Understanding roles within Shilo.ai is crucial for maintaining proper access control and operational efficiency. This guide outlines the differences between Member and Admin roles, explains their permissions, and provides a step-by-step process to assign or change roles for users.
Understanding Member and Admin Roles in Shilo 🎥
Navigate to Settings
Click on the gear icon on the left to go to the Settings tab.
Go to Users
Select "Users" to view the list of users and their roles.
View Roles
In the "Users" section, you can see agents with accepted invites, pending invites, and the bulk invite option.
Members typically have access to their own data only.
Admins have access to view all agents within the organization, suitable for team leads and sales managers.
Change Role
On the right side of each user, click on "Change Role."
Select the desired role (Member or Admin) from the dropdown menu.
Click "Change Role" to apply the new role.
