Global Accounts

Introduction

LiveChat is not the only tool in our toolbox. Some of our customers use ChatBot, HelpDesk, or KnowledgeBase. We no longer want to keep the products separate. Joining the common parts of all products would bring an ease of access to customers and would open the door to new integration possibilities for developers.

Here's where Global Accounts comes in. It's a service where our customers can configure options and resources that are common across all products. See our Help Center to learn more.

Account

An account is a top-level definition of a user. It's like an agent in LiveChat but shared between all products.

An organization must have at least one account assigned to it. One account can be assigned to many organizations (like the blue account in the picture).

An account has individual roles in each organization it belongs to.

Global Accounts Flow

Organization

Global Accounts will comprise a set of products. Such a set has its name; it's an organization. In a single organization, all available products can be enabled, managed, or configured with a single limitation: one unique product per organization.

Roles

Role types

In general, we can distinguish three role types:

  • primary - required in an organization (the Global Accounts service). It's always set.
  • secondary - required for a given product. It can be set only for enabled products.
  • custom - an optional role with additional permissions
productrole typeroles
Accountsprimaryowner, administrator, member
Accountscustombilling_editor
LiveChatsecondaryadministrator, normal

An account can be granted with many additional secondary roles that are product-specific. For example, when an account wants to launch the LiveChat product, such an account needs to have a secondary role, specifically for this product (LiveChat).

Global Accounts roles

Within an organization, a top-level role called Accounts is mandatory. There are three Accounts roles to choose from:

  • owner - a unique role in an organization. The owner is the first account in every organization. Ownership can be transferred to another account.
  • administrator - a role that gives rights to manage an organization.
  • member - a basic role that gives an account the rights to manage itself.

Product roles

All products define their own roles.

LiveChat

If you've been using LiveChat, you're probably familiar with the roles in this product: owner, viceowner, administrator, agent.

With the introduction of Global Accounts, we removed two roles from the LiveChat product:

  • owner - returned by the LiveChat API. On the organization level, it's a combination of owner from Accounts and administrator from LiveChat.
  • viceowner - returned by the LiveChat API. On the organization level, it's a combination of administrator from Accounts, billing_editor from Accounts, and administrator from LiveChat.

Global Accounts API

You can find the Global Accounts API specification in this document.