Enhanced Navigation Bar and Roles and Permissions

Overview

Part of CINNOX v3.10 releases covers enhancing and simplifying the Navigation Bar and Roles and Permission to provide ease of use and effectiveness.

Here is the summary:

Navigation Bar

• We grouped similar Features and Functions in the Web Dashboard for easy accessibility and availability on the same menu.
• We have hidden the menus and pages unavailable to your roles and permissions to have clean and smooth navigation to your menus and pages.

Roles & Permissions

• We streamlined the Staff Default Roles and Data Access Levels to manage the default roles in your organisation efficiently.
• We enriched the Staff roles' details and permission with categories and sub-categories for the features according to their functions for better custom role management.

 

Let's dive into the updates with the below details.

Navigation Bar

Web Dashboard

The CINNOX Web Navigation has the following changes when logging into your service.

• The Staff moved to the Administration > Organisation menu.

• The Destinations and Channels moved to Administration > Channels menu.

• The Prompts, Recording & Transcript and Auto Close Enquiry moved to Administration > Tools & Settings menu.

• The Tools menu is renamed to Tools & Settings.
• The Manage Source page can be found on the Social and Third Party Channel pages. We removed it from the Administration menu.

 

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Roles and Permissions

CINNOX lets Staff administrators assign different roles to Staff members. Depending on the roles or teams, the Staff members will have different data scopes, e.g., levels of access to data within your CINNOX service and different permissions when using the CINNOX features.

The Staff administrator can use the Staff Default Roles and Data Access Levels to assign to the Staff members or create Custom Roles.

 

Data Access Level

CINNOX allocated the data access level for the Staff default roles accordingly.
It would be best if you assigned the Data Access Level when creating a Custom Role.

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The Staff with Team data access level, has been changed to Department.

 

Default Role

The below table shows the Staff default roles and their corresponding data access level in the service.

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The Staff with the Leader and Manager roles have been changed to Supervisor.

 

Feature Permissions

The below table shows the permission and its description of what action it will grant to the feature.

 

Features and Permissions to the Staff Default Roles

The table below shows the CINNOX Features available to the Staff - Default Roles and the corresponding Permissions.

 

Custom Roles

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When creating a new Custom Role, you can manage what features and permissions you should assign to the new role accordingly. No rules and functionality changes were made to the custom role; instead, we enhanced the interface for a better experience.