Workspace & Members

• 1 Workspace Limitation

  • 1.1 Connect to Multiple Facebook Pages / Google Businesses

  • 1.2 Should I use different workspaces for different businesses?

• 2 Workspace Settings

  • 2.1 Workspace Profile (Timezone)

  • 2.2 Workspace Management

  • 2.3 API Keys

• 3 User Settings (Timezone)

• 4 Members and Roles

  • 4.1 Live Chat Agent has limited access to the account. A live chat agent can

  • 4.2 Live Chat Supervisor has limited access to the account. A live chat agent can

  • 4.3 Member has limited access to the account. A member can

  • 4.4 Admin has limited access to the account. An admin can

  • 4.5 The owner has full access to the workspace. Owner can

  • 4.6 Invite, Delete & Edit Role of Member

  • 4.7 Edit Role of Members

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As mentioned previously, workspace is to be seen as a team while members/users are the people working in the team.

A workspace can have many members and a member can join many workspaces in different roles.

Workspace Limitation

Generally, a workspace is designed for one business and it organizes all the resources for the business, such as payment accounts, email sender profiles, products information, etc.

Each workspace has it's own billing and limitation on members, bot users and bots amount (fees applied for flexible add-ons).

1 workspace can connect to:

• only one omnibot (8 channels)

• only one Facebook account

• only one Google account for Google My Business

• only one Google account for Google Sheet

• only one Google account for Gmail

• only one Google account for Dialogflow

• only one Intercom account

• only one Stripe account

• only one PayPal account

• only one Cloudinary account

• only one Calendly account

• only one MongoDB Cloud account

• only one Twilio account

• only one SignalWire account

• only one Message Media account

• only one SendGrid account

• only one MailChimp account

• up to ten SMTP profiles (SMTP email sender)

Moreover, one workspace can download each mini-app only once. For example, if you download a WooCommerce mini-app and connect your workspace to a WooCommerce account, you are unable to download it again to connect to another WooCommerce account unless the app developer designed it to connect more than one account.

Important - You are allowed to connect your workspace to only 1 Facebook/Google(for Google My Business) account, but you can create bots for more than 1 Facebook Page / Google Business.

Connect to Multiple Facebook Pages / Google Businesses

You can connect to any Facebook Page / Google My Business and create bots for them if you are the owner/admin of those pages/businesses.

When you connect to your Facebook account, make sure you select all the pages that require management, and there you go. For example, if you want to build bots for your clients, simply have your clients invite your Facebook account to be an admin of their Facebook pages.

Same for Google My Business, have your clients invite your Google account to be an admin of their businesses, and then you can build Google bots for them.

Should I use different workspaces for different businesses?

It is up to you.

Workspace Settings

Workspace Profile (Timezone)

To edit the profile of your workspace, click Workspace Settings and profile in the above screenshot. You can change your logo, workspace name, timezone and default flow theme.

TIP - The timezone setting of a workspace will affect how your bot processes time value. For example, the system value "BOT_CURRENT_TIME" differs with different timezone settings. Moreover, system value "NOW" and "TODAY" is based on bot users' timezones; if they don't have a timezone in their profile, the workspace timezone is used.

Workspace Management

Click a workspace name on the upper left corner of your dashboard to switch to the workspace. By clicking 1 and 2, you will jump to the workspace management page:

Here, you can see all the workspaces you've joined. As marked in the screenshot, you can:

1. Create new workspaces (the creator of a workspace becomes the owner)

2. Switch to that workspace

3. If you are not the workspace owner, click the yellow arrow to leave the workspace.

4. If you own the workspace, you will see a red x instead. Click it to delete the workspace.

API Keys

Select a workspace and a flow to create an API key to access the flow from API calls. Try our APIs here. PrimeChat has also integrated with many third-party automation services such as Zapier, Pabbly Connect, Integrately, Integromat, etc.

User Settings (Timezone)

Click your user name and "Your Settings" in the upper right corner. Moreover, you can find support links here. For example, try "Quick Tour" to get familiar with your dashboard!

TIP - The timezone setting of a PrimeChat user will affect the time shown in the web portal, such as the time shown in the conversation in your Live Chat, Error Logs, etc. See the screenshot below.

In your profile, you can update your photo, user name, email address, timezone and time format.

Members and Roles

Each "PrimeChat account" is to be seen as a person/user. Members are all the people who have limited or full access to the workspace. There are five types of roles: Owner, Admin and Member, Live chat supervisor, and Live Chat Agent.

The first user who creates the workspace becomes the only owner of the workspace.

Live Chat Agent has limited access to the account. A live chat agent can

• Only live chat with the customers

• Have limited access to boards

The Live Chat Supervisor has limited access to the account. A live chat agent can

• Only live chat with the customers

• Assign live chat to different live chat agent

• Access the analytics section (Custom events and reports, other analytics such as webhooks not included)

• Access to boards

Member has limited access to the account. A member can

• View and edit all flows

• Access to all Analytics

Admin has limited access to the account. An admin can

• Have all features with Member

• Manage channel connections (add numbers, agents, connect pages, etc)

• Manage all integrations

• Manage the e-commerce system

• Manage templates

• Manage mini-apps

The owner has full access to the workspace. Owner can

• Have all features with Admin

• Manage workspace profile

• Manage members in the workspace (invite, delete, edit role)

• Manage subscription and payment

Invite, Delete & Edit Role of Member

(Owner Only) Follow steps 1, 2 and 3 in the above screenshot to send out an invitation to a new member with his/her email address and role setting.

If the new member is already a PrimeChat user, he/she can accept the invitation in the PrimeChat notification centre (the bell icon in the upper right corner, see two screenshots below).

If the new member is not a PrimeChat user yet, the invitation email will contain a link to set up a new password. Once set up, the member can log into the workspace with their login details.

Edit Role of Members

(Owner Only) You can assign a role at the time you invite new members or edit it later on the member page. Click on the gear icon to change the role of a member.