Configure Teams, Roles, and Customer Number Visibility

First, distinguish the organization and roles #

Organizations are used to classify team members into teams or departments; roles are a set of functional permissions. Establishing an organization does not mean that all permission configurations for an team member have been completed. You should still select roles for team members and check product qualifications. It is recommended to first list the functions you need to use according to the actual work, and then decide on the role. Do not infer the permissions based on the job title alone.

Establish organizational hierarchy #

1. Open "Platform Management → Organizational Structure" in the middle platform.
2. Click "Add" and select the parent organization.
3. Fill in the organization name, set sorting and notes as needed.
4. Confirmation is complete, checking where the new organization is in the structure.
5. When creating or editing an team member account, select the corresponding organization to make the personnel's affiliation consistent with the actual team.

The information states that organizations help set permissions in batches, but does not give complete inheritance and override rules. After changing the organization, team members should check their actual permissions and should not assume that they have automatically inherited a certain set of roles.

Create a role and check features #

1. Enter "Platform Management → Role Management" and prepare the required roles. The manual shows that multiple roles can be created, but the new form is not fully displayed.
2. Open the "role permissions" interface of the target role and expand the function directory.
3. Check the corresponding functions according to the job scope of the position, check and save.
4. Enter the team member "Account Management", find the target team member and click "role permissions".
5. Select a system role or an enterprise-defined role, confirm and check the actual menu with that team member account.

When you need to hide your customer number #

The roles related to customer service desensitization are provided in the role list, and the screenshot name is "Customer Service (Data Desensitization)". After assignment, the customer number will be displayed in desensitized form in the single chat and group areas of the client. The text of the information says "No customer phone number can be seen", but the screenshot still shows some numbers and asterisks, so it can be accurately understood as hiding the complete number, rather than the complete absence of number characters in the interface.

After enabling it, check whether the conversation list, individual chat, and group member display meet enterprise requirements. This role does not automatically mean that all exports, attachments, other tools, or pages have been desensitized; scope not shown in the manual requires additional verification.

Check permissions with team member account #

After the permissions are configured, check that team members can complete their jobs and also check whether functions or information that should not be open are still inaccessible. When multiple roles are assigned at the same time, the information does not explain how the permissions are combined, so you should check the final display; do not assume that a role covers other roles just because it has been checked.

Check your result

Frequently asked questions