How to set the permission hierarchy?
In this article, you'll learn how to set the permission hierarchy for agents, who you can group into teams according to your specific needs.
Estimated reading: 03 minutes
What is the hierarchy of permissions?
By accessing Menu>Agents and clicking on "edit", you can edit the roles of the agents and group them into work teams according to the organization chart of your business.
As an example, an agent may be assigned a "director" role and this director may have several agents under them.
This connection with the work team is recorded and reflected in the dashboard of the Botmaker platform (Menu>Dashboards), where you can obtain the metrics of users and sessions, agents, and productivity.
Also, if you access any of the reports (users and sessions, agent metrics, or agent productivity), you will see a filter called "supervised by", where you will be able to see the data of a specific team without having to select one by one.
The permission hierarchy will help you to better analyze agents and teams performance and to implement optimization measures if necessary.
Remember to visit our Help Center for further information.
Written by: Botmaker Team
Updated: 21/10/2021