Role/Permissions Drilldown

Created by Jack Gabbay, Modified on Wed, 7 Aug, 2024 at 4:49 PM by Jack Gabbay


The Role/Permissions section on the Workspace Users page provides detailed control over user roles and their corresponding permissions. Here’s a comprehensive breakdown of the various roles and permissions:

Roles

  1. Admin

    • Permissions:
      • Full access to all workspace features and settings.
      • Can create, edit, and delete campaigns.
      • Manage user accounts, including adding and removing users.
      • Access and modify billing and subscription details.
      • Configure workspace settings and integrations.
      • View and manage all messages, claims, and contacts.
      • Full reporting and analytics access.
  2. Senior

    • Permissions:
      • Create, edit, and manage campaigns.
      • Access and respond to claims and messages.
      • View and manage contacts.
      • Limited access to user management (cannot add/remove users but can modify user roles and permissions).
      • Access reporting and analytics related to their campaigns and interactions.
      • Manage their own profile settings and preferences.
  3. User

    • Permissions:
      • Access and respond to assigned claims and messages.
      • View contacts associated with their campaigns.
      • Create and manage personal campaigns.
      • Limited reporting access (related to their own activity).
      • Manage their own profile settings and preferences.

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