Manual de Usuarios

Código: IDI-MA-01
Versión: 07
Vigencia desde: 06/05/2024

Roles and Permissions 🔒

Sagicc has three (3) user roles, each with specific characteristics:

 

Role

Description

Role

Description

Administrador

Users with this role are responsible for the overall administration and configuration of the Sagicc instance for the company. Their main functionalities are the configuration of users, channels, campaigns, management forms, and administration of advanced tools.

Supervisor

Users with this role are responsible for supervising, monitoring, and tracking the work of users with agent role. Their main functionalities are generating reports and supervising agents.

Agent

Users with this role are responsible for managing tickets that are generated manually or through interactions with customers through any of the available channels on the platform.

 

Each of the user roles has specific permissions assigned to allow or restrict access to different functionalities of the platform. By default, Sagicc has a predefined permission and role configuration. For example, only users with administrator role have permission to Add Campaign, and users with supervisor role do not have permission to Add Channel. From the Permissions Manager module, it is possible to modify this configuration and assign or remove permissions from a specific role.

 

In Sagicc, users can have one or more of the roles specified above. If a user has more than one role within the platform, they will have all the permissions available for both roles.

 

Through the side menu, you can access the Permissions Manager module.

 

image-20240904-141059.png

 

In the Permissions Manager, you can see the permissions for each category (or module) of the platform. Look for a specific permission to assign or remove it (by checking or unchecking the corresponding box) from one of the roles. Unassigned permissions will be restricted for users with the role. Verify that the permission and role configuration is correct, and click Save to apply the changes.

 

 

Versión Fecha Comentarios
Versión actual (v. 4) sept 16, 2024 16:48 Laura Ortiz
v. 3 sept 04, 2024 14:11 Laura Ortiz
v. 2 mar 04, 2024 17:14 Laura Ortiz
v. 1 abr 10, 2023 16:13 Laura Ortiz