Co-workers Access Rights

6 min

Here are three types of Co-workers within your Exotel account

Admins

Users

Supervisors

You can spot the difference between them from the icons in the ‘Co-workers and Groups’ section.

Admin

User:

Supervisor:

You can change the role of a co-worker by selecting the appropriate option in the Add/Edit Co-workers popup. Click on the settings icon to get the Edit user details page view.

NOTE: If you change an existing co-worker’s role, they would need to logout and login again for updated permissions to reflect.

Each of these Co-workers types has access to different features and functions within the product as defined below.

Section	Action	Admin	Supervisor	User
Inbox	View/Listen/Delete messages to all groups and Co-workers	Yes	No	No
	View/Listen/Delete messages to the group to which the Co-workers belong	Yes	Yes	Yes
	View/Listen/Delete messages directed to the Co-workers	Yes	Yes	Yes
	Add notes to messages	Yes	Yes	Yes
Call widget	Make an outbound call	Yes	Yes	Yes
SMS Widget	Send an SMS	Yes	Yes	Yes
Address Book	Create/Edit/Delete Contacts View/Edit the contacts created by other users	Yes	Yes	Yes
App Bazaar	Create/Edit/Delete Call Apps Create/Edit/Delete SMS Apps	Yes	No	No
Exophones	View the Exophones bought by you Connect a number with a Call/SMS App Purchase a new number	Yes	No	No
Reports	Download call and SMS reports	Yes	No	No
Analytics	View user’s On/Off state	Yes	No	No
Co-workers & Groups	View co-workers/groups	Yes	Yes	Yes
Co-workers & Groups	Add,Delete & Edit Co-workers Details	Yes	No	No
Cogno AI Chat Bot	Access to the Exotel chat support	Yes	No	No
Campaigns	Schedule Bulk SMS to a selected list	Yes	No	No
FAQ page	Frequently Asked Questions	Yes	Yes	Yes
My Account	Personal Info	Yes	Yes	Yes
Settings	Access Settings page	Yes	No	No
KYC Docs	Access KYC Docs page	Yes	No	No
Bill Plan	Access Bill Plan page	Yes	No	No
Make a Payment	Access Payment page	Yes	No	No
View Bills	Access Invoice/Bills page	Yes	No	No
Payment History	Access the Payment history page	Yes	No	No

Admins can override access to some of these permissions by using the Access Control page.

Simply check and uncheck options against the respective role to allow or remove access.

The allowed pages would be visible to the Supervisor/User respectively.

Pages such as co-workers and campaigns will have read-only access for Supervisors and Users by default.

To provide admin-like privileges to particular supervisors so that they can act as Admin for the pages they have access to, kindly write to [email protected] for getting that configured.

Please note we have introduced a new access right for supervisors to allow them to view all the calls on the account and the same can be controlled via Access Control.

Watch a short video

Giving someone Administrator or Supervisor rights