How to change the Operator's Role?
- In the Settings > Operators section, hover over the operator you wish to edit and click on the pencil icon to edit. Or click the operator’s name and from their page.
2.Click Edit at the top right corner.
3.Select your required Role from the list.
4.Click on the Update to save your changes.
Operator roles and permissions:
| Features | Administrator | Supervisor | Associate |
| Making changes to Zoho SalesIQ | ✔ | ||
| View operators' profiles | ✔ | ✔ (co-supervisors/associates) | ✔ (co-associates) |
| Access information | ✔ | ✔ | ✔ |
| Edit configurations | ✔ | ||
| View data inside your operation | ✔ | ✔ | ✔ |
| Connect and chat with customers | ✔ | ✔ | ✔ |
| Deliver solutions | ✔ | ✔ | ✔ |
| Edit/Delete data | ✔ | ||
| Monitor chats of other operators | ✔ | ✔ | |
| Add/Remove new members | ✔ | ||
| Approve IP blocking | ✔ | ||
| View performance reports | ✔ | ✔ | |
| Changing operator roles | ✔ | ||
| Set operator concurrent chat limits | ✔ | ||
| Operator chat window configuration | ✔ | ||
| Share URL | ✔ | ✔ | ✔ |
| Send files to visitors | ✔ | ✔ | ✔ |
| Email the visitor information | ✔ | ||
| Visitor chat transcript | ✔ | ✔ | ✔ |
| Operator availability configuration | ✔ | ✔ | ✔ |
| Purchase Zoho SalesIQ | ✔ (Portal owner) | ||
| Edit/Modify company details | ✔ | ||
| Customize filters to prioritize visitors | ✔ | ✔ | ✔ |
| Create custom views in Visitor History | ✔ | ✔ | ✔ |
| View list of operators in the company | ✔ | ✔ | ✔ |
| View all departments | ✔ | ||
| View associated departments | ✔ | ✔ | ✔ |
| Block IPs | ✔ | ✔ | ✔ |
| Change owner | ✔ | ||
| Assign chats to operators | ✔ | ||
| Associate operators to departments | ✔ | ||
| Add a new website | ✔ | ✔ | |
| Create Canned responses | ✔ | ✔ | ✔ |
| Create Articles | ✔ | ✔ | ✔ |
| Add new departments | ✔ | ||
| Intelligent Triggers | ✔ | ||
| Visitor Routing | ✔ | ||
| Chat Routing | ✔ | ||
| Email Schedules | ✔ | ||
| Enable/Disable Integrations | ✔ | ||
| Framing trigger and routing rules | ✔ | ||
| Settings Tab Access | |||
| Operators | ✔ | ✔ | ✔ |
| Company | ✔ | ✔ | |
| Departments | ✔ | ✔ | ✔ |
| Portal Settings | ✔ | ||
| Blocked IPs | ✔ | ✔ | ✔ |
| Websites | ✔ | ✔ | |
| Automation | ✔ | ✔(Only Chat Monitor) | |
| Templates | ✔ | ✔ | ✔ |
| Lead Scoring | ✔ | ||
| Integrations | ✔ | ||
| View Zoho SalesIQ Integrations | ✔ | ✔ | |
| Zobot | ✔ | ✔ | |
| Modules Accessible | |||
| Visitors Online | ✔ | ✔ | ✔ |
| Visitor History | ✔ | ✔ | ✔ |
| Chat History | ✔ | ✔ | ✔ |
| Feedback | ✔ | ✔ | ✔ |
| Reports | ✔ | ✔ | |
| My Profile | ✔. | ✔ | ✔ |
| Settings | ✔ | ✔ | ✔ |
| Purchase | ✔ (Portal Owner) |