When inviting your team to join your business on Hellotext you may want to limit how much access they have and to limit their privileges to what is most relevant to their responsibilities.
For this we propose different team member roles. Not everyone needs to see everything and by setting the correct role you make sure that the most sensitive parts are available only for the appropriate team members.
Agent
This is the role with the least amount of privileges.
Ideal for agents who will be mostly taking care of conversations.
- Can manage conversations and contacts.
Manager
This is a role ideal for those who perform marketing activities or have agents in charge.
- Can manage campaigns and see their reports.
- Can manage captures.
- Can manage journeys.
- Can do everything agents do.
Administrator
This is a role similar to the owner of the account.
- Can do everything an owner can do except deleting the business.
- Can do everything managers do.