Roles

Define and manage user roles with granular permissions - control access across all system modules

🛡️ Roles Management

The Roles section is your central hub for defining and managing user roles with granular permissions. Create role-based access controls to ensure users have exactly the permissions they need for their specific responsibilities.

🔍 Overview

The Roles management interface gives you full control over user access across your system. With it, you can:

• 🎭 Define custom roles with specific permission sets
• 🔐 Assign granular permissions across all system modules
• 📊 Monitor role usage and modification history
• ⚡ Streamline user management with role-based access
• 🛡️ Enhance security by following the principle of least privilege

Note: When you click the Add button to create a new role, a default role is immediately created for you. You can then edit its details and permissions afterward to fully customize it for your needs.

📋 Role Information & Fields

🗂️ Core Role Data

Field	Description	Purpose	Format
🎭 Role Name	Unique identifier for the role	Role identification and display	Text (up to 50 characters)
📅 Created At	Role creation timestamp	Audit trail and tracking	MM-DD-YYYY HH:MM format
🔄 Updated At	Last modification date	Change tracking and history	MM-DD-YYYY HH:MM format
⚙️ Actions	Available role operations	Role management controls	Edit/Delete

⚙️ Role Management Actions

➕ Add Role

• Purpose: Create new custom roles
• Use Case: Define roles for new departments or functions
• Workflow: Name role → Assign permissions → Save

🔐 Assign Permissions

• Purpose: Configure role capabilities
• Use Case: Define what actions users can perform
• Access: Granular control across all modules
• Interface: Role Name field (editable via pencil icon, deletable via trash icon), “Select All Modules” toggle for bulk permission assignment, “Assign” button to save changes

✏️ Edit Role

• Purpose: Modify role name and basic details
• Use Case: Update role names or descriptions
• Impact: Changes apply to all assigned users

🗑️ Delete Role

• Purpose: Remove obsolete roles
• Use Case: Clean up unused or outdated roles
• Safety: Confirmation required before deletion

🔐 Permissions Management

🗝️ Comprehensive Permission Categories

The permissions interface provides granular control across 25+ system modules:

Smart Permission Selection: When you select “All Modules”, all individual module permissions are automatically enabled. Similarly, when you select any individual module, all sub-permissions within that module are automatically selected, streamlining the permission assignment process.

Dashboard, Company, Users, Roles, Logs

📊 Dashboard Access

Permissions Available:

• View Dashboard
• View Leader Board

Smart Selection: Selecting the Dashboard module automatically enables all dashboard-related permissions for streamlined access control.

Use Case: Control access to analytics and performance data

🏢 Company

Permissions Available:

• View Company
• Add Company
• Edit Company
• Delete Company

Smart Selection: Selecting the Company module automatically grants all company management permissions.

Use Case: Manage company settings and configuration

👥 User Management

Permissions Available:

• View Users
• Add Users
• Edit Users
• Delete Users

Smart Selection: Selecting the User Management module automatically grants all user-related permissions, ensuring complete administrative access.

Use Case: Manage user account lifecycle and administration

🎭 Role Management

Permissions Available:

• Assign Role Permission
• View Role
• Add Role
• Edit Role
• Delete Role

Smart Selection: Selecting the Role Management module automatically enables all role and permission management capabilities.

Use Case: Control who can manage roles and permissions

📋 Logs

Permissions Available:

• View Logs
• Delete Logs

Smart Selection: Selecting the Logs module automatically enables all log access and management permissions.

Use Case: Control access to system logs and audit trails

Phone Numbers, Disposition, SMS Template, Contact Fields, PowerLists, Conversations, Contacts

📞 Phone Numbers

Permissions Available:

• View Phone Numbers
• Purchase Phone Numbers
• Delete Phone Numbers

Smart Selection: Selecting the Phone Numbers module automatically grants all telephony management permissions.

Use Case: Manage telephony infrastructure and costs

📋 Disposition Management

Permissions Available:

• View Disposition
• Add Disposition
• Edit Disposition
• Delete Disposition
• Only Assign Role

Use Case: Control call outcome and disposition tracking

💬 SMS Templates

Permissions Available:

• View SMS Template
• Add SMS Template
• Edit SMS Template
• Delete SMS Template

Use Case: Manage messaging templates and content

📝 Contact Fields

Permissions Available:

• View Contact Fields
• Add Contact Fields
• Edit Contact Fields
• Delete Contact Fields

Use Case: Customize contact data structure

📚 PowerLists

Permissions Available:

• View PowerLists
• Add PowerList
• Edit PowerList
• Delete PowerList
• View All PowerLists
• Download PowerList

Use Case: Manage contact lists and data import/export

Webhooks, Reports, Teams, Billing

👤 Contacts

Permissions Available:

• View Contacts
• Add Contact
• Edit Contact
• Delete Contact
• View All Contacts

Use Case: Control contact data access and management

🔗 Webhooks

Permissions Available:

• View Webhooks
• Add Webhook
• Edit Webhook
• Delete Webhook
• View All Webhooks

Use Case: Manage system integrations and automation

📈 Reports

Permissions Available:

• View Call Reports
• View Users Timesheet

Use Case: Control access to analytics and reporting data

👥 Teams

Permissions Available:

• View Teams
• Add Team
• Edit Team
• Delete Team
• Assign Users
• View Data Only Assign Users

Use Case: Manage team structure and user assignments

💳 Billing

Permissions Available:

• Manage Subscription
• Transaction History
• Usage History

Use Case: Control financial and billing access

Contact Tags, PowerList Tags, Trigger Hooks, AI, Voice Template

🏷️ Contact Tags

Permissions Available:

• View Contact Tag
• Add Contact Tag
• Edit Contact Tag
• Delete Contact Tag
• Contact Tag Only Assign Role

Use Case: Manage contact categorization and organization

📋 PowerList Tags

Permissions Available:

• View Powerlist Tag
• Add Powerlist Tag
• Edit Powerlist Tag
• Delete Powerlist Tag
• Powerlist Tag Only Assign Role

Use Case: Organize and categorize contact lists

⚡ Trigger Hooks

Permissions Available:

• View Trigger Hooks
• Add Trigger Hooks
• Edit Trigger Hooks
• Delete Trigger Hooks
• Trigger Hooks Only Assign Role

Use Case: Manage automation triggers and workflows

🤖 AI Management

Permissions Available:

• View AI Knowledge
• Create AI Knowledge
• Edit AI Knowledge
• Delete AI Knowledge
• View AI Agent
• Create AI Agent
• Delete AI Agent
• View AI Number
• Create AI Number
• Delete AI Number
• View AI Agent Prompt
• Create AI Agent Prompt
• Delete AI Agent Prompt
• View AI Dashboard
• View All AI Agent

Use Case: Control AI features and agent management

🎙️ Voice Templates

Permissions Available:

• View Voice Template
• Add Voice Template
• Edit Voice Template
• Delete Voice Template

Use Case: Manage voice campaign templates

10DLC, Voice Campaign, PowerList Notes, Spam Protection

📱 10DLC Management

Permissions Available:

• 10DLC Profile: View 10DLC Profile, View All 10DLC Profile, Add 10DLC Profile, Edit 10DLC Profile, Delete 10DLC Profile
• 10DLC Brand: View 10DLC Brand, View All 10DLC Brand, Add 10DLC Brand, Edit 10DLC Brand, Delete 10DLC Brand
• 10DLC Campaign: View 10DLC Campaign, View All 10DLC Campaign, Add 10DLC Campaign, Edit 10DLC Campaign, Delete 10DLC Campaign

Use Case: Manage SMS compliance and carrier requirements

📢 Voice Campaigns

Permissions Available:

• View Voice Campaign
• Add Voice Campaign
• Edit Voice Campaign
• Delete Voice Campaign

Use Case: Control outbound calling campaigns

📝 PowerList Notes

Permissions Available:

• View Powerlist Notes
• Add Powerlist Notes
• Edit Powerlist Notes
• Delete Powerlist Notes
• View All Powerlist Notes

Use Case: Manage notes and annotations on contact lists

Pipeline, Marketing, Knowledge Hub

🛡️ Spam Protection

Permissions Available:

• View Spam Protected Numbers
• Assign (action button)

Use Case: Control spam protection settings and number management

🔄 Pipeline

Permissions Available:

• View Pipeline

Use Case: Control viewing access to sales or workflow pipelines

💼 Marketing

Permissions Available:

• View Marketing

Use Case: View or analyze marketing data and campaigns

📚 Knowledge Hub

Permissions Available:

• View Knowledge Hub
• Create Knowledge Hub
• Edit Knowledge Hub
• Delete Knowledge Hub
• Build Knowledge Hub
• Join Knowledge Hub
• Manage Knowledge Hub Categories
• Manage Knowledge Hub Lessons
• Manage Knowledge Hub Assignments
• Manage Knowledge Hub Quizzes

Use Case: Control all operations and management within the Knowledge Hub, including CRUD operations, lessons, assignments, quizzes, and categorization.

Universal Search, Workflow, DND Numbers

🔎 Universal Search

Permissions Available:

• View Universal Search

Use Case: Access and use global platform-wide search capabilities

⚙️ Workflow

Permissions Available:

• View Workflow
• Add Workflow
• Edit Workflow
• Delete Workflow
• View Workflow Execution Log

Use Case: Manage workflow automation and execution logs

🔕 DND Numbers

Permissions Available:

• View DND
• Add DND
• Edit DND
• Delete DND

Use Case: Manage Do Not Disturb number lists and preferences

🔄 Role Management Workflow

🧭 Complete Workflow Process

📝 Step-by-Step Role Creation

1. 🎭 Access Roles Management

   Navigation: User Management → Roles

   • Location: Left sidebar navigation
   • Access: Admin-level permissions required
   • View: Complete list of existing roles
2. ➕ Create New Role

   Action: Click “Add” button

   • Purpose: Define new role for specific function
   • Naming: Use descriptive, clear role names
   • Examples: “Sales Agent”, “Team Lead”, “Administrator”
3. 🔐 Assign Permissions

   Configuration: Select module permissions

   • Method: Check boxes for allowed actions
   • Principle: Grant minimum necessary permissions
   • Categories: 25+ module categories available
   • Granularity: View/Add/Edit/Delete for each module
4. 💾 Save Role

   Completion: Apply role configuration

   • Validation: System validates permission set
   • Confirmation: Role created successfully
   • Availability: Role ready for user assignment