Role Settings and Permission Assignment

In MsgBox, you can achieve unified permission management for team members by creating custom "Roles" and assigning specific functional permissions.

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How to Create a Role?

1. Enter Role Management Go to the Settings > Roles page.

2. Add New Role Click the "Add Role" button.

3. Set Basic Information Enter a role name (e.g., Customer Service Specialist, Technical Support, etc.).

4. Configure Permissions In the "Permission Settings" section, check the corresponding operation permissions.

Default Basic Permissions Description

If no special settings are configured, the system will assign the following basic permissions to new roles:

• Inbox: Can only view and process conversations assigned to themselves.
• Contacts: Can only view and manage contacts they created.
• Tickets: Can only view and manage tickets they created.
• Canned Responses: Can view all content but can only edit/delete responses they created.
• Document Center: Can view all documents but can only delete documents they created.

5. Save Role After completing the settings, click "Save".

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How to Edit Role Permissions?

1. Go to the Settings > Roles page.
2. Click on the Role Name you want to modify in the list.
3. Re-check or uncheck permissions in the "Permission Settings" section.
4. Click "Save"; changes will take effect immediately for all users belonging to that role.

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How to Assign Roles to Users?

Administrators can specify a role when Inviting Users or change it at any time in user management.

Change the role of an existing user:

1. Enter User List Go to the Settings > Users page.

2. Locate User Find the target user in the directory, click the "Action" button on the right, and select "Edit".

3. Modify and Save Select the new role from the "Role" dropdown menu.

4. Click "Save" to complete the permission change.