In the Eniq interface, you can grant access rights to projects with different permission levels.
This functionality is located in the "Project Settings" section → "Team Members".
To add a user, click "Invite User"
In the window that appears, enter the email address of the user you want to grant access to, select their access level, and click “Invite User”
Role Permissions:
User: Can view and create analyses, limited to assigned representatives
Team Leader: Can manage team members and approve changes for their team
Admin: Can manage all project settings and users
Owner: Has full control over the project
After the invitation is sent, the user will receive an email containing a link to log in to their account
Custom Roles Setup
Additionally, you can set up custom roles.
In the “Project Settings” --> “Project Roles” section, you can view the system roles (i.e., the default roles described above) in the project and see what permissions each user has.
You can also create your own custom role. To do this, click Create Role
In the window that appears, enter a name, select the functions this role will be able to perform, and click Save
Rep Mapping
Once all participants have been added in the account, all users need to be properly linked, i.e., managers need to be linked to representatives in the account.
To do this, go to “Project Settings” --> “Rep Mapping” and click Add Person
In the window that opens, select the representative and the user they correspond to
After the Mapping, this user will be able to see their own evaluated dialogs or chats and work with them
Team Leaders Setup
Team leads also need to be linked correctly. This can be done in several ways:
1. Go to “Project Settings” --> “Team Leaders” --> “Department Mapping” and click Add Department Mapping.
In the window that opens, specify the Team Lead and the department
This method works best if there are no separate managers and conversations are analyzed by department, or if a department has a very large number of representatives, so you don’t have to assign a team lead to each representative individually.
2. Assign a team lead to each user separately
Go to “Project Settings” --> “Team Leaders” --> “User Mapping” and click Add Team Leader Mapping
In the window that opens, select the team lead and the user
3. Go to “Project Settings” --> “Team Leaders” --> “Representative Mapping” and click Manage next to the relevant team lead
In the window that opens, select the representatives for this team lead
This is for cases when managers don’t have access to the account, but the team lead needs to see their communications
Department Setup
To map departments in the account, go to “Project Settings” --> “Departments” and click Add Department
In the window that opens, enter the department name
After the department is created, we can add an Alias that is additionally recorded in our account
