On the "Roles and Access" page, you can add, edit, or delete dashboard users' profiles.
Features | Description | Screenshots |
|---|---|---|
Navigate to “Roles and Access“ in the main menu | Click the “Roles and Access“ tab of the main menu. |  |
Add user | Click “Add user.” |  |
Enter an email address. This email the new user will use to log in to this dashboard. Click “Done.“ |  | |
Roles | Select the role: If you select an "Operator," a user will have access to the Dashboard and Clients pages. This role is able to see the personal data of clients interacting with this service. If you select the "Manager" role, a user will have access to the Dashboard, Clients, Schemas, Interactions, Custom profiles, Extensions and the Service info pages. This role is able to see the personal data of clients interacting with this service. If the "Configurator" role has been selected, the user will have access to Schemas, Interactions, Custom Profiles, Extensions, Extension Editor and Service info pages. This role is NOT able to see the personal data of clients interacting with this service. If the "Admin" role has been selected, a user will get access to all the available tabs: Dashboard, Clients, Schemas, Interactions, Custom profiles, Roles & Access, Extension Editor, Extensions, Keys, and Service info pages. This role is able to see the personal data of clients interacting with this service. |  |
Search | You can search user by their login (email). Enter the user’s email to the search bar and click “Enter“ on your keyboard. | |
Edit roles and access Delete dashboard user | To edit user’s access, click on the user’s name, and, on the new page make the necessary changes. Click the “Delete” button on the “Roles and Access“ page in the line with the chosen dashboard user login and confirm it on the pop-up window. |  |
Features | Description | Screenshots |
|---|---|---|
To manage access to your dashboard, click the “Roles and Access“ tab. | ||
Add user | Click the “Add user” button. The “Add user“ page will appear. |  |
Fill in the login, password, and e-mail address (optional) for a new dashboard user. If necessary, the account password can be recovered only using the specified e-mail address. Select the role: If the "Operator" role has been selected, a user will have access to the Dashboard and Clients tabs. This role is able to see the personal data of clients interacting with this service. If the "Manager" role has been selected, a user will have access to the Dashboard, Clients, Schemas, Interactions, Custom profiles, and the Service info tabs. This role is able to see the personal data of clients interacting with this service. If the "Configurator" role has been selected, the user will have access to Schemas, Interactions, Roles & Access, and Service info tabs. This role is NOT able to see the personal data of clients interacting with this service. If the "Admin" role has been selected, a user will get access to all the available tabs: Dashboard, Clients, Schemas, Interactions, Custom profiles, Roles & Access, Keys, and Service info tabs. This role is able to see the personal data of clients interacting with this service. Click “Done“. |  | |
Search | In the search bar, input the available dashboard user’s information (login, e-mail, or role of the user) and press the ”Enter” button on the keyboard. Click the cross sign in the search box to return the original dashboard users list. |  |
Edit roles and access Delete dashboard user | Click the "Edit" button on the "Roles and Access" page in the line with the chosen dashboard user login. The "Edit user" page will appear. Make all the necessary changes. Click "Done." Click the “Delete” button on the “Roles and Access“ page in the line with the chosen dashboard user login. |  |