More → Organization → Roles & Permissions tab allows you to create and manage roles in your teams as well as enable/disable particular permissions and assign them to particular roles. To learn more about the concept of an organization, teams, and how roles & permissions work in Reply, read this article.
The left-side menu lists two categories of permissions that you can manage:
Organization Roles - this category lists all organizational roles created by the owner of the organization.
Team Roles - this category lists all of the available teams along with the roles that belong to each of the team.
Organization Roles can handle permissions that belong to an organizational level that is billing, inviting users, creating teams, creating and assigning team roles, managing permissions and more.
Team roles can handle permissions that belong to the team level that is the ability to work with different functionality of the Reply platform (Sequences, Contacts, Reports, Tasks, and Integrations). These permissions may vary for each team.
Important. Team roles can't handle permissions at the organizational level unless they are also assigned to an administrative (organizational) role.
Actions in Roles & Permissions tab
In Roles & Permissions tab, you can perform the following actions:
Manage Organization Roles
To add a new organizational role, click on the plus icon ➕. Add the name of the role and click Create.
To manage permissions within the organization role, click on the role, and the list of all permissions will be shown in the main view. Check what permissions to enable, or uncheck permissions you want to disable for this role. Click Save.
To rename or delete the organization role, click on ⋮ three vertical dots in front of the role and select the corresponding action. Confirm your decision in a pop-up.
Manage Team Roles
Each team will include a different set of roles and permissions. Thus, editing roles in one team will not affect similar roles in other teams.
To add a role to a team, click on the plus icon ➕ in front of the needed team. Add the name of the role and click Create.
To manage permissions for a particular role in a team, click on the needed role - the list of all permissions will be shown in the main view. Check what permissions to enable, or uncheck permissions you want to disable for this role. Click Save.
Permissions for team roles include such blocks. Each category contains a set of permissions that relate to this specific category.
Some of the permissions have additional configuration - Team / My - this setting allows you to choose how exactly permission will work. For instance, if you enable 'Run sequence' permission and set My, it means the user will be able to run only the sequences created by himself. In case you set Team, the user will be able to run all sequences created by all team members.