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Reference

This section explains two sets of rules that shape everything else in Replyco: what your plan includes, and what each person in your team may see and change. Every current plan includes every feature, from Replyco AI and chats to priorities, auto-responses and user roles; plans differ in price and in the number of accounts. Permissions then decide, colleague by colleague, which of those features appear in their menus. To connect your first channels and invite your team, start with Set up Replyco for your team.

Both rules are set by administrators. The plan is chosen on the Subscription tab of AdminBilling; roles and access are set per person on the Access Rights tab of AdminUsers. A menu appears only when the person’s permissions allow it, which is why two colleagues in the same company can see different sidebars; on an older plan, the plan must include the feature too.

The Users screen under Admin in Replyco with Joseph Walker selected. The list on the left shows the seven users of Northwind Electronics with their status; a red A marks the administrators. On the right, the Access Rights tab is highlighted and open next to the Information tab. It holds ten collapsed sections, each with an icon: Main, Tools, Chat Tools, Labels, Tickets, Dashboard, Smart Filters, Live Chat, Tickets Accounts and Chat Accounts. Opening a section shows its permissions or items with View and Edit boxes.
Everything a colleague may see and change is set on their Access Rights tab, in ten sections.
What this screenshot shows
Screen
Access Rights (/users)
Highlighted
tab “Access Rights”, details-panel, selected. shows the user's permissions, ticket lists, dashboards, labels, filters, widgets and accounts
Also visible
seven users with status and red A for administrators; ten collapsed Access Rights sections
Purpose
the main surface of the Reference section
ScreenWhat it is for
UsersInvite colleagues and give each one a User Role and their Access Rights
BillingSee your plan and its price, and change or cancel it
Subscribe to a planCompare the plans and choose one
  • User permissions and roles explains permissions, their View and Edit modes, roles, ticket lists, dashboards, labels and accounts.
  • What each plan includes explains that every current plan includes every feature, how plans differ, what a trial includes and what an older plan may lack.

Availability: every company has a plan or a trial. Every current plan includes user permissions and roles, and during a trial every feature is on; companies on an older plan may not have them (see What each plan includes). Changing them needs the Admin permission in Edit mode.