orca.floTeam roles and hiding customer contact details
Give each person on your team the access they need, and nothing more. Admins add people in Manage Users.
Updated
Roles
Admin
Everything in your business: settings, bot, users, billing, integrations.
Manager
Day-to-day work: conversations, broadcasts, knowledge base, catalog, reports. No billing, users, bot settings, API keys, integrations or exports.
Agent
Conversations and taking over chats, CRM and appointments.
Doctor
CRM (view), appointments and follow-up dates.
Viewer
Read-only access to the overview, conversations, CRM and appointments.
Hide customer contact details
In Manage Users, admins can switch on hiding of customer phone numbers and emails. Agents, doctors and viewers then see “•••• 4483” instead of the number, and can still reply and work normally. Admins always see full details.
Message text is not hidden: if a customer types their number into the chat, it stays visible.