Team Roles

Team Role is a feature that allows you to add team members to help manage your chatbot on Clepher. 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.

Here are the default roles that you have access to:

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
Viewer: Read-Only Access to everything in chatbot

Team Roles Overview

Team Roles is located in Configure > Team.

In this section of the article, you find what you can expect on the Team Roles Table respectively; Email, Status, Role, Join Date, Last Login Date, Actions, Bulk Actions and more.

1. Email

Shows the email address of the Team Member.

2. Status

Shows either Invited or Active.

3. Role

The Role that applies to this Team Member.

4. Join Date

Shows the date of joining.

5. Last Login Date

Shows the date the team member last logged in.

6. Actions

These are the Actions you can perform on an individual role, currently: Role, Delete.

7. Drop-Down menu

You can change the number of Fields that you want to appear per page by clicking the drop-down in the right upper corner. You can choose to show either 10, 25, 50 or 100 subscribers per page.

8. Search

In the right upper corner, you can also use the search field. Search terms are applied to all data in the table. This means you can search for a specific team member by typing the name.

9. Next/Previous Page

In the bottom right corner, you can view the next page or previous page by clicking “next” or “previous”. This allows you to navigate through all your Team Members.

How to perform Bulk Actions?

You can perform Bulk Actions by clicking the checkboxes – of the Team Member you want to perform Bulk Actions on – in the first column. From there you perform Bulk Actions like Delete Team Members, by clicking the Bulk Actions button in the right upper corner.

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.

Note:

If the team member already has a Clepher 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 Clepher 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.

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.

Clepher Documentation