Permissions
Available permissions as of release 23.07
PERMISSION | AVAILABILITY | DESCRIPTION |
---|---|---|
create:room |
| Required to create a room. It also allows the user to use the Rooms tab to manage rooms: create a room, deactivate a room, add members, remove members, transfer room ownership. If the user doesn’t have the |
create:contact |
| Required to create a contact via the Contacts tab. If the user doesn’t have the |
on-behalf:onboard |
| Enables the user to onboard contacts on behalf of other users. Also required (along with |
edit:contact |
| Required to edit a contact via the Contacts tab. If the user doesn’t have the |
edit:contact-email |
| Required to edit a contact email via the Contacts tab or the Admin tab. If the user doesn’t have the |
delete:contact |
| Required to delete a contact via the Contacts tab. If the user doesn’t have the |
on-behalf:simple-offboard |
| Required to offboard a contact or to remove a connection from a user via the Admin tab (along with |
admin:list-customers |
| Gives the user access to the Admin tab, which displays all contacts onboarded for the current tenant and allows the user to add a contact to an existing room, view rooms a contact is part of, and view a given contact’s advisor connections. Additional permissions required for additional functionalities on the Admin tab:
|
add:multi-company-contact |
| Allows the user to participate in a room with contacts from different companies. Requires the |
create:own-external-contact |
| Allows the user to configure and activate their own WhatsApp account, and add it to rooms. |
create:colleague-contacts |
| Allows the user to create the WhatsApp contact of someone in the same company, based on their WhatsApp profile. |
enable:voice-calls |
| Required to place and receive phone calls for virtual numbers. If a user does not have this permission, the call button is not displayed in SMS-Direct rooms. This permission does not affect business numbers, and no call button will be displayed in Symphony for such numbers, as business number calls can be placed and received only though the phone's native devices. |
By default, when an Advisor is entitled, they are assigned the following permissions: create:room
, create:contact
, edit:contact
, delete:contact
, on-behalf:onboard
. These default permissions are configurable.
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