TABLE OF CONTENTS
- User Roles
- Joining an account
- How do I see what my Manychat User Role is?
- Changing User Roles
- Removing yourself from the account
User Roles
In your Manychat account, there are several User Roles, each one has its own permissions. All users who have access to a particular account within Manychat have one of four User Roles that define what sections of the Manychat are available to them and can be changed.
Here's a brief description of each role:
Owner
The owner controls user roles management. The owner can also disable and clone the bot, share its contents, create and install templates, manage billing and payments. There is only one owner role per account.
Admin
Admins control user roles management except for the Owner role and following permissions: bot cloning and disabling, sharing bot contents, creating and installing templates, managing billing and payments. Some Settings tabs like 'Integrations' are visible to a page Admin only.
Editor
Editor role is the second most important role in bot management. Editors can create and manage bot content (including template installation), but they do not have enough permissions for disabling the bot, cloning or sharing the content, and creating templates.
Live Chat Agent
This role is used to communicate with bot subscribed contacts and grants all the required permissions to manage conversations inside Live Chat. Live Chat Agents can assign existing Tags and manage Custom User Fields values. They are not allowed to create or edit bot content but can view all the existing flows. Also, Live Chat agents can't perform bulk actions with conversations (mark as Open/Done).
Viewer
This role allows team members to track bot stats and view sent Flows statistics in "view only" mode. Viewers are not allowed to create or edit bot content.
Joining an Account
There are 2 ways of how you can join the account. First, you can request access and wait for the owner’s approval. Second, you can join the account by an invitation link.
Requesting Access
In order to join the existing Manychat account go to the list of all your accounts in the left-side menu, click "Create new account".
If you want to join an existing account with a specific Facebook page connected , you should request access to it. In order to improve account security we don’t allow to join account, even for Facebook page admins. So all Facebook page admins, that don’t have access to Manychat account will see «Request access» button:
When you’ve submitted the request, the owner of the account can approve it in Settings->Team section:
If you don’t know who is the owner you can hover over «Request sent» button and see owner’s name in the tooltip:
Joining by Invitation Link
You can invite new users to the Manychat account by giving them an invitation link. Keep in mind that only the Owner and Admins of the account can generate an invitation link. The invitation mechanism allows Admin to choose the role that will be assigned to an invitee who follows your link.
Please note: the invitation link expires after 24 hours and can be used only once.
In order to generate an invitation link go to Settings --> Team, click the 'Invite New Member' button, then select the desired User Role and click Generate a Link. Copy the link and send it to a person who needs to join.
In case of joining by invitation, the Facebook Page role a user has is insignificant (e.g. if someone who has a Facebook Page Admin role was invited via Viewer-link they end up having a Viewer User Role within Manychat). Furthermore, your invitees do not need to have any Facebook Page role at all. All they really need to have to join your account is a Manychat account.
Note that if a person is already a user of Manychat account it's impossible for them to change their User Role by following the invitation link with the different User Roles.
How do I see what my Manychat User Role is?
You can always check your current Manychat User Role in the T tab. Go to Settings -> Team, find your name in the table with users that have access to the account. If you used your own credentials to log in to Manychat you should see "It's me" text right next to your name. This is your status on this Manychat account. As you can see, on this account I am the owner.
1. As an owner, you have full control over other user roles on the account. The owner is the person, who created this Manychat account. In the rightmost column of the table called "Status", you'll be able to see your role.
2. In this tab, you can also grand and deny Billing access to this account. If you want to give someone Billing access (so they can see the Billing tab, Invoices, and Billing information), you just need to check this box under the name. Only the Owner or Admins can grant access.
3. If you are also an Admin of the Facebook Page you will see the Facebook icon right next to your Manychat User Role. Please note, that even if you are an Admin on the Facebook Page, it won't automatically grant you an admin role in Manychat. You will be assigned the role that was granted to you via the Invitation Link.
Changing User Roles
Manychat account Owner and Admins can change the role of any other user who joined the bot by invitation. But Admins can't change the role of the Owner to any other role.
Removing yourself from the account
To leave the account, you need to open Settings --> General tab, and in the bottom of the page you will find a 'Leave' button:
But please note: If you are an owner of the account, you won't be able to leave the account, until you transfer your ownership to another user. (In case this bot needs to be online). To transfer ownership, please go to Settings → Team, click on the user role, and select "Make Owner" option. Please note, that there is only one Owner per account. If you transfer your ownership, you will lose it and become an Admin of the account.
Please note: Effective September 1, 2021 new Free accounts will have a limit of (1) Team Member per account. Once this limit is exceeded, account owners will no longer be able to send messages to contacts through configured automations, Live Chat, and Broadcasts. Users may remove a team member to stay within the limits of the updated Free plan.