User Roles and Permissions

Overview

A user in Glassix represents a team member in your organization. Each user must belong to at least one department and be assigned a role determining their level of access and responsibilities within the platform.

Glassix roles are divided into three categories:

  • Primary roles – Define the core level of access. Each user can have only one.
  • Feature-specific roles – Provide additional permissions. These are optional and can be combined with any primary role.
  • Conversations assignment by channel – Determine which types of inbound conversations the user may receive via automatic assignment.

Primary Roles

A user must be assigned one (and only one) of the following roles.
Workspace admins are automatically assigned to all of the departments across the workspace.

Workspace Admins can remove Department Admins from departments if needed.


RoleDescriptionRecommended UseWho can assign/remove this role
Workspace AdminFull access to all workspace settings, users, departments, channels, and chatbot flows.For system owners or internal admins who need full operational control.Only other Workspace Admins
Department AdminManages users, settings, and conversations within assigned departments.For team leads or department managers.Workspace Admins and Department Admins (for their departments only)
Department UserHandles conversations in assigned departments. No access to admin settings.For agents, sales, or support reps.Workspace Admins and Department Admins
Read OnlyView-only access to conversations and reports. Cannot reply or take any actions.For auditors, legal, or supervisors who only need visibility.Workspace Admins and Department Admins

Feature-specific roles

These roles are optional and can be added in combination with any of the primary roles.
They extend the user's capabilities without replacing their core permissions.

RoleDescriptionRecommended Use
Chatbot EditorAccess and edit chatbot scripts and flows. No access to user management or the inbox.For automation managers or chatbot owners.
Reports and Dashboard AccessView dashboards, reports, and analytics across the workspace or departments.For analysts, team leads, or managers tracking performance.

Conversations assignment by channel

These are not permission roles. They determine which inbound channels the user will receive tickets from via automatic assignment.

A user can still view and participate in conversations from all channels available in their departments, even if the channel is not selected here.
These settings affect only the assignment logic, not visibility or participation rights.

ChannelDescription
Inbound Email TicketsEmails received through connected mailboxes.
Inbound Chat TicketsMessages from embedded web chat widgets.
Inbound Facebook Messenger TicketsMessages sent through Facebook Messenger.
Inbound Facebook Posts and CommentsComments and public posts on connected Facebook pages.
Inbound SMS TicketsSMS messages via integrated SMS providers.
WhatsAppMessages sent through WhatsApp Business API.
InstagramGeneral messaging via connected Instagram accounts.
Inbound Instagram DM TicketsDirect messages via Instagram.
Inbound Viber DM TicketsMessages from Viber users.
Inbound Apple Messages for Business TicketsConversations from Apple Business Chat (iMessage).
Inbound Twitter TicketsMessages or tweets received through Twitter integrations.
Inbound Google Business Reviews TicketsGoogle Reviews turned into conversations.
TikTokMessages received through TikTok Business messaging.