Inbound and Outbound routing rules
  • Create / manage Webhooks

Admin user is a paid user license

Owner users

Everything an Admin can do plus:

  • Register on behalf of an Organisation
  • Sign DPA
  • Manage Payments / Billing account

Owner user is a paid user license

Roles / Rights matrix

Feature

Guest

Agent

Supervisor

Admin

Owner

Subscription role

free

paid

paid

paid

paid

Self register

v

v

v

Read conversations

v

v

v

v

v

Read and write conversations

v

v

v

v

All W_ Messenger console features

v

v

v

v

Manage users

v

v

v

Manage Knowledge base

v

v

v

Access Dashboards

v

v

v

Access conversations archive

v

v

v

Access Realtime conversation flow

v

v

v

Configure Sub organisations

v

v

Manage integrations

v

v

Manage Channels

v

v

Manage Forms (flexible business cases)

v

v

Manage Inbound and Outbound routing rules

v

v

Create / manage Webhooks

v

v

Register on behalf of an Organisation

v

Sign DPA

v

Manage Payments / Billing account

v

FAQs

Q: Can existing users be moved to different roles dynamically?

A: Yes, that will work just fine.


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