The right access for the right person, without the mess
Chatinbox comes with three ready-made roles: Admin, Operator and Observer. Decide in a few minutes who sees what and who can change what. Each agent sees only the screens they need. Everything else stays out of the way.
Chatinbox comes with three ready-made roles. Admin manages everything. Operator answers messages but cannot touch settings. Observer only watches. You decide in a few minutes who sees what. You assign, hand over and balance conversations between people.
Team members
Ali Kara
ali@company.com
Zeynep Yildiz
zeynep@company.com
Mehmet Demir
mehmet@company.com
Role permissions
Three roles, clear boundaries
Every account has three ready-made roles. Admin is in charge of everything: billing, adding users, reports and settings. Operator is the person talking to customers. They answer messages and open customer cards but cannot touch system settings. Observer only watches: they view conversations and reports but do not send messages.
You do not have to build a permission table from scratch. Turn on the ready-made roles and your team is in place within minutes.
Common questions about roles and permissions
How many people can I add to my team?
There are no named plan tiers. What you pay depends on how many users and channels you use. As the team grows you add users and manage everyone from the same panel. The exact figure for your user count is set out in a written quote.
Can I adapt the roles to my own needs?
Alongside the ready-made Admin / Operator / Observer roles you can define your own. Which department sees which channel, which tags they filter: you set this in the admin panel in a short time.
Can I restrict an agent's access right away?
Yes. A permission change takes effect at once. The person does not need to sign out and back in. From that moment they only see the channels and customer data still open to them.
Each department sees only its own work
Sales sees only the sales channel. Support sees only support requests. With channel and tag restrictions, everyone sees only their own area on screen. That keeps focus. Data also stays out of hands that do not need it.
Moving a conversation to another department takes one click. The history travels with it to the team taking over. The customer does not have to explain themselves again.
Department access matrix
| Department | Webchat | ||
|---|---|---|---|
| Sales | |||
| Support | |||
| Marketing |
Conversation assignment
Assign, hand over and balance conversations
Route an incoming conversation to the right agent with one click. A conversation given to no one waits in the shared pool. An available Operator picks it up according to workload.
When a conversation moves from one department to another, its full history moves with it. If you define an auto-distribution rule, the system assigns and evens out the load.
Who wrote what, and what is still open
You see on one screen which agent wrote what to which customer. Open requests and conversations waiting for follow-up sit on the same screen. It is clear who owns each conversation. Unowned requests stay visible on the list.
With an IP whitelist you allow sign-in only from networks you trust. If an attempt comes from a blacklisted address, the system blocks it.
Open conversations
Zeynep Yildiz replied
Today, 09:15 - WhatsApp / price question
Ali Kara took over the conversation
Today, 10:32 - Instagram DM / information request
Zeynep Yildiz moved the conversation to support
Today, 11:05 - history moved with it
Mehmet Demir set a follow-up
Today, 14:20 - call back tomorrow
Unowned request still open
Today, 16:45 - WhatsApp / assigned to no one
Run your team with peace of mind
With Chatinbox roles, everyone reaches only what they are allowed to. We do the setup. You start within minutes and keep security in place all the time.
How to do it
Step-by-step guides from the help center for this feature:
