On the Role Permissions page, you can view roles existing in your Text Peak account and add new ones. To access the page, expand Users in the main menu and click Role Permissions.​

The role permissions in TextPeak 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 inbox.

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

To create a custom role:

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

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

3. Click Add New Role in the top right.

   

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

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

   

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

   

8. Click Save Changes.

Duplicating Existing Roles

You can duplicate any existing role as follows.

1. Click the three-dot menu icon and select Duplicate.

   

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

   

3. Click Save Changes.

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

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NOTE

Even if you unselect all permissions, the new role will still have a viewing ability as stated below the category title.

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. Click the three dots and select Allow all.

2. 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.