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How to Manage Agent Permissions

When a Comm100 agent is created, you can manage agent permissions by editing agents individually or by granting role permissions. An agent has both the permissions that are granted individually and the permissions of all the roles that the agent has been assigned.

By default, an agent has the following permissions. If you are a site administrator or have permission to manage agents, you can manage your agents’ permissions.

Live ChatTicketing & MessagingBotQueueBookingKnowledge BaseContact ManagementGlobal Settings
Accept chatsManage assigned to me ticketsN/A
Manage my queue and available serving agentsManage my own booking page
N/AView ContactsManage my profile
View all chats and offline messagesManage tickets in my departments




View agent report
View my departments' chats and offline messagesView tickets in my departments 



Manage private canned messages
View my own chats and offline messages
Manage tickets that belong to any department





Chat with other agents
View reportsView tickets that belong to any department
 



View all agents
Refuse chatsView reports
 



Log into Agent Console
Invite visitors to chat 




Custom SMTP Servers
Join chats
 




Transfer chats
 




Monitor my departments' chats  




Capture  




View all in site visitors  




Enable or Disable Individual Agent Permissions

To enable or disable individual agent permissions, follow these steps:

  1. Log in to your Comm100 Control Panel.
  2. From the left navigation menu, go to Global Settings > People > Agents. A list of agents is displayed on the Agents page.kb-individual-agent-permission-01.png
  3. Locate the agent that you want to enable or disable the permission for, and click the gear icon in the Permissions column.kb-individual-agent-permission-02.png
  4. In the Permission Settings drawer that appears, turn on or off the toggle keys of the target permissions in the Individual Permissions column. To enable or disable all the permissions under a tab, click Enable All Individual Permissions or Disable All Individual Permissions.
    kb-manage-permission-01.png
    Note: An agent has the permission if either Role Permissions or Individual Permissions is enabled. To remove an agent's permission, you need to disable both the individual permissions and the role permissions granted to this agent.
  5. Click Save.

Remove Individual Agent Permissions by API

Comm100 provides Restful API for flexible integrations. You can remove an individual agent's all permissions by calling API. To learn more about Comm100 API, see the Comm100 RESTful API guide.

To remove individual agent permissions by API, follow these steps:

  1. The correct API endpoint should be Global > Permission.
    PUT https://dash11.comm100.io/global/agents/{agentId}/permissions 
    
  2. Replace agent id with the correct one.
  3. The request body (JSON form) should be kept empty and surrounded in square brackets, which means you should update with no permission.
    kb-ap-05.png


Enable or Disable Role Permissions

You can manage role permissions to grant permissions to or remove permissions from all the agents with the same role.

To enable or disable role permissions, follow these steps:

  1. Log in to the Comm100 Control Panel.
  2. From the left navigation menu, go to Global Settings > People > Roles.
    On the Roles page, a list of roles is displayed. 
  3. Locate the group that you want to disable the permission for, and click the gear icon in the Permissions column.kb-individual-agent-permission-03.png
  4. Turn on or off the toggle keys of the corresponding permissions.kb-agentrole-02.png
  5. Click Save.