This article explains how to manage users within Personio Conversations. You will learn about the following topics:
- Types of users in Conversations
- How roles are assigned
- How to assign an expert role
- How to involve external users
Types of Users in Conversations
Conversations distinguishes between two main types of users: experts and requesters.
An expert is usually a member of a team involved in internal service delivery, who receives and works on requests from employees. This is usually someone from your HR, Finance, Legal, Office IT, or Management teams. They have been assigned the role of expert and therefore can access the Conversations tab in the main navigation bar when they are logged into Personio.
When a requester submits a request, their employee information is pulled from Personio and appears in the Requester tab of the resulting ticket. This allows the expert to see the requester’s role and department, location, hire date, and contact details.
A requester is someone who submits requests to Conversations but does not receive or work on requests. This would include most employees from other departments. Conversations integrates into Slack and Microsoft Teams (email is enabled by default), providing requesters with a single point of contact and allowing them to submit requests in the way they are used to.
How Roles are Assigned
During the process of implementing Conversations, your Professional Services Manager will assign the role of expert to a specific person in your company—this will likely be the Account or Contract Owner. We strongly recommend that this person is also an Administrator, as they will need to create a "Conversations Expert" role in Personio. This first expert can then assign the role of expert to other employees.
Every employee is automatically assigned the role of requester once you have implemented Conversations.
The table below shows how the two roles are assigned and the access rights for each role.
The first expert: by the Professional Services Manager at Personio
All following experts: by the first expert
The expert has access to Conversations in Personio, can create and edit teams, and can add new experts
|Requester||Automatically||The requester can send requests through Slack, Microsoft Teams, and email|
How to Assign an Expert Role
To assign the role of expert to an employee, follow these steps:
- Follow the instructions in the article Creating and Managing Employee Roles to create a custom employee role named “Conversations Expert”. Note: Only those with Administrator access can create custom roles.
- Add the relevant employee to the role and define the access rights as “view all” in the Conversations section.
- Once the employee has been assigned the role of expert in Personio, you need to invite them as a user in Conversations. Navigate to Conversations in the main navigation bar in Personio. Conversations will open as a new window.
- In Conversations, go to Settings > Users > Invite users.
Once the employee has accepted the invitation, they will have access to Conversations in Personio and can manage requests.
Involving External Users in Requests
Conversations allows you to involve external users as one-off collaborators in replies and internal notes. You can read more in the article Overview of Personio Conversations under the heading External collaboration.
Conversations also allows you to communicate with users who don’t have a company email address. For example, if an external user sends an email to your company domain, you can convert this into a request in Conversations. Requests can also be received from external collaborators within your Slack workspace.
You can find more information on Personio Conversations in the following articles.