User roles

A user is simply a profile with access to the web portal. A user can be invited to one or more accounts by an account administrator, and can have one of the following roles:

• Administrator (Parent account)
  • Create and manage sub-accounts
  • Invite users to their own account and/or sub-accounts
  • Manage billing data
  • Prepaid top-ups (prepaid accounts)
  • Share groups, contacts and templates with sub-accounts
  • Report on sub-accounts
  • Manage Account Settings
  • Manage Email to SMS registrations and settings
  • Resubscribe an unsubscribed contact
  • Create and manage API keys
  • Create Webhooks
  • Create automations

• Administrator (Sub account)
  • Create and manage sub-accounts (unless the user only has access to a Level 5 sub-account)
  • Invite users to their own account and/or sub-accounts
  • Manage Account Settings
  • Manage Email to SMS registrations and settings
  • Resubscribe an unsubscribed contact
  • Create and manage API keys
  • Create Webhooks
  • Share groups, contacts and templates with sub-accounts
  • Report on current account and sub-accounts

• Advanced User
  • Send messages
  • Report on account usage
  • View inbox at an account level
  • Create groups and contacts
  • View users
  • Create templates

• Basic User
  • Send messages
  • View inbox (only replies to their own messages)
  • View reports (own message data only)
    • Cannot export reports

Users can be added or removed without impacting the account settings, data or sending functionality.

It is possible to alter a user's role after they've been added.