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	❌