As your team grows, there will be occasions when you will want certain users to not have access to certain data such as contact data, billing details, Messenger settings, and more, to reduce the chance of mistakes or duplication of a user's workload.
To allow you to categorize your users and dictate what actions they will be allowed access to, Gist offers distinct roles with different permissions.
Permissions
For each teammate you can choose different permissions depending on their needs in Gist. These are the available permissions, and what they allow you to do:
General
Edit workspace defaults
- Edit workspace name, language, timezone, etc.
- Update your branding detailsCreate and edit tags
- Add, edit or delete contact, message and conversation tagsAdd and remove domains
- Add, edit or remove allowed domains to install Gist tracking codeModify Marketing settings
- Edit form and double opt-in settings
- Edit unsubscription settings
- Manage outbound email addresses
- Edit email templatesModify Deal settings
- Add or remove pipelines and stages
- Edit company settingsAccess API key
- Access your workspace API key
- Add, edit and delete webhook connectionsInstall, configure and delete apps
- Install and remove apps from Gist integrations
- Edit settings of connected apps
Contacts
Contacts access
- View, create, edit and delete contactsCommunicate one-on-one
- Send proactive chat messages to contactsCreate and edit contact properties
- View, create, edit and delete contact propertiesBulk delete contacts
- Delete multiple contacts at the same timeImport contacts
Export contacts
Support
Conversation access
- Access all or assigned conversations onlyCan reassign conversations
Can delete replies and notes from a conversation
Can manage (create, edit & delete) saved replies
Modify Messenger settings
- Edit Messenger intro and localisation
- Set default office hours and reply times
- Style your Messenger
- Control who can see the MessengerModify Inbox settings
- Add and remove inbound forwarding addresses
- Unblock contacts and access spam inboxCreate and edit Inbox Automation rules
Can access live view
Can manage Articles
Modify Knowledge Base settings
- Change Knowledge Base domain
- Connect with Google Analytics
- Set default language, header and footer texts
- Style your Knowledge BaseCan access reports
Marketing
Messages access
- View, create, edit and set outbound and ongoing messages liveChatbot access
- View, create, edit and set outbound and new conversation bots liveForms access
- View, create, edit and set forms liveAutomations access
- View, create, edit and set rules and workflows liveEvents access
- View, create, edit and delete tracked eventsDeals access
- View, create, edit and delete deals
Create role
Many separate Roles can exist within one Gist workspace. Owner, Super Admins or Admins can define roles with a customized set of permissions. These are additional custom permission levels other than the default roles, that can be applied to your teammates. For reference, the default roles and permissions in Gist are explained here.
To mange your Roles, go to Settings > General > Teams & Roles and switch to the Roles tab. You can see a list of available Roles and the number of users under each Role as well.
Assign a role to a teammate
Owner, Super Admins or Admins are able to change roles of your teammates.
Head to Settings > General > Teammates, and click Edit button next to the Teammate you wish to update the role for.
Select Permissions from the sidebar or alternatively, change the Role by selecting a role from the dropdown list.
Click the Update button at the bottom of the sidebar. You're all done when you see the green confirmation message!
Need Help?
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