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

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