Permissions system

Bárbara Ramos Updated by Bárbara Ramos

Within the Weni platform you are able to manage different permissions for each user, which are divided into two groups:

1 - Organization permissions

These permissions can be added in the org creation step or at any time by the icon located in the upper-right corner of the org. The org permissions will apply to all projects within it.

Currently, there are 3 types of permissions:

Administrator: Has full access to the platform, is allowed to add new members.

Financial: Has Access only to the billing area.

Contributor: Permission to create new projects and edit content.

2 - Project Permissions

Additionally the organization's general permissions, you can add different permissions to the collaborators of each of your projects. To access the options, simply click the "manage members" option located at the top right of the project card:

A new screen will open, showing all project contributors. Here you can add, remove, and change permissions individually from all project members.

In total we have 5 permissions, divided into 2 groups:

General Project Permissions

Moderator: Manages project members and manages Rocket.

Contributor: Can edit the project

Viewer: Can only view the project

Chat Module Permissions

Customer Service Manager: Can reply to messages and create groups in Rocket

Agent: Can reply to messages in Rocket

How did we do?


Project Dashboard