In iSlash AI, setting the right permissions for different user groups ensures smooth collaboration while maintaining security and control. Whether you're managing a digital marketing team, customer service representatives, sales agents, or management staff, defining permissions allows each team member to access only the features they need.
This guide will walk you through configuring user roles and permissions, helping you streamline workflows, protect sensitive data, and improve overall efficiency. By assigning the right access levels, you can empower your team to work seamlessly while keeping your business operations organized and secure.
Setup Requirements
An active iSlash AI account, get free access here.
Setting up Role-Based Access
General Permissions
Functions | Permission |
|---|---|
Dashboard | View or can't view the Dashboard Data (customer count, message count, tickets count, engagement count, Marketing & AI overview) and User Status. |
Chat | Read access, or also be able to respond to messages. |
Contact | Read access, or also be able to manage customer contacts. |
Payment | No access, read access or also be able to update payments. |
Calendar | Read Access, or also be able to create and update Calendars. |
FB/IG Campaign | No access, read access, or also be able to manage FB/IG Campaign for post auto-engagement. |
Broadcast | No access, read access, or also be able to create Broadcast. |
Chatbot | No access, read access or also be able to create and manage chatbot. |
Label | Read access, or also be able to manage labels. |
Schedule Message | No access, read access, or also be able to manage schedule message. |
Booking | No access, read access or also be able to manage appointments or reservations on calendars. |
My Plan | No access, read access or also be able to manage the current subscription plan. |
Users & Groups | No access, read access or also be able to control user access and group permissions. |
Channel | No access, read access or also be able to manage Channels - messaging platforms (WhatsApp Business API, Messenger, Instagram Direct Message, WeChat, Web Plug-ins Chat). |
Product | Read access, or also be able to manage product listings. |
FAQ | No access, read access or also be able to create and manage pre-saved answers to frequently asked questions. |
Knowledge Base | No access, read access or also be able to create and manage Knowledge Base for AI Assistant. |
Message Template | No access, read access or also be able to create Message Templates for WhatsApp Business API. |
Advanced Permissions
Functions | Permissions |
|---|---|
Flow | No access, read access, or also be able to create and manage WhatsApp Form. |
Conversion | No access, read access, or also be able to link dataset for Conversion API. |
Web Plugin | No access, read access, or also be able to create and manage web plugin chat. |
Automation | No access, read access, or also be able to set up rules for automatic replies and actions, including labelling, open/closed tickets and chat assignment. |
Roster | No access, read access or also be able to manage team or agent assignments. |
Sticker | No access, read access or also be able to create and manage stickers in chat. |
Customer Custom Field | No access, read access or also be able to add extra information fields for customer profiles. |
Report | No access, read access or also be able to manage analytics and performance reports. |
Storage | No access, read access or also be able to manage storage. |
Coupon | No access, read access or also be able to create and distribute discount coupons. |
Batch Action | No access, read access or also be able to perform bulk actions on the platform. |
Additional Settings (Extra controls for specific functionalities)
Customer Export – Enable/disable the ability to export customer data.
Show Customer Contact – Decide if customer contact details are visible.
Inspector Mode – Enable to enable messages and interactions monitoring without leaving traces of seen and triggering chat assignment.
Append Sender’s Display Name in Message – Include the sender’s name in outgoing messages.
Access Controls (Who gets access to what?)
Chats:
All Chats – Access all conversations.
Custom Rules – Restrict chat access based on custom settings, including channels, assignment and labels.
Calendars:
All Calendars – Access all scheduling data.
Selected Calendars – Restrict access to specific calendars.
Broadcasts:
All Broadcasts – Send messages across all channels.
Selected Channels – Restrict to certain platforms.
Group Created Broadcasts – Access only broadcasts created by groups.
User Created Broadcasts – Access only broadcasts created by individuals.
Chatbots:
All Chatbots – Manage all automated chat functions.
Selected Chatbots – Restrict access to specific bots.
Customers:
All Customers – Access all customer data.
Customers from Authorized Chats with Extra Rules – Restrict access based on chat permissions, including channels, assignment and labels.
Create Chats:
All Channels – Start chats in all available messaging platforms.
Selected Channels – Restrict chat creation to specific platforms.
Parent Group:
Assign the user group to a larger permission structure.