Permissions

Permissions control what each team member can see and do in Knock Knock App. By assigning the right permissions, you can ensure that everyone has access to the features they need while keeping sensitive areas restricted.

How Permissions Work

When you add or edit a team member, you will see a list of permissions you can enable or disable using checkboxes. Each permission grants access to a specific area or feature of the platform.

By default, new team members have no permissions enabled. You need to explicitly assign the permissions they need.

note

Only users with the Team Management permission can assign or change permissions for other members. If you cannot see the permissions section, ask your admin for access.

Available Permissions

Here is the complete list of permissions you can assign to team members:

Analytics and Reporting

Permission	What It Allows
Analytics	View the analytics dashboard with visitor metrics, engagement data, and trends.
Reports	Access and generate reports on team performance, chat volume, and call activity.

Sessions

Permission	What It Allows
Live Sessions	View and interact with live visitor sessions in real time.
Recorded Sessions	Watch recorded session replays for review and training.

Communication

Permission	What It Allows
Chats	View and respond to chat conversations with visitors.
Calls	Make and receive calls through the platform.
Leads	View, create, edit, and manage leads.

Settings and Configuration

Permission	What It Allows
Organization Settings	Access and modify organization-level settings such as company name, logo, and working hours.
Widget Settings	Configure the chat widget appearance, behavior, and placement.
Chatbot Settings	Create and manage chatbot flows and automated responses.
AI Agents	Access and configure AI agent features.
Integrations	Connect, configure, and disconnect third-party integrations.
Call Settings	Manage call preferences including forwarding, recording, and voicemail.

Financial

Permission	What It Allows
Billing	View and manage subscription plans, payment methods, invoices, and add-ons.

Team Management

Team management permissions are broken down into four levels:

Permission	What It Allows
View Team	See the list of team members and their details.
Create Team Members	Add new members to the team.
Update Team Members	Edit existing member details and permissions.
Delete Team Members	Remove members from the team.

warning

Be careful when granting Delete Team Members permission. A member with this access can permanently remove other team members from the platform.

Assigning Permissions

To assign permissions to a team member:

1. Go to Team in the sidebar.
2. Click Add Member (for new members) or Edit (for existing members).
3. Scroll down to the Permissions section.
4. Check the boxes next to each permission you want to grant.
5. Uncheck any permissions you want to revoke.
6. Click Save to apply.

tip

Review permissions carefully before saving. It is easier to start with fewer permissions and add more as needed than to grant too many upfront.

Best Practices for Role-Based Access

While Knock Knock App uses individual permission checkboxes rather than predefined roles, you can create consistent access patterns by following these common setups:

Sales Representative

A typical sales team member needs access to communicate with visitors and manage leads:

• Chats
• Calls
• Leads
• Live Sessions

Sales Manager

A manager needs everything a representative has, plus reporting and team oversight:

• Chats, Calls, Leads, Live Sessions
• Analytics
• Reports
• Recorded Sessions
• View Team

Administrator

An admin manages the platform and team configuration:

• All communication permissions
• All settings permissions (Organization, Widget, Chatbot, AI Agents, Integrations, Call Settings)
• All team management permissions (View, Create, Update, Delete)
• Billing
• Analytics and Reports

Support Agent

A support-focused team member needs chat and basic session access:

• Chats
• Live Sessions
• Leads

info

These are suggested setups, not fixed roles. Customize permissions based on what each team member actually needs to do their job. You can always adjust permissions later as responsibilities change.

Next Steps

• Learn how to add and manage team members
• Review Organization Settings for company-wide configuration
• Check Notification Settings to control how members are alerted