Team Roles and Permissions
When adding users to your Naxai account, you must assign a role. A user’s role determines their level of access to platform features, integrations, configuration settings, contacts, and billing information.
Permissions apply at either:
- Account level (global access across subaccounts), or
- Subaccount level (limited to specific subaccounts).
Roles and Permissions Matrix
R: Read only permission RW: Read/ write permissions -: No permission
| Permission / Feature | Owner | Admin | Collaborator | Agent |
|---|---|---|---|---|
| Account & Subaccounts | ||||
| Manage main account | RW | - | - | - |
| Access all subaccounts automatically | RW | - | - | - |
| Manage subaccounts | RW | R | R | R |
| Manage users | RW | RW* | - | - |
| Manage own user profile | RW | RW | RW | RW |
| SMS | ||||
| Send SMS (Quick SMS & Broadcast) | RW | RW | RW | RW |
| Manage SMS Templates | RW | RW | RW | RW |
| Manage SMS Automations | RW | RW | RW | RW |
| View SMS reporting & activity logs | R | R | R | R |
| Voice | ||||
| Send Voice Broadcasts | RW | RW | RW | - |
| View Voice reporting & logs | R | R | R | - |
| Configure Email domains | RW | RW | R | - |
| View Email reporting & logs | R | R | R | - |
| View Email suppression lists | R | R | R | - |
| Contacts & Segments | ||||
| Manage Contacts | RW | RW | RW | RW |
| Manage Segments | RW | RW | RW | RW |
| Create FTP contact import integration | RW | RW | - | - |
| Configuration & Integrations | ||||
| Manage Sender Services | RW | RW | R | R |
| Manage SMS Country Permissions | RW | RW | R | R |
| Manage API Credentials | RW | RW | - | - |
| Configure Webhooks | RW | RW | - | - |
| Manage Calendars | RW | RW | R | R |
| Manage Assets | RW | RW | RW | R |
| Manage Monitors | RW | RW | R | - |
| Manage Phone numbers | R | R | R | - |
| Billing | ||||
| View billing reports | R | R** | - | - |
*Admins can grant access to existing users of the account to their assigned subaccount(s). Admins can manage users only within their assigned subaccount(s). **Admins can view billing reports only for the subaccount(s) they have access to.
Owner
Owners have the highest level of permissions in Naxai.
Owners:
- Automatically have access to all current and future subaccounts
- Have full account-level control
- Can manage billing and global configuration
Owners can perform all actions on the platform, including:
Account & User Management
- Manage the main account and all subaccounts
- Manage users and grant access to subaccounts
Messaging & Automation
- Send SMS (Quick SMS and SMS Broadcast)
- Manage SMS Templates
- Manage SMS Automations
- Manage Email-to-SMS settings and reports
- Manage FTP-to-SMS settings and reports
- View SMS reporting and activity logs
Voice calls
- Send Voice Broadcasts
- View Voice reporting and activity logs
- Configure Email domains to use via Naxai
- View Email reporting and activity logs
- View Email suppression lists
Contacts & Segments
- Manage Contacts
- Manage Segments
- Create FTP integrations to import Contacts
Configuration & Integrations
- Manage Sender Services
- Manage SMS Country Permissions
- Manage API Credentials
- Configure Webhooks
- Manage Calendars
- Manage Assets (audio files and images)
Billing
- View billing reports for the entire account
Managing Owners
At least one Owner must always remain assigned to an account.
Changing the Owner role or removing an Owner is not permitted through the interface. To update an Owner, please contact the Naxai Support team.
Admin
Admins have full operational control within the subaccounts they are assigned to.
They do not automatically have access to all subaccounts.
Admins can perform the following actions within their assigned subaccounts:
Account & User Management
- Manage users within their assigned subaccounts
Messaging & Automation
- Send SMS (Quick SMS and SMS Broadcast)
- Manage SMS Templates
- Manage SMS Automations
- Manage Email-to-SMS settings and reports
- Manage FTP-to-SMS settings and reports
- View SMS reporting and activity logs
Voice calls
- Send Voice Broadcasts
- View Voice reporting and activity logs
- Configure Email domains to use via Naxai
- View Email reporting and activity logs
- View Email suppression lists
Contacts & Segments
- Manage Contacts
- Manage Segments
- Create FTP integrations to import Contacts
Configuration & Integrations
- Manage Sender Services
- Manage SMS Country Permissions
- Manage API Credentials
- Configure Webhooks
- Manage Calendars
- Manage Assets (audio files and images)
Billing
- View billing reports only for the subaccounts they have access to
Collaborator
Collaborators have operational access to messaging features within their assigned subaccounts but do not have access to user management, billing, or advanced integration configuration.
They can:
Messaging & Automation
- Send SMS (Quick SMS and SMS Broadcast)
- Manage SMS Templates
- Manage SMS Automations
- View SMS reporting and activity logs
Voice calls
- Send Voice Broadcasts
- View Voice reporting and activity logs
- View Email reporting and activity logs
- View Email suppression lists
Contacts & Segments
- Manage Contacts
- Manage Segments
Configuration & Integrations
- Manage Assets (audio files and images)
Agent
Agents have limited operational permissions within their assigned subaccounts.
They can:
Messaging
- Send SMS (Quick SMS and SMS Broadcast)
- Manage SMS Templates
- View SMS reporting and activity logs
Contacts & Segments
- Manage Contacts
- Manage Segments
Configuration & Integrations
- View uploaded Assets (audio files and images)
Updated 5 days ago