Role Types
Channeled has two primary role types:admin and standard users.
- Standard users have authenticated through Channeled and have permissions to update thread metadata (like
statuses,tags, etc.), channel metadata (likelabels,owner, etc.), and customer metadata (likerelated Salesforce record,renewal date.) - Standard users can also individually connect and autheticate new integrations, but cannot disconnect existing integrations, nor make workspace-wide settings updates (like
helpdesk sync settings,helpdesk responses, etc.) - In addition to the permissions provided to standard users, admin users have permissions to disconnect existing integrations and make workspace-wide settings.
Permission Summary
| Data type | Standard Permission | Admin Permission |
|---|---|---|
| Creating threads | ✅ | ✅ |
| Editing thread data | ✅ | ✅ |
| Creating broadcasts | ✅ | ✅ |
| Editing broadcasts | ✅ | ✅ |
| Deleting broadcasts | ✅ | ✅ |
| Syncing threads | ✅ | ✅ |
| Connecting channels | ✅ | ✅ |
| Editing channel data | ✅ | ✅ |
| Creating channel lists and audiences | ✅ | ✅ |
| Editing channel lists and audiences | ✅ | ✅ |
| Adding contacts | ✅ | ✅ |
| Updating contacts with subscription lists | ✅ | ✅ |
| Connecting integrations | ✅ | ✅ |
| Disconnecting integrations | ❌ | ✅ |
| Viewing workspace settings | ✅ | ✅ |
| Updating workspace settings | ❌ | ✅ |
| Viewing user roles | ✅ | ✅ |
| Updating user roles | ❌ | ✅ |