Managing Team Members and their Roles

The Zammo Portal comes with the option to assign different roles to users.

Role Name	Role Description	Role Actions
Owner	The Owner:

Sets up the business(es)/organization(s)
Manages the billing and the plan for the business(es)/organization(s)
Manages team members | The Owner is the first user to set up an account.

The Owner adds admins to the organization/business. | | Admin | The Admin:

Manages content and runs machine learning model training.
Manages team members (except for the Owner) | | | Publisher | The Publisher manages content and runs machine learning model training. | | | Contributor | The Contributor edits content. | | | Guest | The Guest can view content. | |

Permissions Matrix

Portal Area	Feature/Functionality	Owner	Admin	Publisher	Contributor	Guest
Account Settings	Can view company profile	Yes	Yes	Yes	Yes	No
	Can edit company profile	Yes	Yes	Yes	No	No
	Can invite team members	Yes	Yes	No	No	No
	Can remove team members	Yes	Yes	No	No	No
	Can view remaining interactions	Yes	No	No	No	No
	Can view invoices	Yes	No	No	No	No
Analytics	Can download and schedule analytics reports	Yes	Yes	Yes	Yes	No
	Can view analytics	Yes	Yes	Yes	Yes	No
	Can generate an API key	Yes	Yes	No	No	No
Q&A	Can send Q&A in Draft to Edit and Review	Yes	Yes	Yes	Yes	Yes
	Can send Q&A in Edit and Review back to Draft	Yes	Yes	Yes	Yes	Yes
	Can view Published Q&A	Yes	Yes	Yes	Yes	Yes
	Can view Q&A in Draft	Yes	Yes	Yes	Yes	Yes
	Can view Q&A in Edit and Review	Yes	Yes	Yes	Yes	Yes
	Can edit Q&A in Draft	Yes	Yes	Yes	Yes	No
	Can edit company profile and advanced settings	Yes	Yes	Yes	No	No
	Can publish Q&As in Edit and Review	Yes	Yes	Yes	No	No
	Can un-publish Q&As	Yes	Yes	Yes	No	No
UI Builder	Can view and enable past versions	Yes	Yes	Yes	Yes	No
	Can edit existing blocks	Yes	Yes	Yes	Yes	No
	Can create new triggers and blocks	Yes	Yes	Yes	Yes	No
	Can save UI Builder version	Yes	Yes	Yes	Yes	No
	Can export ZIP file	Yes	Yes	Yes	Yes	No
	Can view current content	Yes	Yes	Yes	Yes	No
	Can publish UI Builder version	Yes	Yes	Yes	No	No
Simulator	Can copy chatbot and voice tokens	Yes	Yes	Yes	Yes	Yes
	Can view phone number and code	Yes	Yes	Yes	Yes	Yes
	Can enable and use test	Yes	Yes	Yes	Yes	Yes
	Can regenerate tokens and codes	Yes	Yes	Yes	Yes	No
	Can refresh tokens and codes	Yes	Yes	Yes	Yes	No
	Can turn “Share” on and off	Yes	Yes	Yes	Yes	No
Channels	Can publish to platform/channel(s)	Yes	Yes	Yes	No	No
	Can deactivate channel(s)	Yes	Yes	Yes	No	No

For instructions on adding users to an organization or business, click here.