Zenvia Conversion allows you to create groups to organize and structure your business.
Each group can also have sub-groups, creating a leveled tree.
Each Zenvia Conversion user belongs to a certain group and the level of the group they belong to and their role within it determine what they can do and what prospects they can access.
In this example diagram we'll define the nomenclature generally used to describe the hierarchical relationship among groups.
In Zenvia Conversion, there are three types of access that a user can have:
Dashboard Administrator (Admin)
User Administrator (Owner)
If a user only has "agent" access, he will not be able to delete contacts, for example, only if he also has "admin" or "owner" access.
By having access to the three functions, the user will be able to change the other users, as well as define the type of access for each one of them. See the definition of each of them below:
Claim unassigned prospects that arrive at their group or ancestor groups;
List, view, edit, and interact with prospects assigned to them.
List, view, and claim unassigned prospects that arrive at their group, ancestor groups, or descendant groups. Transferring unassigned prospects implies implicitly claiming the prospect;
List, view, edit, and interact with prospects assigned to agents belonging to their group, and ancestor groups;
List, view, edit, and interact with prospects assigned to them;
Manage integrations with leads channels.
User Administrators have the same abilities as Dashboards Administrators, and additionally can manage users, groups, and access the account's billing profile.
Roles and Permissions Table
Note: To create groups, you have to contact us. Nevertheless, this request is exclusively available to Pro plans.