User Role and Permission Level
Last updated
Last updated
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.
Role Name | Description |
---|---|
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.
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.
Operator
The role of the Operator (Agent) is responsible for managing ticketing customers.
Trainer
The role of the Bot Trainer is responsible for the knowledge base of the Bot, whether it’s FAQ knowledge or dialogue.
Quality Assurance
The role of Quality Assurance (QA) is responsible for evaluating the performance of the agent.
Quality Assurance Manager
In this role, you can see a list of ratings or tickets that have been appraised 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.
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.
Sales Manager
In this role, you can perform all sales manager activities like adding new deals, adding new pipelines 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 pipelines.
Marketing
In this role, you can perform all marketing activities like sending public posts, sending message notifications, adding new audiences, create new templates for notification, etc.
Marketing Manager
The role of marketing manager is responsible to perform all marketing activities like sending public posts, sending message notifications, adding new audiences, create new templates for broadcast, etc. However, if the maker checker feature is enabled, the marketing manager can approve or reject all notifications or public posts before sending them to customers.