Product / Roles and access
Roles and access control
You decide who can see and send what
Permissions per resource and per action. Three roles ready to use, or build your own — and a restricted page is not hidden, it simply is not there.
Admin, manager and agent are ready to use. Anything else you build yourself.
Permission is set per resource and per action, not as one blunt level.
Agencies switch between the businesses they run without a second login.
How it works
01
Start from a ready role
Admin, manager and agent cover most teams on day one. Assign people and get moving.
02
Shape your own
Copy a role, then tick permissions per resource and per action until it matches how your business actually works.
03
Assign people
Each user gets one role. Change it whenever the job changes — no reinstall, no re-invite.
04
Switch between businesses
Agencies and groups running more than one business move between them from the same login, with a different role in each if needed.
What it does
Per resource, per action
View, create, edit, delete and send are set individually for conversations, contacts, templates, campaigns, flows, saved replies, reports and settings.
Three roles ready to use
Admin, manager and agent exist from the start, so a new team is not designing a permission model before answering its first message.
Custom roles
Build a role like campaign runner or read-only analyst from the permission matrix, with as many as you need.
Changes apply immediately
No re-login. And a page someone cannot use is not greyed out — it is not in their navigation at all.
More than one business, one login
Agencies and groups can run several businesses and switch between them without a second account or a second password.
Example only — yours will differ
| Can they… | Admin | Manager | Agent |
|---|---|---|---|
| Answer conversations | ✓ | ✓ | ✓ |
| Use saved replies | ✓ | ✓ | ✓ |
| Edit saved replies and templates | ✓ | ✓ | — |
| Send a campaign | ✓ | ✓ | — |
| Build and publish flows | ✓ | ✓ | — |
| See reports for the whole team | ✓ | ✓ | — |
| Add users and change roles | ✓ | — | — |
| Billing and business settings | ✓ | — | — |
Talk to a person
Tell us what your team is dealing with.
We will walk your own use case through the product on a call. Pick a plan and your workspace is live as soon as payment clears, or book a demo and we will pick it up from there.