Manage the users added in Zenvia Customer Cloud and define which software features each can access.
⚠️ Attention:
- Only users with the Admin profile can grant access permissions and have access to all account functionalities.
- Restricted profiles: Viewer, Agent, and Operator have specific access permissions.
Access permissions by profile
Below, you can see the detailed permissions for each user profile:
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Talk to Zoe | - | - | - |
| Help Center | ✔️ | ✔️ | ✔️ |
| Notification Center | ✔️ | ✔️ | ✔️ |
| Suggestions Center | ✔️ | ✔️ | ✔️ |
| Change organization and edit own profile | ✔️ | - | ✔️ |
| Onboarding | - | - | - |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Contacts | ✔️ | - | ✔️ |
| Contact profile | - | - | ✔️ |
| Creation, editing, and management of contact | - | - | ✔️ |
| Contact List | ✔️ | - | ✔️ |
| Creation, editing, and management of lists | - | - | ✔️ |
| Contact Import | - | - | ✔️ |
| Additional Fields | - | - | ✔️ |
| Contact Segmentation | - | - | ✔️ |
| Contacts via API | - | - | ✔️ |
| Company Database | - | - | - |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Sending Objective | - | - | ✔️ |
| Mass Messaging | - | - | ✔️ |
| Labels | - | - | ✔️ |
| Schedule Sending | - | - | ✔️ |
| Batch Sending | - | - | ✔️ |
| Send Test Email | - | - | ✔️ |
| Best Time | - | - | ✔️ |
| Smart Writing | - | - | ✔️ |
| Visual Email Editor | - | - | ✔️ |
| Email Template Library | - | - | ✔️ |
| Variables | - | - | ✔️ |
| Message Reactivation | - | - | ✔️ |
| Continue Interaction with Humanized Support | - | - | ✔️ |
| AI-Based Sending Optimizer | - | - | ✔️ |
| Create Communication Rules | - | - | ✔️ |
| Triggers | - | - | ✔️ |
| Timer | - | - | ✔️ |
| Rule Templates | - | - | ✔️ |
| Visual Email Editor | - | - | ✔️ |
| API Automation | - | - | ✔️ |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Activity monitor | ✔️ | - | ✔️ |
| "Queued" box | - | ✔️ | ✔️ |
| "You" box | - | ✔️ | ✔️ |
| "All" box | - | - | ✔️ |
| "Colleagues" box | - | - | ✔️ |
| Button to add new contact | - | ✔️ | ✔️ |
| Integrations | - | - | ✔️ |
| General settings: Business hours | - | ✔️ | ✔️ |
| General settings: Quick responses | - | ✔️ | ✔️ |
| General settings: Call from computer | - | ✔️ | ✔️ |
| General settings: Closing reasons | - | - | ✔️ |
| General settings: Response mode | - | - | ✔️ |
| Service groups | - | - | ✔️ |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Tickets | - | ✔️ | ✔️ |
| Ticket Panels and Visualizations | - | ✔️ | ✔️ |
| Ticket Details | - | ✔️ | ✔️ |
| SLA Contracts | - | - | ✔️ |
| Triggers | - | - | ✔️ |
| Chat Operation | - | - | ✔️ |
| Support Inbox | - | ✔️ | ✔️ |
| Zoe in Tickets | - | ✔️ | ✔️ |
| Settings (Tickets and Conversations) | - | - | ✔️ |
| Satisfaction Survey | - | - | ✔️ |
| Knowledge Base (Configuration) | - | - | ✔️ |
| Knowledge Base (Article Inquiry via Ticket) | - | ✔️ | ✔️ |
| Additional Fields in Tickets | - | ✔️ | ✔️ |
| Webhook | - | - | ✔️ |
| Processing Center | ✔️ | - | ✔️ |
| Indicators (Dashboard) | ✔️ | - | ✔️ |
| Macros | - | - | ✔️ |
| APIs | - | - | ✔️ |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Builder | - | - | ✔️ |
| Integrations | - | - | ✔️ |
| Create Chatbot | - | - | ✔️ |
| General Information | - | - | ✔️ |
| Interactions | - | - | ✔️ |
| AI Library | - | - | ✔️ |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Delivery Performance | ✔️ | - | ✔️ |
| Delivery Details | ✔️ | ✔️ | ✔️ |
| Message Re-engagement | - | - | ✔️ |
| Report Export | - | - | ✔️ |
| Automation Performance | ✔️ | - | ✔️ |
| Automation Details | ✔️ | - | ✔️ |
| Commercial Attention | ✔️ | - | ✔️ |
| Performance by Group | ✔️ | - | ✔️ |
| Campaigns | ✔️ | - | ✔️ |
| Support Attention | ✔️ | - | ✔️ |
| Chatbots | - | - | ✔️ |
| Consumption | ✔️ | - | ✔️ |
| Features | Viewer | Agent | Operator |
|---|---|---|---|
| Channels | - | - | ✔️ |
| Assign Support Group | - | - | ✔️ |
| Integrations | ✔️ | - | ✔️ |
| Message Templates | - | - | ✔️ |
| Link Shortener | - | ✔️ | ✔️ |
| Tokens and Webhooks | - | - | ✔️ |
| Sandbox Testing | - | - | ✔️ |
| Users and Organization | - | - | - |
| Plans and Contracts | - | - | - |
| Financial Information | ✔️ | - | - |
User Permission Settings
Each user must be associated with a profile. To add new users and manage access profiles:
In the side menu, go to Settings > Users and Organization;
Then, in the Organization Users tab, select the profile type by clicking the dropdown menu in the User Profile column.