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MyAlice Guide
MyAlice Guide
  • 👋Welcome to MyAlice
  • 🚀Getting Started
    • 🔤Key Terminologies
    • Signup to Myalice
    • 🤟Create your Team
      • Personalize your Team
      • Manage User Roles
      • Create Groups in your Team
      • Create Multiple Teams
      • Connect Multiple Teams
    • 💸Set up your Billing
      • Subscribe to the Premium Plan
      • Subscribe to the Enterprise Plan
      • Subscribe through Shopify
      • Update your Subscription
      • Add a Payment Method to Use WhatsApp
      • Track and Configure your Billing
      • Unsubscribe from MyAlice
    • 🎙️Agency Mode on MyAlice
    • ⏰Set up your Business Hours
  • 🔗MyAlice Channels
    • 🎉Connect Your Social Media
      • Connect Your Facebook Feed
      • Connect Your Messenger
      • Connect Your Instagram Messenger
      • Connect Your Instagram Feed
      • Connect Your WhatsApp Business Account
      • Connect Your Telegram
      • Connect Your Viber
      • Connect Your Line Messenger
    • 📧Connect Your Email
      • Connect Gmail
      • Connect Custom Email
    • 🌐Connect Your Website or Mobile App
      • 💬Connect your Website for a Chat Plugin
      • 📱Connect Your Mobile App (Android / iOS)
    • 🇫🇲Clone Channels
  • 📥MyAlice Inbox
    • 🧭Navigate the Inbox
    • 🔔Manage Inbox Notifications
    • 💬Understand Chat Features
    • 🎫Manage Tickets
      • Assign a Ticket
      • Resolve a Ticket
      • Tag a Ticket
        • Tag Settings
      • Reopen Tickets
      • Smart Ticket Assignment
    • 🎮Advanced Ticket Management
      • Ticket Configurations
      • SLA Configurations
  • 🛒E-commerce on MyAlice
    • 🛍️Overview
    • 💜Manage your WooCommerce Store
      • Connect your WooCommerce Store to MyAlice
      • Connect Your Customer Information on WooCommerce
      • Manage WooCommerce Orders from Inbox
    • 💚Manage your Shopify Store
      • Connect your Shopify Store to MyAlice
      • Connect Your Customer Information on Shopify
      • Manage Shopify Orders from Inbox
    • 👜Product Recommender
    • 🏆E-Commerce User Data in Inbox
  • 🤖Chatbot & Automation
    • 🧭Explore the Automation Tab
    • ✨Create rules to trigger a Sequence
      • Keyword wise Automation
      • Source (referral) wise Automation
      • Post comment wise Automation
      • Facebook Ad wise Automation
      • User intent (by NLP) wise Automation
        • Connect wit.ai NLP
        • Connect MyAlice NLU
        • Connect INTNT
        • Connect Intents to Sequences
    • 🧱Add Blocks to Your Chatbot
      • Block Compatibility
      • Add and Send Content Blocks
      • Collect User Information Blocks
      • Action Blocks
    • 🚗Create Advanced User Journeys
      • Quick Reply Block
      • Button Block
      • Gallery Block
      • CSAT Block
      • Datalab Entry Block
    • Page
  • 📲MyAlice for WhatsApp
    • 🗺️Overview
      • Migrate from your Existing BSP
      • Migrating from the WhatsApp App to the API account
      • Difference between WhatsApp Business App vs WhatsApp Business API
      • Verifying your Facebook Business Account
      • Picking a number for WhatsApp Business
      • Getting Started with Message Templates
      • Message Templates & Session Messages
      • WhatsApp Message Templates Best Practices
      • WhatsApp API Pricing
      • Apply for a Blue Tick
    • 📤Create and Send Template Messages
    • ⭐Starting a new conversation
    • 👩‍👩‍👦‍👦WhatsApp Broadcasts
      • WhatsApp Broadcast Overview
      • Create a Broadcast
      • Opt-In and Opt-Out
    • 💰Automate Sales in WhatsApp with WhatsApp Catalog
      • 🔃Upload Inventory in Meta
      • 🔗Connect your Catalog to the WhatsApp Business Account
      • Share Products with Your Customer
    • 📈WhatsApp Marketing Automation
      • 💚Setup WhatsApp Automation for Shopify
      • 🍀Shopify + WhatsApp Marketing Automation- Sample Use Cases
  • 📱MyAlice Mobile App
    • ⬇️Download the Mobile App
    • 🤓Navigate the Interface
    • ⚡Enable Mobile App Notifications
    • 📬Using the Mobile Inbox
  • 📂Data Lab & Analytics
    • 📊Diving Deep in Data Lab
      • Create a Datalab Sheet
      • Create Forms in Data Lab
      • Add, Collect or Store Data in Data Lab
    • 👪Understand the Customer Tool
    • 📈Analytics, Metrics & Reports
      • Customer Metrics
        • General Metrics
        • User Demographics Metrics
        • Chatbot Efficiency Metrics
      • Automation Metrics
      • Agent Metrics
      • CSAT Reports
  • 🔑External Integration
    • 🏬Checkout.com
      • Recieve Payments with Checkout.com
    • 🪂Pabbly
    • 🦾Developer Documentation
  • Release Log
    • Release Log: Version 1.27.9
    • Release Log Version 01.25.01
  • Release Log Version 1.25.03
  • Release Log Version 1.25.04
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On this page
  • User Access
  • Accessing User Management
  • Custom Access

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  1. Getting Started
  2. Create your Team

Manage User Roles

Explore different user roles and learn how much control each role has in a team.

Last updated 4 months ago

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User management in MyAlice provides an efficient way to manage team members by adding them to specific teams and defining their roles. MyAlice offers four subscription plans, each designed to meet different business needs. User access and permissions vary based on the chosen plan, ensuring you get the features and control tailored to your requirements.

The Four subscription plans along with their plan wise services are given below:

Here,

For each of the subscription plans, the access levels of invited team members depend on their assigned roles. Owners of the account will have access to every module under all the subscription plans.

User Access

Free Plan doesn’t involve access for Automation, Data lab and API nav bars. Below is a table detailing the specific permissions granted to each role in the Free Plan:

Premium Plan doesn’t include access over Data lab and API nav bars. It includes the following user access:

The Business Plan has the following user access:

The Enterprise Plan has the following user access:

Accessing User Management

  1. Navigate to User Management

Log in to your MyAlice account, then go to the Settings section. Click on User Management under Team Settings to view all team members and their assigned roles.

  1. Adding a New Member

  • Click on +Add New Member. Note that the number of team members you can add depends on your subscription plan.

  • Enter the email addresses of the new members in the input field, separating each with a comma, space, or enter.

  • If an email is entered incorrectly, does not exist, or is already added, it will be highlighted in red, and a message below the input field will indicate the specific reason the email was not accepted.

  • Assign a role to the new team member by clicking on Select User Role and choosing the appropriate role. After multiple emails have been entered, all selected team members will be assigned the same role. To assign different roles to different members, close the pop-up window and click on +Add New Member again.

  • Click Invite to send the invitation to the specified email.

  1. Viewing Member Details Once a new member is added, their name, email, last login, and assigned role will be displayed in the user list.

  1. Managing Roles

  • To update a member’s role, managers or supervisors(only) can click the dropdown menu in the User Role column beside their name and select a new role (e.g., Admin, Supervisor, Developer, Marketer, or Agent). The permissions and access for each member will adjust based on their assigned role.

  1. Searching for Members

  • Use the search box to type the name or email of the member you want to locate.

  • To search by user role, click on the relevant roles, then select Apply Filter.

  • Use Clear Filter to reset the search.

  1. Deleting Members

  • To delete a single member, click the Action button on the right-hand side of their entry and select Delete.

  • For bulk deletion, check the boxes next to the members you wish to remove, then click Delete.

  • Confirm the action by selecting Yes, Delete to finalize the removal.

This system of User Management allows you to manage your team members effectively and adapt roles and access as your business needs evolve.

Custom Access

For the Business Plan and Enterprise Plan, MyAlice provides tailored access configurations based on your specific business needs. This flexibility allows you to define roles and permissions that align with your operational requirements.

If assistance is required to set up custom access, feel free to reach out to support@myalice.ai for support.

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