Overview
A role is a set of permissions. A person can have several roles and receives the combined permissions of all of them. Manage roles under Admin > Roles, which requires the "Manage team members" permission.
Built-in roles
Built-in roles can't be edited or deleted, but you can duplicate them.
| Role | Default permissions |
|---|---|
| Viewer | Read my and all conversations and insights; read all CRM data; read team labels and team topic models; download and share conversations; read tracker issues; manage my prompts. |
| Creator | Everything in Viewer, plus manage all conversations and insights; upload conversations; manage all prompts; manage my labels and team labels; apply labels; manage my and all topic models; publish tracker issues; manage my and all workflows. |
| Admin | Manage team members; manage connections; manage company; read pending conversations; manage group labels and group topic models. Admin doesn’t include Viewer or Creator permissions, so admins are normally given those roles as well. |
Your Alchemer Voice plan includes a set number of Creator seats. To add more, contact your Alchemer account representative.
Permissions
Conversations
| Permission | Allows |
|---|---|
| Read my conversations | Conversations the person took part in. |
| Read group conversations | Conversations where someone in one of their groups took part. |
| Read all conversations | All conversations. |
| Manage all conversations | Read and modify all conversations and conversation fragments. |
| Upload new conversations | Upload conversations and manage drafts. |
| Read pending conversations | See conversations waiting for administrative conditions to be met. |
| Download conversations | Download media. |
| Share conversations | Share with external participants. |
| Unredact financial PII, document PII, contact PII | Reveal redacted details of that type in a conversation (three separate permissions). See PII redaction and unredacting. |
Administration
| Permission | Allows |
|---|---|
| Manage team members | Invite people and change their access and details. Also gives access to the Team, Groups, and Roles tabs. |
| Manage connections | Connect external services and manage their configuration. |
| Manage company | Edit the company description and internal email domains. |
Insights, CRM, and labels
| Permission | Allows |
|---|---|
| Read my / group / all insights | Insights from conversations in that scope. |
| Manage all insights | Modify insights for all conversations. |
| Read my CRM data | Records they own. |
| Read group CRM data, Read all CRM data | CRM records in that scope. |
| Manage my labels, Manage group labels, Read group labels | Own labels, and labels owned by people in their groups. |
| Manage team labels, Read team labels | Create and edit team labels and their team visibility; read team labels. |
| Apply labels | Apply labels to content. |
Topics, prompts, tracker, and workflows
| Permission | Allows |
|---|---|
| Manage my topic models | Create and edit their own topic sets. |
| Read group topic models, Manage group topic models | Topic sets owned by people in their groups. |
| Read team topic models | Topic sets shared with the team. |
| Manage all topic models | Create and edit all topic sets and their team visibility. |
| Manage my prompts, Manage all prompts | Manage their own prompts, or all prompts. |
| Read tracker issues | View tracker issues. |
| Publish tracker issues | Publish issues to the source service. |
| Manage my workflows, Manage all workflows | Manage their own workflows, or all workflows. |
A permission for a wider scope (for example "Read all conversations") already covers the narrower ones, so tick only what a role needs. To limit people to their group, use the group permissions instead of the "all" ones (see Groups).
Create, duplicate, edit, and delete roles
- Create: Select Create role in Admin > Roles, give it a unique title, and tick the permissions.
- Duplicate: Open any role, including a built-in one, and select Duplicate (also available from the list). A copy named "Copy of ..." is created with the same permissions.
- Edit: Open a custom role, change it, and select Save. Changes apply to everyone with the role.
- Delete: Open a custom role, select Delete, and confirm. Delete is disabled while anyone still has the role; remove it from those team members first.
Assign roles
Open a person from Admin > Team, or use Invite user for a new person, and tick roles under User roles. You can't change your own roles. To invite someone new, see User Management.
