Team Access

Verloop.io allows you to invite your colleagues to use the platform and assign roles to them. Each role has different access levels. 

The different roles available on the Verloop.io platform are:

1. Agent: The customer support representative that handles customer chats on the chatbots and helps them find solutions to their queries. 
2. Admin: The admin profile gets full access to the Verloop.io platform.  
3. Profile Manager: The profile manager can add new users to the Verloop.io platform. Profile managers can only access the Add User feature in the settings section. 
4. Manager: The Manager profiles are agent supervisors who maintain chat quality. This profile gets access to only the Dashboards and Livechat sections. 
5. Outreach Manager: The outreach manager profile is responsible for creating templates and triggering outreach campaigns. They have access to only the outreach section. 

The table below compares the abilities of the different members of the team.

	Agent	Manager	Admin	Outreach Manager	Profile Manager
Transfer chat	✅	✅	✅	❌	❌
View self chats	✅	✅	✅	❌	❌
View others’ chats	❌	✅	✅	❌	❌
Add/modify team member	❌	❌	✅	❌	✅
Modify access	❌	❌	✅	❌	✅
View chat statistics	Self	All	All	❌	❌
Edit system settings	❌	❌	✅	❌	❌
Edit FAQ settings	❌	❌	✅	❌	❌
Create/edit recipe	❌	❌	✅	❌	❌
View reports	❌	❌	✅	❌	❌
Manage Outreach	❌	❌	✅	✅	❌
Create Template	❌	❌	✅	✅	❌
View audit trail	❌	❌	✅	❌	✅

* The Admin role (Custom*) can be split into Outreach manager and Profile manager roles for your organization. To know more, please talk to your Customer Success Manager.