Manage roles

Learn more about user roles, what they are, how they work for individual users and teams, and how they intersect with the features enabled on the account.

Roles and features

At the core of the Infobip web interface permissions are user roles and different features. Think of a role as an official title that allows users to access, view, and/or modify some features. A feature is a characteristic referring to the product`s functionality, performance, or other attributes.

Predefined roles

A role could be simply described as an entity encompassing the most typical tasks the user performs on the Infobip web interface. These are the predefined roles on the Infobip web interface:

General roles

Account Manager

Manages everything related to account access and security. Assign this role to users who manage users and teams of users, and apply restrictions with two-factor authentication, password policies, and API keys.

Analyze Manager

Grants access to versatile reporting and data handling options. Assign this role to users who track engagement and communication efficiency on dashboards, schedule reports, troubleshoot message delivery, and exchange data with other systems and storage.

Campaign Approval Manager

Sends out prepared Broadcast campaigns. Assign this role to users who check the campaign content and launch it.

Campaign Content Creator

Creates content for Broadcast campaigns. Assign this role to users who prepare the content and define the audience.

Communication Manager

Creates engagement scenarios and sends Broadcast campaigns. Assign this role to users who design and execute flows targeting specific audiences or are triggered by behavioral events.

Finance Data Manager

Has access to financial data and manages payments. Assign this role to users who work with communication costs, track account balances, and top up when necessary.

People Manager

Manages customer profiles on the data platform. Assign this role to users who upload and modify customer data, define and adjust audience segments, tags, and custom fields and handle stop lists.

Integrations Manager

Configures integration with third-party services and sets up products on the marketplace. Assign this role to users who manage mobile applications, purchase and release numbers for voice and SMS, configure email domains and perform other tasks required to use channels to communicate.

Conversations roles

Conversations Account Manager

Configures Conversations-related applications on the Marketplace. Assign this role to users who manage Conversations apps and perform other tasks which require app configuration.

Conversations Agent

Manages conversations assigned to them.

Conversations Analyze Manager

Grants access to versatile reporting and data handling options related to Conversations. Assign this role to users who track conversations efficiency on dashboards, schedule reports, and exchange data with other systems and storage.

Conversations Manager

Manages conversations regardless of whether they are assigned to them

Answers roles

Answers Designer

Creates and edits chatbots. Assign this role to users who work in the chatbot building interface and need to view all chatbots, their activation status, and analytics.

Answers Manager

Manages how chatbots are designed, supported, and used to reach business goals. Assign this role to users who need to access everything and authorize chatbot activation.

Answers Supervisor

Supervises planned activities and progress. Assign this role to users who need to monitor chatbots and analytics with view-only access.

Knowledge Base roles

Knowledge Base Manager

Creates, edits, and configures content within the Knowledge Base. Assign this role to users who are responsible for documenting knowledge to be used by other users or end customers.

Knowledge Base User

Consumes published content within Knowledge Base. Assign this role to users who may benefit in any way from shared knowledge available within Knowledge Base.

Custom roles

If you think that customization would be a better choice for you, it is possible to have custom roles on the account. However, we suggest that you stick to standard roles. The standard roles are automatically updated with all the new features. The updates for custom roles have to be requested and done manually.

Intersection of features and roles

When you want to see if one of the users has access to a specific resource within a feature, check the features enabled on the user account and the roles assigned to that user:

1. Make sure that the feature with the resource in question has been enabled (to get information about which specific features have been enabled on the account, contact your Infobip account manager).

2. On the web interface, confirm that the role with access to the feature has been assigned.

If these two conditions have not been met, access to the resource will be denied. The following example explains one such scenario:

Assign roles to users and teams

Option 1: Assign role to user

1. Log in to the Infobip web interface.

2. Click the Profile icon inside the navigation menu.

3. Click Account Settings → Users & Teams.

4. Select the user you want to manage.

5. Click the Roles section on the user profile page and turn the toggle on or off to enable/disable roles.

Option 2: Create a team with assigned roles and add user to the team

1. Log in to the Infobip web interface.

2. Click the Profile icon inside the navigation menu.

3. Click Account Settings → Users & Teams.

4. Select the Teams tab.

5. If you already have teams created, select the team you want to manage. If you do not have any teams created, click New Team.

   

6. Click the Roles section on the team`s profile card and enable/disable roles you want to assign to this team.

   

7. Go to the Users section and click Manage Users.

8. To add a user to the current team, click the card with their name (users will also appear on the side panel on the team page).

   

9. All users within this team will inherit all the roles assigned to the team.

If the user has a role that has been inherited from a team, this information will be available on the user card.

When removing the inherited role, you will be asked if you want to remove the user from the team. When the user is removed from the team, all the roles the team has will not be available to that user anymore. Keep in mind that the removal of the user role triggers the user removal from the team.

Teams

Teams are a group of users, a convenient way to organize your offices, departments, or teams. When you assign roles to one team, all the users within that team inherit them, including access to specific services, channels, and templates.

There is no difference between assigning a role to an individual user and adding that user to a team that includes this role. In both cases, the user will get the same set of permissions. Besides this, the team members can have their individual roles, plus the roles they inherit from their teams.

You can access the Teams page inside the Infobip web interface. Go to Account Settings → Users and teams. From there, manage the teams` membership from both the Teams and Users page.