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.