You can invite new users at either the Subaccount level or Organization level. Subaccount-level users have access only to the specific subaccounts you add them to, while Organization-level users have access to all current and future subaccounts.


Adding Users:

  • Subaccount Level: Click on People in your main menu to add a user at the Subaccount level.

  • Organization Level: To add a user at the Organization level, you must be an Organization Owner. Click your initials in the upper right-hand corner, select Organization Settings, and the Organization People page will appear in the new menu.



Permissions:

Organization Owner:

  • Access to all subaccounts within their account

  • Ability to create subaccounts

  • Request link shortening domains 

  • Ability to configure BigQuery and S3 Exports

  • Access to Organization Settings:

    • See usage across subaccounts

    • Add other Organization Owners

    • Ability to upload opt-out lists across all subaccounts

    • Search and reverse opt-outs across subaccounts

    • See account pricing

    • Update redirect URLs for provisioned domains

  • Plus all abilities at the Admin and Supervolunteer levels



Admins (Subaccount Level Users):

  • Create and edit campaigns

  • Start and send campaigns

  • Upload permanent and temporary opt-out lists at the subaccount level

  • Search and reverse subaccount opt-outs at the subaccount level

  • View subaccount-level usage

  • View and update subaccount settings

  • Invite users to join the subaccount at their level or lower

  • Edit Phone Number display names

  • Add and opt-out subscribers from the shortcode page

  • Create opt-in keywords and automatic messages for your shortcode




Supervolunteers (Subaccount Level Users):

  • View all threads associated with that subaccount from Threads

  • Send messages and apply tags

  • Opt-out contacts and mark threads as “Not Needing Response”

  • Add conversation notes

  • Reverse opt-outs from Threads


Note: Supervolunteers can see the names of your campaign and texters within that subaccount, along with all associated data for contacts mapped within campaigns. This includes a contact's opt-out status and who opted them out.



Texters (Subaccount Level Users):

  • Through an invitation link, request threads associated with individual campaigns

  • Send messages and apply tags

  • Opt-out contacts and mark threads as “Not Needing Response”

  • Add conversation notes


Note: Texters can see the names of your campaign and any custom data fields included in your initial message and response scripts.