Our platform has 3 possible roles:
Admin: full rights
User: full rights, but cannot edit the settings of SMS Mailer or Email To SMS
Agent: the same as the user, but he cannot send out any SMS and can be set to have only limited access to Message Insight.
Attention: If you would like to keep an agent from viewing any reports, you must
1) enter Message Insight > settings and disable viewing message / or numbers for agents
2) deny that specific user access to the product that you are using to send out SMS (SMS Mailer, Message API and / or Email To SMS).
To change a user's role, you have to be an admin. Log in to Portal and go to "Users" in the left menu.
Then find the user which you want to assign a new role to and click on edit (pencil)
In this screen, you will find the user role.
Here you can find a more detailed view of each role:
| Product/addon | Action | Agent | User | Admin |
| SMS Mailer | ||||
| Create new mailing | x | x | ||
| Manage contacts & groups | x | x | x | |
| View reports and logs | x | x | x | |
| Create templates | X | x | ||
| Create custom fields | x | |||
| Change settings | x | |||
| Add notifications | x | |||
| Email To SMS | ||||
| View reports | x | x | x | |
| Change settings | x | |||
| Message API | ||||
| Full rights | x | x | x | |
| Voice API | ||||
| Full rights | x | x | x | |
| Blacklist | ||||
| Full rights | x | x | x | |
| Email analytics | ||||
| Full rights | x | x | x | |
| Message analytics | ||||
| Full rights | x | x | x | |
| Message insight | ||||
| View messages | x | x | ||
| Change settings | x | x | ||
| Message Monitor | ||||
| Full rights | x | x | x | |
| Voice analytics | ||||
| Full rights | x | x | x |
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