Agents can either be website owners or website members. You can easily switch agents from a role to another, provided you have the owner role.

How to change agent roles

To change the role of an agent, you may follow those steps:

Go to: https://app.crisp.chat
Go to your settings: click on the settings icon
Click on "Websites"
Pick your website
Go to "Operators in the team"
Click on "Member" or "Owner" to toggle the role
Confirm you want to change the role

What are the rights of each role?

Owner

An owner is allowed to perform any action on the Crisp website.

Avoid setting all your team as owner of the website. Limit the owner role to a small subset of trusted users, and ensure they have Two Factor Authentication enabled for more security.

Some examples of what an owner can do:

Reply to messages
Use campaigns
Write Helpdesk articles
Invite other agents
Change agent roles
Delete the website
Add and Configure plugins
Configure the website

Member

A member is considered as a restricted agent, able to use all website features on Crisp, but not able to make any dangerous update or deletion.

Some examples of what a member can do:

Reply to messages
Use campaigns
Write Helpdesk articles
Configure plugins (Owner must add the plugin first, then Members can modify the settings)

Some examples of what a member cannot do:

Add plugins
Invite other agents
Change agent roles
Send campaigns
Delete the website
Configure the website

Updated on: 13/06/2022