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Default permission sets

Last Update: Oct 2024 Est. Read Time:
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We recommend you get started by duplicating one of the permissions defined below, and then customizing it to best fit your needs.

The following default permission sets are included in Kustomer:

  • Owner has full access to everything in Kustomer. This permission set can’t be deleted or changed by another permission.
  • Administrator has access to everything in Kustomer.
  • Content Administrator has access to update customers, send messages, view reports, create teams/users/searches, and manage the knowledge base.
  • Manager has access to update customers, send messages, and has access to Reporting, Searches, and creating teams, users, and searches.
  • User can update customers and send messages, but doesn’t have access to settings or configurations.

Note: You can only duplicate the default Content Administrator, Manager, and User permission sets.

The following table shows a breakdown of the exact access granted by each default permission set. 

Object/Product AreaAccess LevelContent AdministratorManagerUser
CompanyRead/ViewXXX
CreateXXX
UpdateXXX
Delete


CustomerRead/View
XXX
CreateXXX
UpdateXXX
DeleteXX
Merge CustomersXXX
ConversationRead/ViewXXX
CreateXXX
UpdateXXX
Delete


Merge/Split ConversationsXXX
Forward ConversationsXXX
KObjectsRead/ViewXXX
CreateXXX
Update XXX
DeleteXXX
Apps (Shopify Actions)*Run All Actions (Return & Cancel)XXX
Channel ManagementRead/ViewXXX
Knowledge BaseRead/ViewXXX
CreateX

UpdateX

DeleteX

BrandsRead/View
XXX
ShortcutsRead/View
XXX
CreateX

UpdateX

DeleteX

TemplatesRead/View
XXX
CreateX

UpdateX

DeleteX

Proactive MessagingRead/View
XXX
CreateX

UpdateX

DeleteX

SnippetsRead/View
XXX
CreateX

UpdateX

DeleteX

TagsRead/View
XXX
CreateXXX
UpdateXXX
DeleteX

Klass ManagementRead/ViewXXX
ReportingRead/ViewXX
CreateXX
UpdateXX
DeleteXX
Export ReportsXX
View User PerformanceXX
SearchesRead/ViewXXX
Export SearchesXX
Global SearchXXX
Bulk ActionsXXX
Organization and LocalizationRead/ViewXXX
Conversation StatusRead/View
XXX
Queues & RoutingRead/View
XXX
UpdateXXX
Business RulesRead/View
XXX
SLAsRead/View
XXX
Business SchedulesRead/View
XXX
BillingRead/View
XXX
Audit LogsRead/View
XXX
SatisfactionRead/View
XXX
UsersRead/View
XXX
CreateXX
UpdateXX
DeleteXX
TeamsRead/View
XXX
CreateXX
UpdateXX
DeleteXX


*Note: Currently, Shopify is the only app that appears in this section once installed.