Account roles are designed to limit access to the company data to only authorized individuals.
There are 4 roles in this hierarchy: Owner, Admin, Member, Guest. When you create an account for your colleagues and guests, you need to assign one of these roles to them.
Changing account roles to a higher role unlocks more capabilities in features.
Description of account roles
|Owner||Account owner is the one creates the account. There can be only 1 owner in a company account. The owner has full capabilities and access to all data. |
|Admin||There can be none or more members with Admin role. Admin roles can also view Manager interface.|
|Member||Member account belong to the company and can use company credits and subscriptions that are assigned to them.|
|Guest||Guest account is designed for company owner to manage active and inactive agents using the Global DNC mobile license of the company. Guest account cannot share any information with the company account. |
|Change account roles||Owner|
|Receive billing notification (by default)||Owner|
|Invite Members||Owner, Admin|
|Change account role||Owner|
|Change billing info||Owner, Admin|
|Top up credits||Owner, Admin|
|Access & configure assigned subscriptions on the portal||Owner, Admin|
|Use credits||Owner, Admin, Member|
|Use subscriptions||Owner, Admin, Member|