How to Add Roles in Dialogpay
Roles define the access levels and permissions for team members, making it essential to set them up correctly. Here’s how:
Step 1: Access Roles Management
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Log in to your Dashboard: Begin by logging into your Dialogpay account.
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Log in to your Dashboard: Begin by logging into your Dialogpay account.
Step 2: Add a New Role
Find the Add Roles button, located at the top of the Roles page.
Enter Role Details:
Provide a brief description of what the role entails to clarify its purpose.
Choose a unique name that reflects the responsibilities of this role (e.g., Sales Manager, Customer Support).
Step 3: Set Permissions
System permissions enable users to manage various features with role-based access. These include creating, editing, viewing, and deleting data for business profiles, agents, departments, branches, roles, contacts, channels, broadcasts, chatbots, tags, QR codes, labels, size charts, brands, attributes, product tags, categories, quick replies, settings, FAQs, growth widgets, privacy policies, chat contacts, and templates for WhatsApp, Messenger, and Instagram. Advanced tasks like exporting chats, merging contacts, and downloading QR codes are also supported, ensuring efficient management and data security.
Step 3: Save Role
After configuring the role and permissions, click Save to create the role.
Regularly review and update roles as your business needs evolve to ensure that team members have the appropriate access.
