Role Permissions

On the Role Permissions page, you can view roles existing in your TextPeak account and add new ones. To access the page, log in to TextPeak in your browser with manager access privileges and expand Users in the main menu, then click Role Permissions.​

In TextPeak, the roles and permissions are divided into two sections, accessible via the Platform and Inbox tabs. Every user can hold one or two distinct roles, one for each section.

Adding new roles

The following roles are created by default: Tenant Owner and Tenant Viewer as the built-in platform master roles, and Inbox Admin, Inbox Manager, and Inbox Agent to manage everything related to the inbox.

You can add other custom roles and define their permissions according to your needs.

To create a custom role:

1

Open Role Permissions

Select the Role Permissions tab in the main menu's Users section.

2

Choose the role type

Choose the type of role you want to add. To add a general platform role, remain on the Platform tab; switch to the Inbox tab to add an inbox-specific role.

3

Add a role

Click Add New Role in the top right.

4

Name the role

Enter a title in the Custom Role Name field. Then, enter a role description next to it.

5

Expand all categories

Click Expand All to access categories with all available permissions. Alternatively, you can expand a specific category using the expand button on the right.

6

Enable categories

Enable one or more permission categories using the toggle buttons on the left.

7

Set the permissions

In the needed category, define permissions for your new role. You can unselect specific permissions as you wish.

8

Save the role

Click Save Changes.

Duplicating existing roles

You can duplicate any existing role as follows.

1

Duplicate the role

Click the three-dot menu icon and select Duplicate.

2

Edit the copy

Modify the role title, description, and permissions as needed.

3

Save the role

Click Save Changes.

After you save your changes, the new custom role appears on the page.

Allowing & denying permissions

You can also enable or disable permissions for all roles in bulk except for the two built-in master roles, Tenant Owner and Tenant Viewer.

Allowing all permissions

1

Allow all

Click the three dots and select Allow all.

2

Check the permissions

All permission categories and subcategories become enabled for the user role.

Denying all permissions

Click the three-dot menu icon and select Deny all. All permission categories and subcategories for the user role will be disabled.