TxtSquad User Roles
Here is a summary of the user roles found in TxtSquad:
Restricted Users are confined to viewing content and basic interactions, without the ability to modify or access advanced communication tools, or any administrative features. They have access to conversations, contacts, tags, segments, links, scripts, custom fields, and appointments. They can create, edit, and delete all of these things besides conversations and contacts.
Users have access to everything Restricted Users have access to as well as the host of automation features and broadcast messaging. They can send and view broadcasts, surveys and sequences and have permission to alter out of office messages, temporary away messages, welcome messages and conversation bots. They also cannot delete conversations or contacts.
Managers can delete contacts and conversations, as well as having access to usage information, squad info, call routing, zapier, API keys and hubspot integration.
Admins can do all of the above, while also being able to add or manage users and access and modify billing information.
Below is a summary of the actions that can be performed in TxtSquad and what user roles are able to perform these actions.
Actions | Restricted | User | Manager | Admin |
1 on 1 conversations | ✓ |
✓ |
✓ |
✓ |
Create & edit contacts | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete tags | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete segments | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete scripts | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete links | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete custom fields | ✓ |
✓ |
✓ |
✓ |
Create, edit, delete appointments | ✓ |
✓ |
✓ |
✓ |
Assign users to conversations | ✓ |
✓ |
✓ |
✓ |
Create Appointment Physicians, Types, Locations, and Creation Message | ✖ |
✓ |
✓ |
✓ |
Create & edit appointment reminders | ✖ |
✓ |
✓ |
✓ |
Send and View Broadcasts | ✖ |
✓ |
✓ |
✓ |
Set up Welcome Message | ✖ |
✓ |
✓ |
✓ |
Set up Out of Office/Temporary Away | ✖ |
✓ |
✓ |
✓ |
Send and View Surveys | ✖ |
✓ |
✓ |
✓ |
Create and edit sequences | ✖ |
✓ |
✓ |
✓ |
Set up Birthday Message | ✖ |
✓ |
✓ |
✓ |
Create QR Codes | ✖ |
✓ |
✓ |
✓ |
Create Signup Page | ✖ |
✓ |
✓ |
✓ |
Create and Edit Conversation Bots | ✖ |
✓ |
✓ |
✓ |
Delete Contacts | ✖ |
✖ |
✓ |
✓ |
Delete Appointment Physicians, Types, Locations, and Creation Message | ✖ |
✖ |
✓ |
✓ |
Delete Conversations | ✖ |
✖ |
✓ |
✓ |
Calendar Sync | ✖ |
✖ |
✓ |
✓ |
Track Usage | ✖ |
✖ |
✓ |
✓ |
Update Squad Info | ✖ |
✖ |
✓ |
✓ |
Call Routing | ✖ |
✖ |
✓ |
✓ |
Zapier | ✖ |
✖ |
✓ |
✓ |
API Keys | ✖ |
✖ |
✓ |
✓ |
Hubspot | ✖ |
✖ |
✓ |
✓ |
Manage Users | ✖ |
✖ |
✖ |
✓ |
Billing | ✖ |
✖ |
✖ |
✓ |