Roles & Permissions
Configure access levels and granular permissions for your team members.
shield_person
Active
Admin
Full access to all modules, including system settings and billing.
group
2 users assigned
edit_document
Standard
Editor
Can create templates and manage campaigns, but cannot change settings.
group
5 users assigned
support_agent
Editing Now
Agent
Limited access to view analytics and respond to customer conversations.
group
14 users assigned
Permission Matrix: Agent
| Module / Permission | View | Create/Edit | Delete | Manage All |
|---|---|---|---|---|
|
campaign
Manage Campaigns
|
||||
|
monitoring
View Analytics
|
— | — | ||
|
settings
Edit Settings
|
||||
|
payments
Billing & Invoices
|
— | — |
Audit Log: Recent Changes
View All
person_edit
Admin updated 'Agent' permissions
Changed 'View Analytics' from OFF to ON
add_circle
Created new role: 'Reporting Only'
Assigned to 0 users
Need help?
Learn more about how to set up granular access for high-security enterprise environments.