Social Intents has three user roles: Agent, Manager, and Admin. Each role has different permissions for accessing features and managing your account.
Role Permissions
| Característica | Agente | Manager | Admin |
|---|---|---|---|
| Panel de control | Sí | Sí | Sí |
| Inbox (live chat console) | Sí | Sí | Sí |
| Contacts | Sí | Sí | Sí |
| Historia del chat | Sí | Sí | Sí |
| Visitor Feedback | Sí | Sí | Sí |
| My Settings (own profile) | Sí | Sí | Sí |
| Team management (add/remove agents) | No | Sí | Sí |
| Agent Activity report | No | Sí | Sí |
| My Widgets (create/edit widgets) | No | No | Sí |
| Reports (Chat, Feedback, Actions) | No | No | Sí |
| Integraciones | No | No | Sí |
| Outbound settings | No | No | Sí |
| Install code | No | No | Sí |
| Billing and plan management | No | No | Sí |
Which Role to Assign
- Agent - Team members who only need to answer chats. They can see the dashboard, use the inbox, and view chat history, but cannot change settings or access reports.
- Manager - Team leads who need to manage the team and review agent performance. They can add/remove agents and view the agent activity report.
- Admin - Account owners and administrators who need full access to everything including widgets, billing, integrations, and all reports.
Changing a Role
Admins and Managers can change an agent's role from the Team page. Click on the agent and update their role.
Account Owner
The person who created the account is marked as the account owner. The owner is always an Admin and has full access. The owner status cannot be transferred through the UI - contact support if you need to change account ownership.