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Managing User Roles & Permissions

Whether you’re giving an admin full control or limiting access to only specific tasks, Permission Sets provide the flexibility to customize access based on roles.

Updated over 2 months ago

User Permission Sets allow you to control who can access what in your Abby Connect Portal. This feature helps you assign different access levels to team members—ensuring the right people have the right tools, without exposing sensitive information.

Why You’ll Love It

Keeps your data secure – Prevents unauthorized access to sensitive business information.
​Empowers your team – Employees get the tools they need without full admin rights.
​Easy to manage & adjust – Update permissions anytime directly in your portal.
​Boosts efficiency – Assign roles that align with responsibilities for smoother operations.

With Permission Sets, you can delegate confidently—ensuring security, efficiency, and control over your Abby Connect account.

Access Levels

Feature/Access

Full Users

Limited Users

Manage FAQs

✅

✅

Manage Company Information

✅

✅

Manage Abby Human Intelligence Suggestions

✅

✅

Manage Own User (Contact Details & Status)

✅

✅

Manage All Contact Details

✅

❌

Edit & Delete Users

✅

❌

Manage All User Statuses

✅

❌

Invite & Resend User Invites

✅

❌

View All Calls

✅

✅

View All Messages

✅

❌

Subscription Page

✅

❌

Invoices

✅

❌

Payment Method

✅

❌

Usage Statistics

✅

❌

Manage Integrations

✅

❌

AI Receptionist Call Flow

✅

❌

How to Manage User Permissions

  1. Log into your Abby Portal.

  2. Navigate to Account → Contacts.

  3. Select the user you want to update.

  4. Choose between Full User or Limited User.

  5. Add User.

Best Practices

💡 Tip: Assign Full User permissions only to admins or managers who need account-wide visibility. For everyday users, stick with Limited User access to keep things simple and secure.

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