Roles & Permissions

Roles and permissions provide a way for an organization's admins to group permissions and assign them to users or user groups. A role is a set of permissions that are defined across Distrobird and assigned to individual users. So rather than assigning individual permissions directly to each user, permissions are grouped into roles and then assigned to users.

By default, the user who creates an organization in Distrobird is assigned two roles, the owner and member roles. Every other teammate who is invited to and joins your organization is automatically assigned a member role.

Here’s how to create a role and assign permissions

1. Select Settings from the hamburger menu on the side navigation
2. On your settings page, select Roles & Permissions under the Users tab on your sidebar, this will take you to your Roles & Permissions page.
3. In the Roles Name column, enter a name for the new role you want to create in the Create New Role name field and click Save.
4. In the Members column, click on the Select Member(s) dropdown and select the team members you want to assign to the role, then click Save.
5. Next, in the Permissions column, select the permissions to assign to the role. To choose your preferred permissions, click on the toggle next to each section to expand the permissions list, then select your preferred permissions by checking the associated checkbox. Once you're done, click the Save button to save your changes.

Below is a list of permission options available in Distrobird. 

• • Teams
    Click on the applicable checkbox to give teammates permission to:
    
    • • Create teams
      • View teams
      • Edit any team
      • Edit own teams
      • Delete any team
      • Delete own teams
  • People, Groups, and Segments
    Click on the applicable checkbox to give teammates permission to:
    
    • • View people
      • Create people
      • Edit people
      • Enrich People
      • Add/remove people from a group
      • Delete groups
      • Create groups
      • Edit groups
      • Delete groups
      • View segment
      • Create segments
      • Edit segments
      • Delete segments
  • Numbers and Number groups
    Click on the applicable checkbox to give teammates permission to:
    • • Buy numbers
      • View numbers
      • Add/remove numbers from a group
      • Delete numbers
      • Create verified numbers
      • View verified numbers
      • Delete verified numbers
      • Create number groups
      • View number groups
      • Edit number groups
      • Delete number groups
      • Assign/Unassign numbers, verified numbers and number groups from teams and members
      • Assign/Unassign numbers, verified numbers and number groups from own teams
      • Assign/Unassign numbers, verified numbers and number groups from self
  • Calls
    Click on the applicable checkbox to give teammates permission to:
    • • View all calls
      • View own calls
      • Edit any call setting
      • Edit own call settings
      • Edit own teams call settings
      • View call dispositions
      • Create call dispositions
      • Edit call dispositions
      • Delete call dispositions
      • View call purposes
      • Create call purposes
      • Edit call purposes
      • Delete call purposes
  • Emails
    Click on the applicable checkbox to give teammates permission to:
    
    • • Connect email inbox
      • Delete email inbox
      • Edit any email settings
      • Edit own email settings
      • Edit any team's email settings
      • Edit own teams email settings
      • Assign/Unassign email inboxes from teams and members
      • Assign/Unassign email inboxes from own teams
      • Assign/Unassign email inboxes from self
  • Office Hours
    Click on the applicable checkbox to give teammates permission to:
    
    • • Edit any office hours
      • Edit own office hours
      • Edit own teams office hours 
  • Templates and Template folders
    Click on the applicable checkbox to give teammates permission to:
    
    • • View templates
      • Create templates
      • Edit templates
      • Delete templates
      • Add/remove templates from folder
      • View template folders
      • Create template folders
      • Edit template folders
      • Delete template folder
  • Inbox
    Click on the applicable checkbox to give teammates permission to:
    
    • • Move conversations to any inbox
  • Widgets
    Click on the applicable checkbox to give teammates permission to:
    • • View site widgets
      • Create site widgets
      • Delete site widgets
      • Assign/Unassign site widgets from teams and members
      • Assign/Unassign site widgets from own teams
      • Assign/Unassign widgets from self
      • View site visitors
      • View form submissions
  • DNCs and blocklist
    Click on the applicable checkbox to give teammates permission to:
    • • View dncs and blocklists
      • Add contact to dncs/block lists
      • Remove from dncs/block lists
  • Custom Attributes
    Click on the applicable checkbox to give teammates permission to:
    
    • • View custom attributes
      • Create custom attributes
      • Edit custom attributes
  • Tasks
    Click on the applicable checkbox to give teammates permission to:
    
    • • Assign tasks to teammates
  • Automations
    Click on the applicable checkbox to give teammates permission to:
    
    • • View workflows
      • Create workflows
      • Edit workflows
      • Delete workflows
      • View sequences
      • Create sequences
      • Edit sequences
      • Delete sequences
  • Tags
    Click on the applicable checkbox to give teammates permission to:
    • • View tags
      • Create tags
      • Edit tags
      • Delete tags
  • Admin
    Click on the applicable checkbox to give teammates permission to:
    • • View roles
      • Create roles
      • Edit roles
      • Delete roles
      • Assign/Unassign roles
      • Invite teammates
      • View statuses
      • Create statuses
      • Delete statuses
      • Create integration
      • Edit integration
      • Delete integration
      • Edit organization
      • View site visitors
  • Reports
    Click on the applicable checkbox to give teammates permission to:
    • • View call reports
  • Billing
    Click on the applicable checkbox to give teammates permission to:
    
    • • View billing details
      • Edit billing details
      • Assign licenses
  • SMS
    Click on the applicable checkbox to give teammates permission to:
    
    • • Edit any sms setting
      • Edit own sms settings
      • Edit own teams sms settings
• Once you’re done assigning permissions to the role, click Save.

If you have additional questions regarding roles & permissions in Distrobird, do not hesitate to contact us at [e-mail]; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.

Happy selling!