The Member Settings allow you to create roles and assign permissions for employees within your business.

1. Create Role #

Step 1: In the Member Settings, select the Roles tab, then choose Add Role.

Step 2: Enter the role name (required) and role description (optional), then enable the modules and features you want to add for that role.

List of modules and permissions in the modules:

Dashboard: Updating

Live Chat

Permission	Description
LEADER	Has the authority to view all conversations, assign conversations to support staff (in split conversation mode), configure tags, quick reply templates, etc., in the LiveChat module.
MAIN SUPPORT	Responsible for the main conversation assigned, counted in KPI from the conversation.
ASSISTANT SUPPORT	Assists when the MAIN SUPPORT staff cannot respond to the conversation; does not count in KPI.

When using the split conversation feature, you need to configure all three roles for employees to use the feature effectively.

Bot-Automation

Permission	Description
Setup Bot	Has the authority to view and edit scenarios in the module.
Preview Bot	Only has the authority to view scenarios, no editing rights.

Customers: Permission to view, edit, import, and export customers from channels.

Statistics: Permission to view reports on customers, messages, interaction levels, etc.

Settings

Permission	Description
Business	Permission to edit business information and general configurations for the business.
Channels	Permission to edit the business’s channel connections.
Members	Permission to manage and assign roles to employees in the business.
Integrations	Permission to manage and edit connections with other platforms.
Webview Domains	Permission to add domains to the business.
Attributes	Permission to edit attributes in the business.
Block Templates	Permission to add quick block send templates in the LiveChat module.
Tags	Permission to add tags in the LiveChat module.
Message Templates	Permission to add message templates in the LiveChat module.
API	Permission to manage API tokens.
Packages	Permission to manage and upgrade subscription packages.
Upgrades	Updating

Logs: Permission to view the activity history of the Bot – Automation system.

Then select Save to create the new role.

2. Edit Role #

To edit a role (add or remove permissions), select the edit icon next to the role.

After making the edits, select Save to apply the changes.

3. Add Employee #

To add an employee to the business, the employee must log in to SmaxAi.

Step 1: Go to the Personal Profile section and copy the email of the employee you want to add to the business.

Step 2: In the Member Settings, select Add Member.

Then enter the email of the employee you want to add, select a role for the employee, and click Save.

You can edit the permissions for an employee by selecting the ROLE column and choosing the desired role to change.