NetHunt integrations allow us to connect popular messengers and chatbots to the CRM system in order to conveniently communicate directly in the CRM interface. But there are cases when we need to differentiate between our team's access to a particular messenger, chatbot, Instagram business page, so that certain users can, for example, only read a certain chat and not be able to respond to it, or vice versa.
General role permissions for Chats section
In the role permissions management, you can choose what kind of access to the section the role as a whole will have. There are currently three options available:
Access chats - this setting enables or disables the section for the role.
Connect new Business chats - this setting allows the role to independently connect business chats or pages to the section.
Connect new Personal chats - this setting allows the role to independently connect personal messengers to the section
If these settings are enabled for a role, then the user in this role can have access and permissions to connect messengers. If any of the settings is disabled, the role will not have this permission. This distribution allows you to flexibly configure the required access levels for users. For example, “role 1” has only access to the chats section, but does not have the ability to independently connect new integrations. And a separate “role 2” can have both access to the chats section and the ability to connect new integrations.
Individual messenger settings
In addition to setting up general permissions for the Chats section, you can also configure access levels for each connected messenger or business page separately. To do this, open the Chats section in the settings:
Each connected chat offers the possibility of personalized customization, where you can define roles and access levels separately for each user, creating a unique space for communication:
There are currently three options for personalizing your chat settings:
Full access
Read-write
Read-only
💡 For ease of use, each parameter has notes that fully describe its capabilities and limitations:
To add a role or a specific user to the chat settings, select the “+” next to the desired permission:
Roles and users on the same chat can have different access levels:
This feature provides precise control over access to chats, allowing you to flexibly configure permissions for each user individually or for the entire role and all users added to it.
❗️ Note:
1. The workspace Admin has full access to the Chats section by default, as well as full access to all connected messengers and all connected business pages.
2. Granting a user or role access to the chat does not imply direct personal interaction. Replies to messages are sent on behalf of the business page or on behalf of the connected personal messenger.
Haven’t found the answers you’re looking for? Ask our Users Community.