Team

The Team section is where you manage who has access to your workspace and what each person can do inside Platica. From here you can invite collaborators, check their information, and review in detail the permissions each role has.

Members

The Members tab shows a table with every active user in your workspace:

Actions on members: next to each row in the table there's a three-dot menu (⋮). For any member (except the Owner) that menu lets you perform key actions like Edit member (to change their name or role) and Remove (to remove them from the workspace). You cannot delete the Owner or change their role from this menu.

Invite New Members

To add someone to your team, click "Add members" in the top right corner of the table and follow these steps:

1. Enter the email of the person you want to invite.

2. Select the role they will have within the workspace.

3. Confirm sending the invitation. The user will receive an email with a link to join the team.

4. Once the user accepts the invitation, they'll appear in the members list and will be able to access the platform according to their role's permissions.

Roles and Permissions

Create and Manage Roles

To create a custom role, click the "+ Create new role" button and fill out the form fields. The panel has the following sections:

Scope of Permissions

The Scope field determines the set of records the permission applies to:

• All: the user can view and act on every record in the workspace within that module.
• Assigned: the user can only view and act on records that are specifically assigned to them (for example, assigned contacts, agents, or campaigns). This is used to limit access by responsibility or territory.

Here's an example for when you create roles: if a sales rep should only handle their assigned customers, use the Assigned scope for the Contacts module.

For extra precision: Assigned means the user appears in the lists and can act only on the items that someone has assigned to them (for example, a conversation, a contact, an agent, or a campaign). If a user is not assigned to a campaign, that campaign won't show up in their list; if they are assigned, they will see it and be able to manage it.

Edit and Delete Roles

Quick actions to manage roles created in your workspace:

• Open options: click the three-dot menu (⋮) next to the role in the Roles and permissions tab.
• Edit role:
  1. Select Edit.
  2. Modify its Name, Category, Description, accesses, or scopes as needed.
  3. Save the changes to apply them instantly.
• Delete role:
  1. Select Delete role from the dropdown menu (shown in red).
  2. Confirm the action in the warning window.
  3. Note: If the role has members assigned, the system will ask you to reassign them to another access level before completing the final deletion.

Edit Member and Change Their Role

If you need to change a user's name or change their permissions, do it from the actions bar in the Members tab:

1. Click the three-dot menu (⋮) on the collaborator's row.
2. Select Edit team member.
3. In the pop-up window, you can update the Name or pick a new Role from the dropdown menu (e.g., Administrator, Operator, Sales).
4. Save the changes. The new access level will take effect immediately.

Recommended Role Examples

• Owner: Full control of the workspace (described above).
• Administrator: Full management except plan and billing.
• Sales: Access to Contacts and Campaigns, usually with Assigned scope.
• Operator: Limited access to assigned modules (chat, conversations), without access to sensitive configuration.

The Roles and permissions tab shows in detail what each role can do inside the platform. Permissions are organized into two groups: main modules and configuration modules.

Main Modules

These modules represent the day-to-day operational areas in Platica. For most of them, in addition to granting access, you can limit their Scope (All or Assigned) based on the role's responsibility:

Configuration Modules

These modules govern the workspace's administrative and financial management. Custom roles can access them via the Role Creation panel, but it's recommended to only give them to managerial profiles:

Difference between Owner and Administrator