Invite team members to your Momos dashboard and set their access levels according to predefined roles (admin, support, etc). Further, you can restrict the main Momos login to a key admin, while giving other users access with customized permissions by module, brand, or location.
TABLE OF CONTENTS
What does each permission mean?
Permissions determine what a user can view or edit within your account. Review the permissions summary below, or see the User Permission Roles article for the full details.
| Permission level | Module Access | Team Collaboration |
| Admin | Provides complete access to all modules and account features, including the ability to share permissions. | Full access: read, reply, comment, assign. |
| Owner | Complete access to all modules except chatbot, automations, and manage connections; includes permission sharing. | Full access: read, reply, comment, assign. |
| Manager | Grants full access to all modules except chatbot, automations, and manage connections, with view-only permissions for surveys; no access to permission sharing. | Full access: read, reply, comment, assign. |
| Viewer | Read-only access; no actions can be performed. | Read-only access; commenting and assigning are allowed. |
| None | The module is hidden. | The feedback is hidden. |
How are users invited to Momos?
There are two ways:
1. Basic View - Use this view for quick setup. Same permissions apply to all selected brands, location groups, and locations
2. Advanced View - Allows a flexible setup with granular control. Different permissions can be set for each brand, location group, and location.
How to invite a user (walkthrough)
What happens next?
The new user will receive an invitation email containing a link that routes them to the account setup pages. Refer to the walkthrough below.
Case Permissions
Cases make it easier to manage inquiries by consolidating them into the Unified Inbox, so you can monitor, respond, and track in one place.
What does each case permission mean?
- Create Permissions- Lets users create new cases.
- Edit Permissions - Lets users make changes to existing cases.
- Inquiry Type Permissions - Sets whether the user can reply, view only, or have no access. Users with view-only access can be assigned to cases and tagged, but they cannot reply.
How do I update the case permissions?
Common FAQs
The invited user didn't receive the invitation email. What happened?
First, confirm that the email address you entered is correct and active. Next, ask the invited user to check their spam or junk folder. If the email is still not found, verify if their email domain may have blocked messages from Momos. In that case, they will need to check with their email administrator.
How do I know the new user has accepted the invitation?
Invited users will remain in “Invite Sent" status until they accept the invitation, after which their status will update to “Active.”
Can I cancel the invitation?
Cancel a pending invitation by selecting the ellipsis button on the far right and deactivating the user.
Still need help?
If you're unsure which role to assign or you have a custom setup, submit a ticket and we’ll help configure permissions the right way.
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