Cofigure Access Rights

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Access Rights to Install App

To install ChatsApp24 on your Bitrix24 portal, you must have the administrator rights. For more information about how to grant the administrator rights to a user, see the Bitrix24 Help.

Access Rights to Use App

After you install the app, the ChatsApp24 tabs will appear in the CRM section in cards of deals, contacts, leads, and companies. If you do not see the tab, then you don’t have sufficient access rights to the app.

To configure access rights to the app, do the following:

  1. In Bitrix24, in the menu on the left, click the Applications menu item.
  2. In the window that appears, in the top navigation menu bar, go to the Installed tab.
  3. Find app ChatsApp24, and then click button Access permissions.
  4. In the window that appears, go to the Employee and departments tab.
  5. Assign required access rights to the employees. If access rights are assigned to no one, all employees can see ChatsApp24.

Access Rights to Configure Open Channel

Only employees that have sufficient access rights can configure Open Channel. By default, the administrator of your Bitrix24 portal is authorized to do it. Open Channel has many settings that your employees may find useful. For example, you can do the following:

  • Add text of the message that a customer receives when sending you a message out of the working hours.
  • Modify text of the welcome message that a customer receives when sending you a message for the first time.
  • Hide the name of an employee that communicates with a customer, etc.

To grant an employee access rights to configure Open Channel, do the following:

  1. In Bitrix24, in the menu on the left, click the Contact Center menu item.
  2. In the tile, click ChatsApp24.
  3. Click the Configure link.
    AccessRights.png
  4. In the role list, do one of the following:
    • Add a new role.
    • Modify the set of access rights of the required existing roles.
  5. To enable an employee to manage the Open Channel settings, in the Open Channel List and General Settings entities, assign the edit access rights to the employee.
  6. Save your changes.
  7. In the drop-down list of roles, select a required employee or department to which you want to apply the role.
  8. Save your changes again.

Read more about how to configure access rights to Open Channel, see the Bitriks24 Help.

Access Rights to CRM Card

You can see the ChatsApp24 tab in the cards of contacts, leads, and companies of the CRM module. If you cannot see a contact, lead, or company, you do not have access rights to the CRM cards.

To configure rights to the CRM cards, do the following:

  1. In Bitrix24, in the menu on the left, click the CRM menu item.
    AccessRights2.png
  2. In the top navigation menu bar, click the Settings tab.
  3. Go to the Permissions tab.
  4. Click button Access Permissions.
  5. In the role list, do one of the following:
    • Add a new role.
    • Modify the set of access rights of the required existing roles.
  6. To enable the employee to use the app, grant the employee the Read or Change access rights to leads (or deals) and contacts.
  7. Save your changes.
  8. In the drop-down list of roles, select a required employee or department to which you want to apply the role.
  9. Click Save.

Read more about how to configure access rights to Open Channel, see the Bitriks24 Help.