Introduction

wolkvox CRM allows you to grant specific permissions to users so they can perform CRM administration and configuration tasks, such as managing modules, users, templates, or integrations, without giving them access to all administrator functions.

The "Administrator" tab in the wolkvox CRM profile settings allows users with the appropriate role to enable or disable access to different sections of the system configuration. This is crucial for securely delegating administrative responsibilities, such as allowing a supervisor to manage profiles without being able to modify the configuration of AI integrations. By granularizing these permissions, the platform's security is maintained, and it is ensured that each user only has the configuration tools required for their role.

Configuration

To configure the administration and configuration permissions for a user profile, follow these steps:

Accessing Administration Permissions

• In the side menu, click on the “Configuration” icon.    
• Select the “Users” tab and then the “Profiles” option.    
• Locate the profile you wish to edit (for example: Agent, Administrator, or Supervisor) and click on the pencil icon.    
• This will take you to the permissions management section. Select the "Administrator" tab. 

Configuration of Administration Permissions

In the "Administrator" tab, you can activate or deactivate the following permissions for each configuration section. Simply check the box for the function you want to grant:

• Modules and fields: Configuration of custom modules and fields.    
• Language: Changing the CRM language.    
• Templates: Management of email templates.    
• Web forms: Creation of forms to embed on websites.    
• Work calendar: Configuration of the operation's working hours and holidays.    
• Export: Permission to export CRM data.    
• Users: Creation and management of CRM users.    
• Profiles: Creation and management of user profiles.    
• Groups: Creation and management of user groups.    
• Roles: Creation and management of roles.    
• Call integration: Configuration of call integration.    
• Currency: Configuration of the currency.    
• Merge duplicate records: Permission to merge duplicate records.    
• Company Details: Modification of company information in the CRM.    
• Token: Creation and management of tokens for integrations.    
• Campaign: Configuration of campaign integration.    
• WhatsApp: Configuration of the WhatsApp connector.    
• SSO (SAML): Configuration of single sign-on.    
• AI assistant for modules: Configuration of the AI assistant.    

Apply the Changes

Once you have activated or deactivated the necessary permissions, click the "Edit" button at the bottom of the page to correctly apply the changes.