Managing users and teams

This guide outlines how to use the User Management section of the Giosg console, that allows you to efficiently manage users, assign permissions, create teams, and handle user-related tasks.

You can add, remove and update user permissions as well as edit teams from "User management" in the top bar of the Giosg console. 

 

Users

Adding new users

1. Navigate to User Management → Users.
2. Click the + New User button.
3. Enter the new user's email address.
4. A registration link will be sent to the provided email address. The link is valid for 48 hours.

 

Editing user information

To edit a user's details or assign permissions:

1. Go to User Management → Users.
2. Click on the user you wish to edit. 
3. Modify their information (email, alias, profile picture) and assign permissions as needed.
   By default, if no permissions are granted, the user will only be able to chat (if chat functionality is enabled).

 

Deleting Users

To delete a user:

1. Go to User Management → Users.
2. Click on the user you wish to delete.
3. Choose Delete User.
   
   

Please note:

• Deleted users remain in the reporting system, so their chat data and presence stats will still be visible even after deletion.
• You can also set users to "offline" status in chat if needed.

 

Available Permissions

General Permissions (available to all Giosg customers)

• Reporting: Grants access to reporting tools, enabling users to view performance data and metrics.
• Users: Grants the ability to manage user access and permissions within User Management.
• Settings: Allows access to general settings and chat-related configurations.

Interaction Builder Permissions

• IB_Designer: Grants access to the Interaction Builder.
• IB_Publisher: Allows users to publish, republish and unpublish interactions. Grant also the settings permissions so that Publishing Settings can be configured inside Interaction Builder.
• IB_Data: Provides access to form data created with your interactions.

Other Permissions

• WFB User: Allows users to view and edit integrations and workflows created with the Workflow Builder.

Teams

Creating and Managing Teams

Teams make it easier to manage your users and define your routers. You can also use them for chat invitations, making it easier to invite a group of users instead of sending individual invites.

1. Navigate to User Management → Teams to create, edit, or manage teams.
2. A user can belong to multiple teams, allowing flexible access control.

 

Using Teams for Chat Invitations

Teams also come in handy in chat invites, as they allow users to send invites to the whole team instead of an individual user. 

• By inviting a team, all members of the team are notified, and one of them can join the chat.
• This feature simplifies chat coordination, especially in larger organisations.
  
  

Teams in networked accounts

If your Giosg account is networked with a partner's account (set up by giosg support), you can share teams between accounts:

1. Go to User Management → Teams.
2. Select the Choose Team option to share your team.
3. You can decide which teams from the partner’s account are visible and can be invited to your chats.