Managing Workspace Permission Settings
Admins have the flexibility to manage workspace permissions in two distinct ways: either by assigning permissions based on roles or by customizing permissions for individual users. Here's a detailed guide on how to navigate both methods:
Method 1: Setting Permissions Based on Roles
Navigate to the Administration Tab: Start by going to the Administration tab and selecting the Role tab within it.
Select a Role: Choose any role (except the "Guest" role) and click on the Action button next to it.
![Select Role](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_w16vby.png)
Edit Role Permissions: Click on the Edit option that appears, and then switch to the Permission tab.
Configure Workspace Permissions: In the Permission page, configure the workspace permissions as per the requirements of the selected role. Once done, click the Save button to apply the changes.
![Configure Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_1ly2s3z.png)
Automatic Permission Assignment: After configuring the settings, any user created under this role will automatically have the workspace permissions as defined in the settings.
Method 2: Setting Permissions for Individual Users
Navigate to the User's Page: Go to the User's page, select a user, and click on the Action button next to their name. Choose the Permission option from the dropdown menu.
![User's Page](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_nocq8t.png)
Customize User Permissions: The permission page for the selected user will open. Here, the admin can customize both workspace and other permissions for the user. Click the Save button to apply the changes.
![Customize User Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_qz1gg8.png)
Resetting Special Permissions: If needed, the admin can reset the special permissions assigned to a user by clicking the Reset Permission button.
![Reset Permission](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_109b7ga.png)
Reverting to Role-Based Permissions: Using the Reset Permission button will deactivate any special permissions assigned to the user, reverting them back to the permissions defined by their role.
![Reverted Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_mnyznd.png)
We hope this guide assists you in effectively managing workspace permissions. Let us know if you found this article helpful!
Method 1: Setting Permissions Based on Roles
Navigate to the Administration Tab: Start by going to the Administration tab and selecting the Role tab within it.
Select a Role: Choose any role (except the "Guest" role) and click on the Action button next to it.
![Select Role](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_w16vby.png)
Edit Role Permissions: Click on the Edit option that appears, and then switch to the Permission tab.
Configure Workspace Permissions: In the Permission page, configure the workspace permissions as per the requirements of the selected role. Once done, click the Save button to apply the changes.
![Configure Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_1ly2s3z.png)
Automatic Permission Assignment: After configuring the settings, any user created under this role will automatically have the workspace permissions as defined in the settings.
Method 2: Setting Permissions for Individual Users
Navigate to the User's Page: Go to the User's page, select a user, and click on the Action button next to their name. Choose the Permission option from the dropdown menu.
![User's Page](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_nocq8t.png)
Customize User Permissions: The permission page for the selected user will open. Here, the admin can customize both workspace and other permissions for the user. Click the Save button to apply the changes.
![Customize User Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_qz1gg8.png)
Resetting Special Permissions: If needed, the admin can reset the special permissions assigned to a user by clicking the Reset Permission button.
![Reset Permission](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_109b7ga.png)
Reverting to Role-Based Permissions: Using the Reset Permission button will deactivate any special permissions assigned to the user, reverting them back to the permissions defined by their role.
![Reverted Permissions](https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_mnyznd.png)
We hope this guide assists you in effectively managing workspace permissions. Let us know if you found this article helpful!
Updated on: 15/09/2023
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