Understanding Account Roles and Permissions

Our platform assigns different roles to users, each with specific permissions:

• Administrator: Full access to all settings and data.
• Manager: Can manage teams and view reports but has limited access to account settings.
• Agent: Handles customer interactions and can view relevant data.
• Viewer: Read-only access to certain sections. To change a user's role:

1. Navigate to "User Management" in the admin panel.
2. Select the user whose role you want to change.
3. Choose the appropriate role from the dropdown menu.
4. Click "Save" to apply the changes. Assign roles carefully to maintain proper access control within your organization.