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 the Gear icon > Organization Settings > Team Settings > Roles.

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Standard Roles

By default, Agents in Textline can:

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

 

Custom roles

On Textline’s Pro plan and above, 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.

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You can also create unlimited additional roles with the permissions of your choice by selecting the Add Role button.

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