Understanding User Roles
When you add a Teammate to your MessageDesk account, you are required to give them a Role.
What is a Role?
A Role in MessageDesk is a way to set you're User's access level to the account. By assigning a Role to a user, you can limit their ability to delete contacts, modify settings, etc.
In this article, we'll show you the following:
What permissions each Role has in MessageDesk, including:
Changing User Roles
You set your User's Role when you invite them to your MessageDesk account. But if you're wondering, "How can I change this User's role?" then we can show you exactly how!
Navigate to the Team page in the lower left corner of your MessageDesk account.
Click on the pencil icon that appears next to the Teammate you are trying to manage.
Select Edit Teammate.
Select the Role listed on the User profile to change the Role they currently have.
Permissions for each Role
Admin Permissions
As an Admin you have the most power and versatility. There is only one admin account permitted for each company. The reason for this is because they are the only ones that have access to secure features, like billing. Several actions are available to you on top of the manager and operator roles, including:
Updating Payment Information
Updating Customer Settings
Creating Custom Fields
SMS Settings
Setting Up Auto-Billing
Updating Utilities
Restarting Setup
Adding a New Company Account
Receiving Notifications for Completed Task
Manager Permissions
As a manager you have all the abilities of an Operator, and more!
Create and Edit Groups
Have Full Document Access
Upload Company-Wide Documents
Upload Individual Customer Documents
Create and Assign Tasks For Both Customers and Team Members
View Unassigned and Completed Tasks
Update Intuit QuickBooks
Invite and Edit Users
Assign Roles
Operator Permissions
Starting at the base of the structure are your Operators, the very core of your business. As an operator, you have access to a wide variety of functionalities, including:
Joining Groups
Viewing and Completing Assigned Tasks
Sending Private Messages and Broadcast Sends
Create/Edit Message Templates
Viewing Customer Documents
