How can I change agent roles (owner or member)?How to change agent rolesWhat are the rights of each role?

Agents can either be website owners or website members. You can easily switch agents from a role to another, provided you have the owner role.

To change the role of an agent, you may follow those steps:

Go to: https://app.crisp.chat

Go to your settings: click on the settings icon

Click on "Websites"

Pick your website

Go to "Operators in the team"

Click on "Member" or "Owner" to toggle the role

Confirm you want to change the role

Owner

An owner is allowed to perform any action on the Crisp website.

Avoid setting all your team as owner of the website. Limit the owner role to a small subset of trusted users, and ensure they have Two Factor Authentication enabled for more security.

Some examples of what an owner can do:

Reply to messages

Use campaigns

Write Helpdesk articles

Invite other agents

Change agent roles

Delete the website

Add and Configure plugins

Configure the website

Member

A member is considered as a restricted agent, able to use all website features on Crisp, but not able to make any dangerous update or deletion.

Some examples of what a member can do:

Reply to messages

Use campaigns

Write Helpdesk articles

Configure plugins (Owner must add the plugin first, then Members can modify the settings)

Some examples of what a member cannot do:

Add plugins

Invite other agents

Change agent roles

Send campaigns

Delete the website

Configure the website

Updated on: 13/06/2022

Updated on: 19/07/2024

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