Understanding User Roles

There are five types of users on an account:

• Administrator
• Standard
• Template
• eCommerce
• Developer
• Contact Manager

Typically, the person who creates the platform account becomes an Administrator. Administrators on an account have unrestricted access and can create additional users, manage purchases and control their access to the system. While an Administrator has full access to the platform other users can be assigned multiple roles to ensure they have access to the features they require. Here is a quick summary of the different roles available:

User Role	Capabilities
Administrator	An Administrator has full access to all applications and all application features. This includes the ability to change account settings, manage purchases and create, manage and delete users.
Standard	A Standard user has full access to all application features but is not able to change account settings and create, manage purchases or manage or delete users.
Template	A Template user can only send messages using predefined templates. This user can view the inbox and the sent items but will be unable to create, manage or delete templates or access any other settings and controls.
eCommerce	An eCommerce user has no access to message sending or user management but will have access that allows them to manage everything associated with purchasing of our services and managing their secure payment information
Developer	A Developer will have access to the developer area of the platform and will have access to the API keys required when using our various API’s
Contact Manager	Contact manager roles enables the user to update, add, delete contacts from the account address book.

Here is an overview of the most important features available to each user role within the platform system:

	Administrator	Standard	Template	eCommerce	Developer	Contact Manager
Sending Messages
Send Messages (free text content)	✔	✔
Send predefined message templates	✔	✔	✔
Send messages at a future date and time (scheduled send)	✔	✔	✔
Send text to voice messages	✔	✔
Send messages to contacts and groups	✔	✔
Send messages in bulk by uploading CSV files	✔	✔
Templates
Create, manage and delete message templates	✔	✔
Inbox
Read inbound messages	✔	✔	✔
Delete messages	✔	✔
Sent items
View and download sent messages	✔	✔	✔
Contact management
Create, manage and delete contacts and contact groups	✔					✔
Upload CSV files with contact information	✔					✔
Settings
Change default account settings	✔
Change Echo Email account settings	✔
Create, manage and delete users	✔
Configure push notifications for API integrations	✔				✔
API access	✔				✔
Request new API keys	✔				✔
Access the shop	✔			✔
Manage purchases	✔			✔
View and payment history and invoices	✔			✔