User Role and Permission Level
A role groups several privileges and roles. A role must be selected for a user account before it can be used by the user. 3Dolphins provides some predefined roles to determine user access rights.
No. | Role Name | Description |
1. | Administrator | Admin’s main role is to share responsibility regarding 3Dolphins account by assigning roles Administrator / Supervisor / Operator (Agent) / Quality Assurance or Bot Trainer to other users, admin is also responsible for integration channel, system configuration, data settings, add, edit and delete user management, grand and revoke module access and other things related to the 3Dolphins system. |
2. | Supervisor | The role of SPV is responsible for monitoring performance agents, ticketing monitoring, and control daily activities through a system that is available on the 3Dolphin system. |
3. | Operator | The role of the Operator (Agent) is responsible for managing ticketing customers. |
4. | Trainer | The role of the Bot Trainer is responsible for the knowledge base of the Bot, whether it’s FAQ knowledge or dialogue. |
5. | Quality Assurance | The role of Quality Assurance (QA) is responsible for evaluating the performance of the agent. |
6. | Quality Assurance Manager | In this role, you can see a list of ratings or tickets that have been appraise by quality assurance, besides that you can also approve the tickets transferred by the quality assurance to be given an appraise by the QA Manager. |
7. | Sales | In this role, you can perform all sales activities like adding new deals, updating deals to win or lose, adding tasks to deals, adding new products, adding new companies, adding new contacts, etc. |
8. | Sales Manager | In this role, you can perform all sales manager activities like adding new deals, adding new pipeline to deals, updating deals to win or lose, adding tasks to deals, adding new products, adding new companies, adding new contacts, etc. Only the sales manager role can add or update pipeline. |
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