Roles & Access Groups

In the Roles & Access section, it would be very helpful to be able to create Access Groups depending on team members roles’ needs.

For example: I have 3 technicians that also do Dispatch Work, so they need to access to different features than the other technicians.

Here’s what two of the groups could look like for this example:

• Service Desk Technician

  • Role: Viewer

  • Neo Support data: [all available options]

  • Permissions: Chat

  • Agents & workflows: No access

• Dispatch Technician

  • Role: User

  • Neo Support data: [all available options]

  • Permissions: Chat + Companies + Feedback

  • Agents & workflows: [specific selection]

This would make onboarding new employees much quicker, and ensure that each team member receives the tools they actually need, without having to document the information elsewhere.

Also, any change made to a group (like adding/changing visible Agents & workflows) would be applied to all users within the same group, without having to modify each individually.