Team, Staff Directory & Roles/RBAC · parity with Podium team roles.
Users & roles (RBAC)
Invite teammates and control what each can do with a four-tier role model.
Give everyone the right access — from front-line agent to account owner.
What you can do
- Roles — agent < manager < admin < superadmin — with a manager tier that does everything except billing/provider configs/role changes; invite, activate, and role-set users; password reset; ephemeral, audited impersonation for support.
How to use it
Users tab.
Related articles
Team, Staff Directory & Roles/RBACStaff directoryA team roster that unifies each user with their phone extension, mobile, and…Team, Staff Directory & Roles/RBACMessage staff as a segmentBroadcast an internal SMS to your team's mobiles — all staff, by role, or by…SMS / TextTwo-way business textingSend and receive SMS/MMS from your business number, with the whole team on one shared thread per…SMS / TextSMS relay to an agent's own phoneForward a customer's text to a staff member's personal phone; they reply from it, and we relay it back — the customer…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail relay to an agent's own mailboxThe email equivalent of SMS relay — a customer email is forwarded to a staff member's mailbox; they reply from it; we…Analytics & ReportingTeam leaderboard & SLARank the team on responsiveness and…