User Roles and Permissions
📍 To access Roles and Permission, go to: More > Users > Roles and Permissions
Below are the user roles and permissions.
| Account Admin | Super Admin | Admin | Editor (*) | IT Admin | Chat Agent Only (***) | |
| Auto access to all locations under parent account | ✔ | X | X | X | X | X |
| Access available to multiple locations | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Location Details | ||||||
| View/Edit Settings | ✔ | ✔ | X | X | X | X |
| View/Download Activity Log | ✔ | ✔ | X | X | X | X |
| View/Edit/Download Credit Usage | ✔ | ✔ | X | X | X | X |
| Setup | ||||||
| View/Edit Data Field Setup | ✔ | ✔ | X | X | X | X |
| View/Edit Email Domains | ✔ | ✔ | X | X | ✔ | X |
| Users | ||||||
| View Users | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Add/Remove Users (****) | ✔ | ✔ | X | X | X | X |
| Recipient App Settings | ||||||
| View/Edit Recipient Access | ✔ | ✔ | X | X | ✔ | X |
| View/Edit Profile Settings | ✔ | ✔ | X | X | X | X |
| View/Edit Customization | ✔ | ✔ | X | X | X | X |
| Desktop App Settings | ||||||
| View/Edit Customization | ✔ | ✔ | X | X | X | X |
| Downloads | ✔ | ✔ | X | X | ✔ | X |
| Groups | ||||||
| View Groups | ✔ | ✔ | ✔ | ✔ | ✔ | X |
| Add/Edit/Delete Groups | ✔ | ✔ | ✔ | X | X | X |
| Self-Subscribe Groups | ✔ | ✔ | ✔ | X | X | X |
| Auto CC/Protect Groups | ✔ | ✔ | X | X | X | X |
| Azure AD Group Import Sync | ✔ | ✔ | X | X | ✔ | X |
| Recipients | ||||||
| View Recipients | ✔ | ✔ | ✔ | ✔ | ✔ | X |
| Add/Edit/Delete Recipients (****) | ✔ | ✔ | ✔ | X | X | X |
| Assign recipients to groups | ✔ | ✔ | ✔ | X | X | X |
| Export CSV | ✔ | ✔ | ✔ | X | X | X |
| Desktops | ||||||
| View Desktops | ✔ | ✔ | ✔ | ✔ | ✔ | X |
| Add/Edit/Delete Desktops | ✔ | ✔ | ✔ | X | X | X |
| Assign desktops to groups | ✔ | ✔ | ✔ | X | X | X |
| Export CSV | ✔ | ✔ | ✔ | X | X | X |
| Messages | ||||||
| View Message Log | ✔ | ✔ | ✔ | ✔ | X | ✔ |
| Create/Send Message | ✔ | ✔ | ✔ | ✔ | X | X |
| Create Adhoc Geofence | ✔ | ✔ | ✔ | X | X | X |
| Edit Message | ✔ | ✔ | ✔ | ✔ | X | X |
| Edit Adhoc Geofence | ✔ | ✔ | ✔ | X | X | X |
| Add/Edit Geofence Message Time Duration | ✔ | ✔ | ✔ | ✔ (**) | X | X |
| Edit/End Desktop Message Timeframe | ✔ | ✔ | ✔ | ✔ (**) | X | X |
| Schedule Message | ✔ | ✔ | ✔ | ✔ | X | X |
| Resend Message | ✔ | ✔ | ✔ | ✔ | X | X |
| Send Follow Up Message | ✔ | ✔ | ✔ | ✔ | X | X |
| Delete/Archive Messages | ✔ | ✔ | ✔ | X | X | X |
| View/Restore Archived Messages | ✔ | ✔ | ✔ | X | X | X |
| View Templates | ✔ | ✔ | ✔ | ✔ | X | X |
| Add/Edit/Delete Templates | ✔ | ✔ | ✔ | X | X | X |
| View Template Folders | ✔ | ✔ | ✔ | ✔ | X | X |
| Add/Edit/Delete Template Folders | ✔ | ✔ | ✔ | X | X | X |
| Use Template in Message | ✔ | ✔ | ✔ | ✔ | X | X |
| View/Edit/Delete Message Activity Report | ✔ | ✔ | ✔ | X | X | X |
| View Message Report | ✔ | ✔ | ✔ | ✔ | X | ✔ |
| Download Message Reports | ✔ | ✔ | ✔ | ✔ (**) | X | X |
| Chats (can be enabled for Super Admin, Admin & Editor roles. The Chat Agent Only role will only have access to the Chats section) | ||||||
| View Chats | ✔ | ✔ | ✔ | ✔ | X | ✔ |
| Send Chat Message | ✔ | ✔ | ✔ | X | X | ✔ |
| View/Edit Chat Inboxes | ✔ | ✔ | ✔ | X | X | ✔ |
| View/Restore Blocked Contacts | ✔ | ✔ | ✔ | X | X | ✔ |
| View/Restore Deleted Chats | ✔ | ✔ | ✔ | X | X | ✔ |
| Integrations | ||||||
| View Integrations | ✔ | ✔ | ✔ | X | ✔ | X |
| Add/Edit/Delete Integrations | ✔ | ✔ | X | X | ✔ | X |
| (*) Allowed to access the data of assigned groups only. | ||||||
| (**) Only available for messages sent by the same user. | ||||||
| (***) The "Chat Agent Only" role is exclusively granted access to the Chats section within the platform. | ||||||
| (****) Functionality may be limited based on account settings. | ||||||