Manage roles

Learn more about user roles, what they are, how they work, and how they intersect with the features enabled on the account.

Roles and features

Roles and features form the foundation of permission management within the Infobip web interface.

• Roles define a set of permissions assigned to users, determining what they can access, view, or modify within the platform. You can think of a role as an official designation that governs user capabilities.
• Features refer to specific functionalities, performance aspects, or attributes of the product. Access to these features is granted based on the user’s assigned role.

By assigning roles to users, administrators control which features are available to each user, ensuring proper access control and system security.

Predefined roles

A role represents a set of responsibilities typically performed by a user on the Infobip web interface. Roles determine access levels and permissions, ensuring each user has the right capabilities for their tasks.

General roles

Role	Description
Account admin	Account access, security, two-factor authentication, password policies, API keys.
Analyze manager	Tracks message and channel metrics, creates reports, and finds delivery issues in logs.
Campaign manager	Sends messages with Broadcast or launches customer journeys in Flow.
Finance manager	Adds money to the account balance and oversees messaging cost with access to financial analytics.
Customer profile manager	Manages profiles on People, the customer data platform.
Channel setup and integrations	Setting up communication channels and third-party integrations. Includes number purchase, email domain configuration, connecting databases, and other preparations required to send or receive calls and messages.

Conversations roles

Role	Description
Conversations setup	Establish queues, routes, automations, and other settings needed for Conversations to work.
Agent for Conversations	Replies to conversations assigned to them.
Analytics for Conversations	Tracking conversation efficiency on dashboards, report scheduling, and exchanging data with other systems.
Supervisor for Conversations	Manages all conversations, regardless of assignment.

Answers roles

Role	Description
Chatbot designer	Creates and edits chatbots in Answers. Can view all chatbots, their status, and analytics.
Chatbot publisher	Activates chatbots in Answers so they become available to their audience.
Chatbots (view only)	Monitors chatbots and analytics in Answers with view-only access.

Knowledge Base roles

Role	Description
Knowledge base manager	Creates, edits, and publishes the knowledge base.
Knowledge base user	Has access to published content in the knowledge base.

Content roles

Role	Description
Campaign approval manager	Checks prepared campaigns and launches them in Broadcast.
Campaign content creator	Creates content and prepares audience for Broadcast campaigns but cannot send messages.
Content manager	Manages creation and editing of message content with the permission to delete content.

Custom roles

Custom roles allow for tailored permission sets based on unique organizational needs. However, we recommend using predefined roles whenever possible:

• Predefined roles are automatically updated to support new features and capabilities.
• Custom roles must be updated manually by request, which may introduce delays in accessing the latest functionalities.

Use custom roles only when standard roles do not meet your specific requirements.

View, edit, and add roles

Roles define what users can view or manage within the Infobip web interface. Assign roles to ensure users have access only to the areas relevant to their responsibilities.

To access the list of roles:

1. Log in to your Infobip account.
2. In the navigation menu, select the Profile icon.
3. Go to Account settings → Roles.

You will see two tabs:

• Default: View and manage predefined system roles.
• Custom: View, create, and manage roles tailored to your organization’s needs.

Manage default roles

The Default tab displays all predefined roles, each with the following details:

• Role name
• Description
• Number of users
• Number of permissions
• Number of scopes

Select the three-dot menu next to a role to edit or duplicate it. Default roles can be modified by updating their membership. For example, if you open the Account admin role for editing, you can add users to the role and then select Save to apply the changes.

Manage custom roles

In the Custom tab, you can:

• Search for custom roles using the search bar
• View details such as:
  • Role name
  • Description
  • Number of assigned users
  • Number of permissions
  • Number of scopes

Use the three-dot menu to edit, duplicate, or delete a custom role.

Create a custom role

To define a role tailored to your organization’s needs:

1. Go to the Custom tab in the Roles section.
2. Select the Create Role button.

On the Create role page, define the following basic information:

• Role name: Required field
• Role description: Optional field to provide additional context

Assign permissions

In the Permissions tab, you will see all available atomic permissions organized into collapsible sections. Each section includes:

• A short description of what it covers
• A count of permissions selected within that section

You can:

• Use Select all to quickly assign all permissions within a section
• Review each permission individually
• Select the Scopes link next to a permission to open a modal with related scopes and refine access control

Select users

After configuring permissions, assign the role to specific users who need it for their tasks and responsibilities.

1. Go to the Users tab.
2. Click the Select users button.
3. From the All users sidebar, select one or more users.
4. Once selected, users will appear in the main list. The user list includes:
   1. Name
   2. Username
   3. Email
   4. Last login
   5. X button to unassign the role from a user
   
5. When you are done assigning users and configuring permissions, select Save to create the role.

If needed, you can also choose to duplicate the role to reuse its configuration elsewhere, or delete it entirely before saving.