With Textline's Standard plan and above, members can have particular roles, which each have certain sets of permissions. On the Standard plan, your members can be set as an Agent or an Admin. On the Pro plan or above, you can also create custom roles to suit your needs.
To view and edit Roles, click Settings > Agent Settings > Roles.
By default, Agents in Textline can:
- Access any Conversation History in the Conversation Lists of their assigned Departments
- Transfer Conversations (messages) to other Agents
- Send Whispers (internal notes)
- Add and edit Contact Details
- Send Announcements (mass text messages) from their assigned Departments
- Add contacts to the Address Book - individually or via CSV upload
- Archive and block contacts
- View organization metrics
- View previously recorded NPS and CSAT results.
- Create personal Shortcuts
By default, Admins in Textline can do all of the above, plus:
- Edit Organization Settings:
- Control the account's billing information
- Add, edit, and remove Agents
- Enable integrations
- Add and edit Departments
- Customize Address Book fields
- Send NPS and CSAT surveys
- Add and edit Account or Department-level Shortcuts (message templates)
- Add and edit the business's Automations
On Textline’s Pro plan, you can edit the permissions of the Agent or Admin roles by clicking the Manage button next to the role you’d like to update as well as create custom roles from scratch. More on custom roles and the individual permissions within can be found here.
Need more help?