| Role name | Description |
|---|---|
| AI Employees Viewer | This role grants read-only access to view AI employees in your workspaces. |
| AI Employees Admin | This roles grants full access to create, edit and delete AI Employees in your workspaces. |
| Knowledge Base Viewer | This role grants read-only access to view Knowledge Base resources. |
| Knowledge Base Admin | This role grants full access to create, edit and delete Knowledge Base resources. |
| Application Developer | This role allows a user to manage all applications in the Developer section. It also gives you the same level of access as the Campaigns Admin, Templates Admin, Flows Admin, and Audience Admin roles. |
| Audience Admin | This role allows a user to access and manage audiences. This includes editing existing segments, contacts, and suppressions, creating new ones, and importing and exporting contacts. |
| Analytics Admin | This role allows a user to access and manage analytics and insights. This includes performance reports, subscriber growth, and insights per channel. |
| Campaigns Admin | This role allows a user to access and manage all things related to your marketing campaigns, including existing marketing content. |
| Flows Admin | This role allows a user to access, create, and manage flows in your organization. Because Flows uses many other Bird products to function, we recommend that you combine this role with other useful roles, such as Templates Viewer. |
| Templates Admin | This role allows a user to access and manage all Marketing content. This includes editing and create templates and translation files. |
| Templates Viewer | This role allows a user read-only access to Marketing content. It is often useful in combination with other roles, like Flows Admin. |
| Inbox Agent | This role can be used for users that are agents within Inbox AI. This role grants access to the Inbox product alongside the content within the channels configured in Inbox across all workspaces. It does not allow access to configure organization or workspace settings including channel management, billing, security, etc. |
| CX Manager | This role grants the same access as the Inbox Agent role however also gives access to Reporting in Inbox. |
| Organization Owner | This is the most privileged role in the organization. It can view all content and settings across the organization and alter any settings. It can add and remove users, update security and billing settings and manage all aspects of channels, workspaces, etc. This role should be allocated to the initial user setting up the organization alongside a limited number of trusted individuals who may need to alter any settings or configurations across the organization. |
| Organization Admin | This role grants full access to all Organization resources. This includes adding users and managing permissions and billing related settings. It does not however grant any access to any workspaces and would need to be combined with an additional role to provide workspace access. Note that although this role does not grant any access to workspaces, it does have the ability to modify permissions and grant any user any permissions in the organization. |
| Organization Viewer | This role grants read-only access to all Organization resources. This gives the user the ability to view organization settings such as users, security settings and billing. It does not provide any access to workspaces or the ability to modify permissions. |
| Workspace Owner | This role can be used to give a user access to all workspaces and allow them to manage all aspects of a workspace including managing campaigns, channels, contacts, etc. It also gives access to all content within the organization. It does not allow access to organizational level features such as user management, billing, and overall workspace management (e.g. adding and removing workspaces). |
| Payments Manager | This role grants full access payments related endpoints and allows you to manage all features of payments within your workspaces. |
| SCIM Client | For customers that want to automatically provision their users from a central identity provider, this role is necessary to enable the SCIM protocol to communicate with your organization. Further instructions are available under the SSO section of the docs. |
| Support Access | Provides access to raise, view and manage Support Cases. This role is best used in conjunction with another role as it does not provide any other access to the platform. |
| Tasks Viewer | This role grants read-only access to view tasks. |
| Tasks Admin | This role gives the ability to manage all tasks in your workspaces. |
| Visitor | This is an internal role which is not designed for direct customer use. |
| Chat Widget | This is an internal role which is not designed for direct customer use. |