Create a Profile

  1. In the Adobe Admin Console, click Dynamic Chat.

  2. In the Product profiles tab, click New profile.

  3. Name your product profile. Optionally, you can give it a display name and/or description, and choose to have users notified when they’re added/removed. Click Save when done.

  4. Your new profile will appear in the Product profiles tab. Select it.

  5. Now follow steps 3-6 from the section above for each desired area.

List of Permissions

Below you’ll find a list of all available permissions for each area.

Dynamic Chat AreaPermissions
Conversations Management
  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat
  • View My Conversations

  • View All Conversations

Meetings
  • Manage All Meetings
Analytics
  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings
  • Manage Live Chat Availability

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings
  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Chatbot Settings

  • Manage Conversational Flows Settings

  • Manage Privacy and Security

  • Manage Integrations

  • Manage Agents

  • View Agent Teams *

  • Manage Agent Teams (add, edit, delete) *

* Currently only available to Dynamic Prime users

Default Profile Permissions

Below are the five default profiles and the permissions that are enabled by default.

ProfileDefault Permissions
Marketing User

Conversations Management

  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • n/a

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Live Agent

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • View My Conversations

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • Manage Live Chat Availability

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Calendar Agent

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

Agent Settings

  • Connect Your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • View Account List *

  • View Agent Teams *

Marketing Admin

Conversations Management

  • View Dialogues

  • Manage Dialogues (create, delete)

  • Publish Dialogues

  • View Conversational Flows

  • Manage Conversational Flows (create, delete)

  • Publish Conversational Flows

Live Chat

  • n/a

Meetings

  • n/a

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings

  • n/a

Admin Settings

  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Chatbot Settings

  • Manage Conversational Flows Settings

  • Manage Privacy and Security

  • Manage Integrations

  • View Agent Teams *

Sales Admin

Conversations Management

  • View Dialogues

  • View Conversational Flows

Live Chat

  • View My Conversations

  • View All Conversations

Meetings

  • Manage All Meetings

Analytics

  • View Global Performance Reports

  • View Live Chat Reports

  • View Meetings Reports

  • Export Reports

Agent Settings

  • Manage Live Chat Availability

  • Connect your Calendar

  • Manage Calendar Availability

Admin Settings

  • View Round-robin

  • View Custom Rules

  • Manage Custom Rules (add, edit, delete)

  • View Account List *

  • Manage Accounts (add, edit, delete) *

  • Manage Agents

  • View Agent Teams *

  • Manage Agent Teams *

* Currently only available to Dynamic Prime users

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