The table below should provide clarity to roles within your organization as relates to Tasks. Please contact an Admin within your organization if you do not currently have the right permissions for your role.
If Juan is an: |
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| Admin | Flow Editor | Normal User |
One on One Chats - When can the chat be viewed by Juan? |
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Juan with Maria | Yes | Yes | Yes |
Juan with himself | Yes | Yes | Yes |
Maria with Gonzalo | No | No | No |
Maria with Gonzalo and Juan has been invited | Yes | Yes | Yes |
Group Chats - When can the chat be viewed by Juan? |
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If Juan is part of the group | Yes | Yes | Yes |
If Juan is not part of the group | No | No | No |
Task Chats - When can Juan see the chat associated to the task? |
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Task was created by Juan for Juan | Yes | Yes | Yes |
Task was created by Juan for Elizabeth | Yes | Yes | Yes |
Task was created by Elizabeth for Juan | Yes | Yes | Yes |
Task was created by Ana for Mike and Juan is added in the chat | Yes | Yes | Yes |
Task was created by Elizabeth for Mike | No | No | No |
Task was created by Mike for Mike | No | No | No |
Flow Chats - When can Juan see and participate in the chat associated with the flow? |
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Juan Launched the flow instance but is not invited and has no tasks assigned to him | Yes | No | No |
Juan has a task assigned to him in the flow | Yes | Yes | Yes |
Juan is in the template designated as a member | Yes | Yes | Yes |
Juan has been added to the chat by a flow member | Yes | Yes | Yes |
Juan has no task, is not a member and has not been invited | Yes | No | No |
Task functionality |
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User can delete his own participations in the chat? | Yes | Yes | Yes |
User can act as moderator deleting other people's participations in the chat? | Yes | No | No |
User can record audio and the audio will be automatically transcribed? | Yes | Yes | Yes |
User can create tasks out of his own or other people's chat snippets in the chat? | Yes | Yes | Yes |