Table of Contents

Roles & Permissions for Teammates

Rafaela Basso Updated by Rafaela Basso

Using Permissions, you can control what a Teammate can do inside of your Landbot account by assigning appropriate roles.

Admin Permissions

The Admin Permissions can be assigned to Teammates who should have full access to the account, with the power to view and edit all sections of the account.

Admin

Can view and edit everything on the platform.

Only an Admin can:

  • Access the Subscription section, manage billing details, download invoices, etc.
  • Invite Teammates.
  • Assign Permissions to Teammates.
  • Edit Account Settings.
Every new Teammate is given Admin permissions by default.

So please make sure to select the desired permissions as soon as you add a new Teammate to your account.

None

Choose the option None if you want to limit the access of your Teammates, not giving them Admin Permissions, and set the other group of permissions to the agent.

Chatbot Permissions

The Chatbot permissions give the possibility of viewing or managing the bots and information collected by them, such as creating/editing the bots, viewing metrics, exporting data, etc.

You can choose if you want to grant access to the sections related to Chatbots with Bot Builder permissions, or as a Bot Viewer.

Bot Builder

Teammates with Bot Builder permissions can edit and view everything in the following sections:

  • Dashboard (Home).
  • Bot Builder.
  • Metrics Section.
  • Integrations section.
  • Channels Section.
  • WhatsApp section restrictions: Create Audiences, Campaigns and see Contacts section details.

Bot Viewer

With the Bot Viewer permissions, a Teammate can check bots, view metrics and export data, but will not be able to modify anything in those sections.

If the Bot Viewer permission is granted, some sections created exclusively for editing bots will not be available.

Therefore, Teammates with Bot Viewer Permissions can view and export data in the following sections:

  • Dashboard (Home).
  • Bot builder.
  • Metrics section.

Human Chat Permissions

This Permission allows users to access the Chats section.

You can combine the Human Chat Permissions with the Chatbot permissions above, if you want to extend their access of a Teammate within your account.

If you want to add Teammates to your account, allowing them to only handle chats, just choose one of the Human Chat permissions, and select "None" in the Admin and Chatbot permission groups.

Please notice that without the Chatbot permissions, the agent will not be able to see any content in the Dashboard.

Teammates with Human Chat permissions must access the Chats section directly, clicking on the Chats icon:


So Teammates with only Human Chat Permissions will see the message indicating that the permission to that section (Dashboard) was denied.


Chat Manager

Teammates with Chat Manager Permission have access to the Chats section, and can view and edit everything within this section.

Teammates with Chat Manager permissions can:

  • Do everything in the Chats section, including assigning chats, deleting conversations, and editing user variables.
Chat Agent Level 2

Teammates with the Chat Agent Level 2 Permission have access to the Chats section, and will be able to view and edit everything within this section, but can't delete conversations.

Teammates with Chat Manager permissions can:

  • Do everything in the Chats section except deleting conversations.

Chat Agent Level 1

If you want to allow Teammates to answer chats, but not allow them to add/edit the variables created in that conversation, or delete conversations, you can choose the Permission of Chat Agent Level 1.

Teammates with Chat Agent Level 1 permissions can:

  • Can answer and handle the chats in the Chats section, but can't delete messages and edit user variables.

What Happens if I do not have permissions to a section?

If you can't access a section, you don't have permission to access it.

In that case, you will see an error message indicating that you do not have the permission to access that section, so please contact the admin of your account and request it πŸ˜‰

Or if you access a section you don't have permissions to, you won't be able to save any changes:

How to edit a Teammate's role?

Go to Settings > Team > Click on the Teammate you want to manage > Set permissions

A few things to note:

  • Each Teammate must be assigned at least one role.
  • A Non-Admin user can have a role for both Chatbot & Human Chat sections.
  • An Admin cannot edit his/her own roles (to prevent accidental admin removal). Please ask another Admin user to change your permissions for you.

FAQ

Can I set permissions at the bot level?

No, you cannot, but feel free to submit a feature request detailing your use cases.

If you are an agency working with a client, please create a new Landbot account using your email alias. (πŸ’‘ Tip: Become an affiliate partner so you can earn 20% commission on new clients you referred)

Can I limit a chat agent to only see chats assigned to him/her?

No, you cannot, but feel free to submit a feature request detailing your use cases.

If you are an agency working with a client, please create a new Landbot account using your email alias. (πŸ’‘ Tip: Become an affiliate partner so you can earn 20% commission on new clients you referred)

How come every Teammate can see information in the Settings section?

Settings section contains information that is important for everyone to use Landbot smoothly. For example:

  • Knowing who is an admin they can request permissions from.
  • Knowing what timezone is date/time displayed in.
  • Knowing what the human chat assignation rule is when an agent is offline.

That is why we allow everyone in your team to see the settings. But don't worry, only Teammates with Admin role can edit them.

For Developers - Which roles can perform actions via API?

Everyone can use Landbot's platform API. However, each Teammate is only allowed to perform actions they have permissions to.

For example: A Bot Viewer can get chatbot list via API but not able to edit any bot.

We recommend giving the permissions Bot Builder + Chat Manager if you are planning to use the platform API:

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