User Roles

This article explains the different user roles in the Saysimple Platform, detailing the features accessible to Users, Managers, and Admins. Read on to learn more about the distinctions and capabilities of each role.

ℹ️ Roles explained:

Admin: Has access to all modules, settings, channels, Engage & Template Manager, and Smart Routing.
Manager: Can manage everything within the assigned channels and teams.
User: Has access to the teams and channels they are part of.

1. What Modules can I manage or access?

  Admin Manager User
Messaging Inbox
Email Inbox
Team Chats
Contacts
Settings
Access Knowledge Base
Access Status page
Insights
Engage
Secure Export
Apps Marketplace

2. What settings can I manage or access?

  Admin Manager User
My Account
Users
Teams
Channels
Tags
Labels
Smart Routing
IP Whitelisting
Template Manager
System
Developers

3. Can I create Quick Replies?

  Admin Manager User
Create for Everybody Only for assigned channels Self use only
Edit for Everybody Only for assigned channels  Self use only
Delete for Everybody Only for assigned channels  Self use only

4. Can I add Users or Teams to a Channel?

  Admin Manager User
Add Users to Channels All Channels Only for assigned channels
Add Teams to Channels All Channels Only for assigned channels

5. Can I access and use Saysimple Engage or the Template Manager?

  Admin Manager User
Create Templates
Edit Templates
Remove Templates
Create, Send or Schedule Engage messages

6. Can I use Smart Routing?

  Admin Manager User
Create routes Only for assigned channels
Edit routes Only for assigned channels
Delete routes Only for assigned channels