How to Enable Access Permissions for Chat Workflows in BoldDesk
This article outlines how to assign the necessary permissions for agents to access and manage chat workflows within the admin module. The Manage chat workflows permission is granted to specific roles such as Agent, Support Administrator, or any other custom role.
Overview of Manage Chat Workflows Permission
Permission Name: Manage chat workflows
Purpose: Grants access to create, edit, and manage chat workflows used in live chat and automated support processes.
Assignable To:
- Agent role
- Support Administrator role
- Any custom role configured by the organization
Steps to Enable the Manage Chat Workflows Permission
Follow these steps to assign the required permission to any user role:
1. Navigate to Roles and Permissions
Go to:
Admin → Roles and Permissions
2. Select the Role
Choose the role you want to configure, such as:
- Agent
- Support Administrator
- Custom Role
3. Enable the Permission
Under the Permissions > Admin Module section:
- Find Manage chat workflows
- Select or enable the checkbox
4. Save the Role Settings
Apply updates to make the permission active for all users assigned to the role.
Frequently Asked Questions (FAQs)
1. Do users need admin rights to manage chat workflows?
Yes, in all roles—including custom roles—you can be manually assigned the permission through Admin Center > Roles and Permissions > Admin > Manage Chat Workflows.
2. Does the permission allow users to delete workflows?
Yes. Users with this permission can create, edit, and delete workflows unless restricted by other role settings.
3. Will granting this permission affect other system permissions?
No. It only controls access to chat workflow management.
4. Can I assign this permission to multiple roles?
Yes. You can enable it for as many roles as needed.
