Members

Flexito OmniAI offers a versatile workspace management system with tailored roles and permissions, ensuring every team member has the right level of access. Whether you're managing customer interactions or overseeing the entire workspace, Flexito OmniAI provides the tools you need to streamline operations efficiently.

Member Roles Overview

As the owner, you can invite, delete, or modify a member's role. This allows you to add new members using their email addresses and set their roles accordingly.

Each "Flexito OmniAI account" represents an individual user. Members are those with varying levels of access to the workspace. There are five roles available: Owner, Admin, Member, Live Chat Agent, and Live Chat Supervisor.

The initial user who sets up the workspace is designated as the sole owner.

Owner: Full Workspace Access

An Owner can:

• Utilise all Admin features

• Manage the workspace profile

• Oversee members in the workspace (invite, delete, edit roles)

• Handle subscription and payment details

Admin: Limited Account Access

An Admin can:

• Utilise all Member features

• Manage channel connections (add numbers, agents, connect pages, etc.)

• Oversee all integrations

• Handle the ecommerce system

• Manage templates

• Control mini-apps

Member: Limited Account Access

A Member can:

• View and edit all workflows

• Access analytics

Live Chat Agent: Limited Account Access

A Live Chat Agent can:

• Access the live chat only

Live Chat Supervisor: Limited Account Access

A Live Chat Supervisor can:

• Access the live chat only

• Oversee all conversations handled by live chat agents

Inviting, Deleting, and Editing Member Roles

(Owner Only) Follow steps 1, 2, and 3 in the screenshot above to send an invitation to a new member by entering their email address and selecting their role.

If the new member already has a Flexito OmniAI account, they can accept the invitation through the Flexito OmniAI notification centre (accessible via the bell icon in the upper right corner, as shown in the two screenshots below).

For those who are not yet Flexito OmniAI users, the invitation email will include a link to create a new password. After setting it up, they can log into the workspace using their credentials.

Editing Member Roles

(Owner Only) You can assign a role when inviting new members or modify it later on the member page. Click the gear icon to change a member's role.

Permission Control for Different Members

(Flexito OmniAI Partner Plan Only) You can specify access levels for each member across different sections or features of the workspace.

This feature allows you to provide the appropriate level of access to each team member, ensuring maximum flexibility.

You can exercise more detailed control over team member access.

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Please note, this feature is exclusive to Flexito OmniAI Partner Plan users and is available as a paid add-on (one-time purchase).