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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 (like labels, owner, etc.), and customer metadata (like related 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.

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Permission Summary

Data typeStandard PermissionAdmin 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❌✅