In your ManyChat account, there are several User Roles, each one has its own permissions. All users who have access to a particular bot within ManyChat have one of four User Roles that define what sections of the ManyChat are available to them and can be changed.
Here's a brief description of each role:
The owner controls user roles management. The owner can also disable and clone the bot, share its contents, create and install templates, manage billing and payments. There is only one owner role per account.
Admins control user roles management except for the Owner role and following permissions: bot cloning and disabling, sharing bot contents, creating and installing templates, managing billing and payments. Some Settings tabs like 'Integrations' are visible to a page Admin only.
Editor role is the second most important role in bot management. Editors can create and manage bot content (including template installation), but they do not have enough permissions for disabling the bot, cloning or sharing the content, and creating templates.
Live Chat Agent
This role is used to communicate with bot subscribers and grants all the required permissions to manage conversations inside Live Chat. Live Chat Agents can assign existing Tags and manage Custom User Fields values. They are not allowed to create or edit bot content but can view all the existing flows. Also Live Chat agents can't perform bulk actions with conversations (mark as Open/Done).
This role allows team members to track bot stats and view sent Flows statistics in "view only" mode. Viewers are not allowed to create or edit bot content.
Joining a bot
In order to join existing ManyChat bot go to the list of all your bots in the left-side menu, click Create new account and select the page you would like to Join, or create a new one:
A similar list will be available to every newly registered ManyChat user as part of the onboarding process.
You can invite new users to the ManyChat bot by giving them an invitation link. Keep in mind that only the Owner and Admins of the bot can generate an invitation link. The invitation mechanism allows Admin to choose the role that will be assigned to an invitee who follows your link.
Please note: the invitation link expires after 24 hours and can be used only once.
In order to generate an invitation link go to Settings --> Users, click the 'Invite New Member' button, then select the desired User Role and click Generate a Link. Copy the link and send it to a person who needs to join.
In case of joining by invitation, the Facebook Page role a user has is insignificant (e.g. if someone who has a Facebook Page Admin role was invited via Viewer-link they end up having a Viewer User Role within ManyChat). Furthermore, your invitees do not need to have any Facebook Page role at all. All they really need to have to join your bot is a ManyChat account.
Note that if a person is already a user of ManyChat bot it's impossible for them to change their User Role by following the invitation link with the different User Roles.
How do I see what my ManyChat User Role is?
You can always check your current ManyChat User Role in the User tab. Go to Settings -> Users, find your name in the table with users that have access to the bot. If you used your own credentials to log in to ManyChat you should see "It's me" text right next to your name. This is your status on this ManyChat account. As you can see, on this account I am the owner.
1. As an owner, you have full control over other user roles on the account. The owner is the person, who created this ManyChat account. In the rightmost column of the table called "Status", you'll be able to see your role.
2. In this tab, you can also grand and deny Billing access to this account. If you want to give someone Billing access (so they can see the Billing tab, Invoices, and Billing information), you just need to check this box under the name. Only the Owner or Admins can grant access.
3. If you are also an Admin of the Facebook Page you will see the Facebook icon right next to your ManyChat User Role. Please note, that even if you are an Admin on the Facebook Page, it won't automatically grant you an admin role in ManyChat. You will be assigned the role that was granted to you via the Invitation Link.
Changing User Roles
ManyChat account Owner and Admins can change the role of any other user who joined the bot by invitation. But Admins can't change the role of the Owner to any other role.
Removing yourself from the bot
To leave the account, you need to open Settings --> General tab, and in the bottom of the page you will find a 'Leave' button: But please note: If you are an owner of the account, you won't be able to leave the bot, until you transfer your ownership to another user. (In case this bot needs to be online). To transfer ownership, please contact our friendly support. :)