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Understand permissions

The page Actions IA > Permissions lists the actions of the active connectors. Each line indicates the description of the action, the type of user concerned and its mode of execution.

The actions that modify a data bear the badge writing.

Mode Behaviour
Automatic ELChat executes the action when the application is allowed
Confirmation required The action awaits the agreement of the configured person
Blocked ELChat refuses execution
  1. Open Actions IA > Permissions.
  2. Find the connector and then the action.
  3. Choose Automatic, Confirmation Required or Blocked.
  4. If confirmation is required, choose who confirms it.

The change is recorded at the selection. If it fails, the interface restores the previous value and displays an error.

For a CRM connector:

  • Rechercher un contactAutomatic if the account and visible data are correctly limited;
  • Créer un contactConfirmation required if creation is to be validated by an advisor;
  • Supprimer un contactBlocked if ELChat course does not provide for it.

The mode is attached to the action, not the entire connector. This granularity keeps reading useful while protecting or closing operations that modify the CRM.