Talkative offers different user roles to manage access and permissions within the platform. Each role has a specific set of capabilities, allowing you to tailor access based on individual responsibilities. Here's a breakdown of common user roles:
Application Permissions
The Talkative Platform has 4 user levels. Account Holder, Restricted Supervisor, Supervisor and Agent.
Account Holder accounts are used for deployment and top level settings of the system.
Restricted Supervisor is not commonly used, but can be useful for BPO environments where you might want to give an external user read-only access to interaction logs for audit purposes.
Supervisors have access to Analytics and can view interactions belonging to agents, however, unlike Account Holders, they cannot make any major changes to the company setup.
Agents have the least access to the system. The Agent permission allows users to login and receive incoming interactions, and some read access to Canned Messages and Tags for reference purposes.
Account Holders can change permissions of Agents and Supervisors. If you need to change a permission of a user, please do this within your company control panel.
Updating User Information:
It's crucial to keep your user information up-to-date, especially your email address. If you need to update your email address, here's how:
* For standard accounts: Log into your account and navigate to your profile settings to edit your email address.
* For accounts with SSO: Contact your internal IT team to update your email address in your Entra ID (formerly Azure Active Directory), or alternate SSO provider identity. You will need to log out and log back in for the changes to take effect.
Troubleshooting User Role Issues:
If you are experiencing restrictions in accessing certain sections of the platform due to incorrect user role assignment, follow these steps:
* For standard accounts: Contact our support team, providing details of your current role and desired role.
* For accounts with SSO: Contact your internal IT team to update your security group in Entra ID. Once updated, log out of Talkative and log back in.
User Account Permissions
Please see the table below to understand which types of users can perform which actions on the Talkative platform:
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