This feature enables you to provide other users with full access to your bot. Moreover, simultaneous real-time editing is possible from several accounts.
Generally, there are two roles: Bot owner and Bot administrator.
Initially, the bot creator has the “Bot Owner” role.
Shared bots are marked with special icons in the “My Bots” section.
In the examples below, the first icon is the one seen by owners and the second by admins. Admins cannot delete or copy a shared bot, there is no “Additional options” button for such bots. Nonetheless, admins can import shared bots:
In the "Teammates" tab, you can see the list of people who have access to the bot.
By default, there is one role for a bot creator - “owner”. The bot owner has full control of the bot, also having the option of enabling or prohibiting access to the bot for different users. Invited admins have access to the bot and all its sections (including PRO-Plan features). The “Channels” section is available for all users as well.
Below is an image of the owner's interface with a non-shared bot:
The tab contains a table with a list of users who have access to the bot. Each entry contains:
Name - the user’s name
Admin email - the user’s email
Role - the user’s role (Owner/Admin), by default the bot creator is an Owner
Status (available only for owner) - the user’s status (active/inactive)+tooltip
NLP Share (On / Off) - indicates if an administrator has access to the NLP section.
Inbox Share (On / Off) - indicates if an administrator has access to the Inbox section. Inbox sharing is available only for the PRO-bots.
Actions (available only for owner) - actions with the user (Revoke access / Grant owner access)
To start work it is necessary to share the bot. To do so press “Invite admin” and enter the email of the user that you need to give access to. Press “Share” to continue:
When the button is clicked, a message is sent to the specified email with a link enabling access. The user should confirm access by clicking on a link, after that the bot will appear in their "My Bots" section. You can invite an unlimited amount of users.
This functionality enables you to invite non-registered users. They get an email with a link to become registered. Right after the registration a new user gets access to the shared bot.
You get notifications in the following cases:
When you have been invited to be a new admin
When you have been invited to be a new owner
When your admin rights have been revoked
After sending an invitation a new entry appears in the table. The initial status of a new user is “inactive”. Once they have clicked the link, their status will become “active” and they will get full access to the bot.
Actions available for the Owner:
Revoke access - revoke access to the bot. When clicked, the chosen administrator loses access to the bot and the entry disappears from the “Teammates” tab. Also, a removed user gets the following email notification: “Your permissions to edit this bot have been revoked. Please contact the owner to gain access again.”
Grant NLP access / Revoke NLP access
Grant Inbox access / Revoke Inbox access
Grant owner access - sends the user an invitation to become a bot owner. A future bot owner gets an email containing a link to accept an invitation. On following the link, the previous owner becomes an admin, and the previous admin becomes a new owner.
Below is an interface of the “Teammates” tab for the Admin role. There are 3 columns: Name, Admin Email, Role:
Actions accessible for Admin:
Give up permission to edit - decline access to the bot. When clicked, the admin loses access to the bot, the other user’s “teammates” tab loses their entry.
Invited admins can’t:
- Delete shared bots
- Invite other (third-part) admins
- Edit models in NLP (this feature will be released later)
In the headline of the page, you can see the initials of the users who are looking through the bot settings at any particular moment.
When editing fields and interactions simultaneously you can see the name of the user who is editing the same element at that moment. In the top right corner, there’s a sign indicating that someone is editing that field. To see their name you should hover the indicator:
Examples of simultaneous editing
An interface of the “configure” page for admin 1:
An interface of the “configure” page for admin 2:
An interface of the “configure” page for a bot owner:
The SnatchBot system tracks all changes made to bots and stores them in the database. This feature is especially useful when several users edit a bot, using the Collaboration feature. More information about this option is available here
* Reports and Dashboard
The statistics on the Reports and Dashboard pages include data from the shared bots.
Note: reports are available for administrators if a bot has PRO status.
The Inbox section is available for an administrator if the following two conditions are met:
- The bot owner must give access to the Inbox in the Teammates tab
- The shared bot must have PRO status
In this case, Bot administrators can reply to users of shared bots.
If these conditions are not met then admins can see the conversations of the shared bots, but can not compose and send messages to the chat. They see the following placeholder in the input field: "You cannot reply to users of shared bots". They also do not receive notifications about awaiting conversations.
Bot administrators can not delete conversations from the Inbox section. When you use the "Remove All" button, then conversations of shared bots will not be removed.
* Advanced Stats
Advanced Stats are available for bot administrators. Shared bots being in the PRO-Bot filter are marked as “Shared”:
* Support Center
Bot administrators do not have access to the shared PRO-Bots in the Support Center.
If an administrator has their own PRO-bots, the PRO version of the Support Center will be available, but the shared bots will be excluded from the list of the PRO-bots while submitting a ticket.
* Import / Export
Export and import of the shared bot is available for the bot owner only.
* Embed chat -> Message counting mode
Only the bot owner can change the message counting mode.
Bot administrators can see sent broadcasts in the Sent tab. However, they have no access to the Drafts and Scheduled tabs.
* PRO-Plan tab
Bot administrators also get all the PRO-Plan benefits of the bot. However, PRO-Plan settings management is available for the bot owner only. Bot administrators can only see the number of Available messages and the current monthly fee.
Only the creator of the automation can open, view and change automation settings, as well as delete automation.
It is possible to turn on/off any automation, regardless of your role:
Updated 6 days ago
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