Roles & Permissions

Each user has a role defining a set of permissions, for managing or viewing resources and features. As the account’s owner, you can assign a standard role to a user with permissions set by default. You can also define and assign custom roles (optional), which would better fit your own internal structure.

Standard roles

Standard roles are defined following this hierarchy:

• Owner: the account’s Owner has a complete access to all features and management resources.
• Administrator: an account’s Administrator can manage Numbers, Audios, Users and Integrations. This role also allows to view the account’s Reports.
• Analyst: an Analyst only has viewing permissions for Reports.

Some additional permissions can also be added to a standard role.

How to view roles & permissions in the account

If you are the account’s Owner or if you have this permission, you can view the list of roles and permissions defined for the users in the account. To do this, hover your profile picture at the top right, and click on Account settings.

Then, click on Roles & Permissions in the sidebar on the left.

This will show a list of all the roles available in your account:

For each role, this table shows:

• Role type: Standard or Custom
• Role license: it defines the role’s minimal set of permissions
• Role’s description (optional)
• Number of active users with each role
• Number of invited users with each role. They become active once they have accepted their invitation in the account.
• Dates of role’s creation and the last time it was updated

A license defines the minimal set of permissions for any role. For each standard role, its license will be named the same.

These licenses are ranked from least to most extended set of permissions, from Analyst to Owner license. Every custom role is assigned one of these licenses.

To show the set of permissions assigned to any role in the list, click on the Permissions button at the top right of the roles’ list.

Then, you can see the list of all the permissions defined for each role:

How to edit a role

To edit data related to a role, go to the list of account’s roles, and click on the Edit icon in the Actions column for the role to change.

In the section General Parameters of the edition form, you can first edit the name, license and description of the role.

In the Permissions section, you can enable or disable permissions by ticking the white boxes for View and Manage columns. If the permission has a grey box, this means it cannot be disabled because it is part of the license chosen for the role.

Once you have made your changes, click on Update at the bottom of the form to save the new permissions for the role.

How to create a custom role

Optionally, you can also create custom roles for the account’s users.

As standard roles cannot be created or deleted from the account, you can do both with custom roles. Creation and edition of custom roles is based upon the permissions defined for each standard role’s license.

To add a new custom role, go to the list of account’s roles and click on the Add New button at the top right.

Then, the data to fill in for the new role is identical with what you can find in a role’s edition form:

• In the General Parameters section, write down the name for the new role, select its license and fill in a description if needed.

• In the Permissions section, enable or disable viewing and managing permissions for the new role, by ticking the white boxes in the View and Manage

Then, click on Create at the bottom of the form to save the new custom role.

How to delete a role

You can only delete custom roles to which no user is assigned. Deleting a role is irreversible.

To delete a role, go to the account’s list of roles, and click on the Delete icon in the Actions column for the role to delete.

Then, your confirmation is required to definitely delete this role.