Access Levels

There are four access levels, each with a varying degree of access to the Workspace.

There are three User roles on the respond.io platform. Different User roles have different levels of access to the Workspace they have been invited to. The following are the available roles:

• ​Owner​

• ​Manager​

• ​Agent​

Assign roles to Users wisely in order to protect your Workspace. Roles allow you to limit the level of access of each collaborator invited to your Workspace.

User Roles in Detail

The table below outlines the access level of each role.

​	Owner	Manager	Agent
​Dashboard​	✅	✅	❌
​Contacts​	✅	✅	❌
​Messages​	✅	✅	✅
--Shortcut​	✅	✅	⭕
​Broadcast​	✅	✅	❌
​Reports​	✅	✅	❌
​Workspace Settings​	✅	⭕	❌
-- General Settings ​	✅	⭕	❌
-- Users​	✅	⭕	❌
-- Teams​	✅	⭕	❌
-- Channels​	✅	⭕	❌
-- Custom Fields​	✅	⭕	❌
-- Integrations​	✅	⭕	❌
-- Snippets​	✅	⭕	❌
-- Files​	✅	⭕	❌
-- Data Export​	✅	⭕	❌
-- Data Import​	✅	⭕	❌
​User Profile​	✅	✅	✅
​Notification Preferences​	✅	✅	✅

Owner

Owner is a user access level that has access to all the modules of the platform except for billing. Owners can be invited to the Workspace by the Owners of the Workspace.

As an Owner, you can:

​✅ Have access to all modules

✅ Manage Workspace settings

✅ Invite Owners, Managers and Agents to the Workspace to collaborate

✅ Manage Users

Manager

Managers are invited to work on the Workspace by Owners.

As a Manager, you can:

​✅ Have access to all modules

✅ Restricted accessibility to Workspace Settings

✅ Manage Workspace Settings

✅ Invite Agents to the workspace to collaborate

✅ Add Whatsapp Template Message (Twilio and MessageBird)

❌ Add Channels

❌ Manage Users of other access levels besides Agent

❌ Delete Channels, integrations, Teams and custom fields

❌ Delete Whatsapp Template Message (Twilio and MessageBird)

Advanced Restrictions

The following is the list of restrictions that are applicable to Managers:

⭕ Access to Workspace Settings: Managers with this restriction are not allowed to access the Workspace Settings. Therefore, they won't be able to manage or make changes to the settings.

⭕ Contact Deletion: Managers with this restriction are not allowed to delete Contacts

⭕ Data Export: Managers with this restriction are not allowed to perform any data export from any modules in the Workspace

⭕ Integration: Managers with this restriction are not allowed to connect any integration to the platform.

Agent

Agents are expected to respond to messages on the platform and have limited.

As an Agent, you can:

​✅ Have access to Messages Module only

❌ Manage Workflows, Snippets, Broadcasts and Files

❌ Manage Users of any access levels

❌ Access or Manage Workspace Settings

Advanced Restrictions

The following is the list of restrictions applicable to Agents:

⭕ Contact Visibility:

View Contact assigned to their Team and themselves

Agents with this restriction can only view Contacts who are assigned to themselves and their team in the Mine Inbox and Team Inbox. The agent won't be able to view unassigned Contacts and Contacts that are assigned to those who are not in their team.

View Contacts assigned to themselves only

Agents with this restriction can only view contacts assigned to themselves in the Mine Inbox. The agent won't be able to view unassigned contacts and contacts assigned to someone else.

For agents with the above restriction, Contact views are accessible but they may not see the same Contact count as others if the view has Contacts they cannot access. The Contact view will only list the Contacts they are allowed to view.

⭕ Restrict Shortcut Visibility

Agents with this restriction cannot see the Shortcuts button in the messaging module. Hence, agents cannot initiate a Shortcut.