Permissions

As a Project Owner, you have the option to restrict your operators' access to some sections of the Tidio account.

 

In this article, you'll learn:

• What permissions are
• How to add an operator with specific permissions
• How to change permissions

 

 

Permissions

 

 

As the Project Owner of a Tidio account, you can set up custom permissions for each of your operators. To make this process easier, we created three predefined roles that you can pick from:

 

Admin 

The highest permission set. With this role, the operator has access to all the options and sections.

 

Moderator

With this role, the operator has access to most of the options but with some slight limitations. Moderators can't: manage operators, delete or export contacts, delete conversations or tickets.

 

Chat Agent

This is the simplest role, and is dedicated to the operators who will only reply to conversations without accessing any Tidio settings. The most restricted permissions apply here; access to certain sections (e.g. Analytics) is still possible, but can be modified further to block access entirely.

 

 

Adding operators

 

You can choose the predefined roles for the operators when adding an operator in the Settings > Team > Operators section.

 

 

 

In there, you will see a list of any operators you've already added, and yourself. Use the Add an operator button in the top-right to add a new one:

 

 

 

In the popup, you will need to name your new operator, provide their email login, and set a role:

 

At this stage, you are unable to choose the custom role. However, that can be changed once the operator is added to the operators' list.

 

 

Changing permissions

 

You can change each operator's permissions in the Settings > Team > Operators section of your Tidio admin panel. You will also have an option to set custom permissions for each operator. To enter the customization panel, click on the edit permissions button next to the operator's details on the right-hand side.

 

 

 

You can select from the available pre-set permissions, or modify the current set - and create a custom role that way:

 

 

 

Custom Operator Permissions

You can change permissions for specific sections and areas of the Tidio panel. While setting up the custom permissions, you can see the following options:

 

• Block Permissions - The operator will not see the chosen section, or its permission to enter this section will be blocked by displaying the message; the operator doesn't have permission to enter this section.

 

• Able to View - Gives the operator a preview of the section or settings, but the operator will not change the settings.

 

• Able to Edit - An operator will see and make changes in the section or settings.

• Managing operators 
• Billing
• Project preferences
• Widget appearance
• Integrations
• Project reports
• Service Level Agreements

 

In the Inbox & Contacts tab, you can change permissions for:

• Deleting contacts
• Exporting contacts
• Deleting conversations
• Deleting tickets

In the Sections Access tab, you can change permissions for:

• Flows