Hey Clever Community 😀
We just released the first version of the highly anticipated Team Roles feature! It's already live in your account! That's right, you can now add team members to help manage your chatbot on Clever Messenger. Whoop whoop! 💪 🎉
Now, before you go and check it out, I want to invite you to stick around and help yourself understand how this works. See, what's great is that your team members can be added bearing different roles. Your team is restricted depending on what you, as a team leader, want them to see and/or edit.
🔥 We've created some Default Roles you can play with already:
✅ Admin: Full Access
✅ Editor: Full Access Except for Team Roles & Refresh Permissions
✅ Live Chat Agent: Full Access To Live Chat
✅ Marketer: Full-Access to Live Chat, Composer & Broadcasts
✅ Analyst: Read-Only Access to everything Analytics and Statistics
Coming to Default Roles:
✅ Viewer: Read-Only Access to everything in chatbot
✨ Coming - Custom Roles:
Now, we wouldn't be Clever Messenger if we didn't go the extra mile. So, in order to give you 100% control over your team and clients, we're going to release Custom Roles this week too. This basically means that if you don't see a Default (or coming Role) that's covering your specific use case… you should wait for the Custom Role feature that's getting released this week.
Why? Well… Because the Custom Role feature allows you to create your very own Team Roles! And, savvy as you are, you know that this gives you total control over what you want your Team Members to see and/or edit. We reveal how this works when we release this extra feature.
✨ Coming - Team Personas:
An addition that makes it simple to add Team Members to the Personas section inside Clever Messenger
🔥 How to Access the Team Feature
You access the Team Roles feature on Page Level. The Cogwheel gives you a choice to either navigate to the Configure Page, or to the Team Roles page.
🔥 Adding a New Team Member
Once you're on the Team Page, click on Create New in the upper-right corner:
This opens the Add Team Member Modal, select a Role from the drop-down:
Enter the email address of the member you'd like to add, and click Invite.
👉 If the team member already has a Clever Messenger Account:
Your team member will receive an email with an activation link. Clicking the activation link will show the Facebook Page added to their Account Level. This means your team member can now go to Page Level of the page you've given them access to. Team members can now view/edit based on the permissions you've given to them. Once a Team Member activated himself by clicking on the link, it now also shows in the table in the Team Page table as Activated.
👉 If the team member doesn't have a Clever Messenger Account:
Your team member will receive an email with an activation link. Clicking the activation link will prompt them to add their First and Last Name. A new (restricted) team account will be created. The team member will receive an email with Login Details. And their account will show the Facebook Page added to their Account Level. This means your team member can now go to Page Level of the page you've given them access to. Team members can now view/edit based on the permissions you've given to them. Once a Team Member activated himself by clicking on the link, it now also shows in the table in the Team Page table as Activated.
✏️ Editing a Team Member
Editing a Team Member is easy! Click on Actions in the Row corresponding with the Team Member you'd like to edit as shown in the screenshot:
Click on Role, this opens up the Edit Team Member Modal:
Select the Role you want, and click Save.
🗑 Deleting a Team Member
Deleting a Team Member is even easier! Click on Actions in the Row corresponding with the Team Member you'd like to edit as shown in the screenshot:
Click on Delete, a Modal asking you for confirmation pops-up:
Click Confirm to Delete the Team Member.
📒 Team Table Glossary
Here's a small glossary of what you can see in your Team table:
✅ Email - The email address of the Team Member
✅ Status - Shows either Invited or Active
✅ Role - The Role that applies to this Team Member
✅ Join Date - The Date of Joining
✅ Last Login Date - The Last Login
✅ Actions - Editing the Team Role, or Deleting The Team Member
We'll let you know when more items in the table come available.
❓Frequently Asked Questions about Team Feature:
Q: Who can create templates out of the bot?
A: Only Admins and Editors have the permissions to do this.
Q: What can the Live Chat Agent see?
A: A Live Chat Agent can only access the Live Chat tab in your dashboard. If you want a Support Agent Role, you can create that with the Custom Role feature.
Q: For how long is an invitation link in the email valid?
A: The link in the activation email doesn’t expire unless you delete the pending member from your table.
Q: How many people can use the same invite link?
A: Only the person corresponding with the team member's email address you added. This means; 1 person.
Q: What to do if a person can’t log into the bot after I sent the invite?
A: First of all, make sure that they accepted the invite you sent over. You're able to confirm this by checking the Team Table on the Team Page. If it's marked as Invited, they still need to activate their account. If you can see them marked as Activated, that means they accepted the invite, and they need to log in properly. If the issue persists. You can instruct your team member to clear their browser cache and then trying to log in again. If that doesn’t work, they can report this to the support team by sending a screenshot of the error to email@example.com.
And that's it! We continue to release more updates! 💪 We can't wait to see what you guys think. I hope you liked this one… now, on to the next one. 🙃
Thanks again for your continuous support, looking forward to sending some more cool stuff your way! 🙏🔥
The Clever Messenger Team!
PS: Got a bug to report? Let us know via support!