Permissions

Manage permissions in Hablla: define user and administrator profiles or create custom accesses to ensure security, organization and control.

Permissions in Hablla

The Permissions define which resources each member of your team can access within Hablla. They are essential to ensure security, organization and control over flows, service interactions and platform settings.

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Default permission types

👤 User

• Limited access to the information that has been assigned to them.

• Can view and act only on the service interactions and people they are responsible for.

• Ideal for attendants, SDRs and operational team members.

👨‍💼 Administrator

• Full access to all Hablla features.

• Can view all conversations, service interactions, people and organizations.

• Has access to settings, flows, dashboards and reports.

• Can invite new members to the Workspace.

• Recommended for managers, team leaders and those responsible for the environment.

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Custom permissions

In addition to the default profiles, Hablla allows you to create custom permission profiles, tailoring the experience according to your company's needs.

You can define:

• Access to specific modules (e.g.: Flows, People, Opportunities).

• Read or edit access in reports.

• Permissions to create, edit and delete records.

• Limit which departments or teams the user can view.

This flexibility ensures that each collaborator has access only to what they need, avoiding risks and maintaining operational governance.

Permission level

User - The user will only be able to access records they own or follow.

Sector - The user will have access to records of the departments listed below. Each department can have a different access level.

All - The user will have access to all records in the workspace.

User departments - The user will have access to all records that are in the departments they have access to.

How to assign permissions

1. In the menu Settings, go to the Team.

2. Click on the desired user.

3. Select the permission level: User, Administrator or Custom.

4. In case of a custom permission, configure the specific modules and functions.

5. Save to apply.

Summary

Hablla's permission system ensures:

• Security: access control by profile.

• Organization: each user sees only what they need.

• Flexibility: ability to create custom profiles.

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📌 Practical tip: keep administrators only for strategic profiles. For operational teams, use limited or custom permissions to reduce risks.