The "Roles & Permissions" tab in your organization's management system is a powerful tool designed to streamline and secure the management of your client groups (teams) and their capabilities. To learn more about the concept of an organization in Reply, read this article.
Understanding the Importance
By leveraging the Roles & Permissions tab, you can precisely define and assign the scope of responsibilities and access levels for members of your organization. This not only helps in maintaining a clear structure within your teams but also ensures that sensitive information and critical functions are accessible only to authorized personnel.
View and Manage Roles & Permissions
To access the Roles & Permissions management options:
Click on your profile icon at the upper right corner of the interface.
Select "Organization Management" from the dropdown menu.
Navigate to the "Roles & Permissions" tab.
Here, you will find two primary categories for role management:
Organization Roles: Focuses on roles at the organizational level, such as billing, user invitations, client management, and permission settings.
Client Roles: Targets roles related to specific client teams, covering functionalities like Sequences, Contacts, Reports, Tasks, and Integrations within the Reply platform.
For Organization Roles:
Important. Team roles can't handle permissions at the organizational level unless they are also assigned to an administrative (organizational) role.
Add a Role: Click the ➕ icon in the clock with organization roles.
Enter the role name, and click "Create."
Manage Permissions: Select a role to view and adjust its permissions. Enable or disable permissions as needed and click "Save."
Modify Roles: Use the ⋮ icon next to a role to rename or delete it, confirming your choice in the prompt.
For Client Roles:
Each client will include a different set of roles and permissions. Thus, editing roles in one client will not affect similar roles in other teams.
Add a Role to a Client: Click the ➕ icon next to the desired client.
Add the name of the role and click Create.
Adjust Role Permissions
To manage permissions for a particular role in a client group, select a role to manage its specific permissions. Permissions can be tailored to each role, ensuring flexibility across different teams.
Check what permissions to enable, or uncheck permissions you want to disable for this role. Click Save.
Some permissions feature additional configurations—'Client' or 'My'. This distinction allows for more granular control, such as enabling a user to run sequences they created ('My') versus those created by any team member ('Client').