Teams and permissions

Register users, choose the access group and create custom roles with tailored permissions in Notfy. See teams, departments and two-factor authentication.

Control who gets into Notfy and what each person can see and do, by combining Users and Roles & Permissions.

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When to use

When hiring someone, changing a collaborator’s function or creating a new access profile, such as Supervisor or Finance.

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Teams

Each company is a team with separate data: leads, conversations, integrations and reports are not mixed between teams. A user can have access to more than one team.

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Register a user

1. Open Users

   In the side menu, open Settings and click Users, then the create button.

2. Fill in the information

   In the Information tab, enter Full Name, Email and WhatsApp Number (with country and area codes, numbers only).

3. Set the access

   In the Access tab, set the Password and Confirm password.

4. Choose the team

   In the Team tab, choose the Main team, the Departments and, if needed, Additional teams.

5. Choose the access group

   In the Permissions tab, choose the Access Group (the user’s role).

6. Save

   Save the record.

Tab	Main fields
Information	Full Name, Email, WhatsApp Number, Notorius (AI) access
Access	Password, Confirm password
Team	Main team, Departments, Additional teams
Status	Active User. Turn it off to block access to the system
Permissions	Access Group

The user list shows User, Team, WhatsApp, Notorius, Active and Created.

For someone who left the company, deactivate the user instead of deleting: the history is preserved.

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Roles and permissions

In Settings, Roles & Permissions, each role is a group of permissions. The role is assigned to the user in the Access Group field.

1. Create or open a role

   Click create, or edit an existing role.

2. Give it a name

   Fill in Role Name.

3. Check the permissions

   Use the Resources, Pages, Widgets and Custom Permissions tabs. For each resource, check actions such as View, Create, Edit and Delete.

4. Save

   Save the role and assign it to users.

The plan’s default roles cannot be renamed. For a different profile, create a new role.

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Two-factor authentication

Notfy supports two-factor authentication through an authenticator app. Each user can enable it in their own profile, after signing in.

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Frequently asked questions

A user does not see a menu

The menu appears according to the role’s permissions. Ask an administrator to check the role in Roles & Permissions.

How do I separate the service queues?

Create departments and include each collaborator in the departments they serve, in the user’s Team tab.

Departments

Organize sectors and queues.

General settings

Company-wide rules.

Privacy and LGPD

Consents and data subject rights.