Customize Exactly What Users Can See and Do
An omnichannel, customer-centric platform generates tons of data connected to your customers, and it takes the power of a CRM to manage it and drive smarter processes.
Enhanced CRM Controls enable you to fully manage Kustomer via dynamic object accessibility, user permissioning, and conversation filtering, unlocking platform customization to fit your organization’s needs and secure your data.
Permit only your top tier team to access VIP conversations.
Create custom admin roles with the capability access they need.
Build order-specific customer views for your finance team.
Prevent agents-in-training from conducting conversations.
Standard & Custom Objects
Object-level configurations grant your organization unprecedented management of your customer data, whether that data is native or integrated into Kustomer.
Partial access to object data works by filtering permitted customers and conversations to designated agents, extending customization and security capabilities.
Full permissioning for every setting and capability, like reports, bulk messaging, KB management, or SLAs, transforms how you grant hierarchical control.
Extend Agent & Supervisor Roles
Sometimes your more-senior agents earn extra responsibilities, or you might need to protect certain core functionality. Either way, how you decide who can access your system capabilities should be up to you.
Every setting can be made viewable and usable, like reports, proactive capabilities, or SLAs, transforming how you grant hierarchical control.
Easily Create & Manage Permission Sets
With Kustomer, you’re no longer limited to all or nothing access. Flexible permissioning provides a more efficient experience in managing user access and building teams, eliminating the need to juggle dozens, if not hundreds, of user profiles.