Roles in Textline

With Textline's Standard plan and above, team members can have particular roles, which each have certain sets of permissions. On the Standard plan, your team 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 > Team Settings > Roles.

mceclip0.pngStandard 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 team metrics
  • View previously recorded NPS and CSAT results.
  • Create personal Shortcuts

By default, Admins in Textline can do all of the above, plus:

Custom Roles

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. 

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