Handling User Permission Levels


Managing user permission levels in GetThru helps ensure that team members have access to the tools they need. This keeps your workflows secure, especially in large organizations where responsibilities differ. 


This guide explains the four available permission levels—User, Moderator, Administrator, and Account Owner—and what each can do within ThruText and ThruTalk.


TABLE OF CONTENTS


Understanding User Permission Levels


Let's begin by walking through the permission levels and the operations allowed within each.


User

The user permission level is for users who are going to be sending texts or making calls, but won't access the admin side of GetThru. If you have moderator, or above, permissions, you can add users to ThruTalk and ThruText campaigns. 


Within the Messenger side of ThruText, users can:

  • Send initial and follow-up messages
  • Send customized messages to texting contacts
  • Receive messages from texting contacts
  • Opt-out contacts
  • Register survey responses
  • View and send scripts set by admins, including global and campaign-specific versions
  • Hide messages from their own user view


Within the Calling side of ThruTalk, users can:

  • Preview a calling script
  • Make outgoing calls in calling campaigns that they have been invited to
  • Record script survey questions
  • Add individual contacts to the Do Not Call list


Users can not:

  • See assignments from campaigns that have been archived
  • See the Admin-side of GetThru or access those features for ThruText or ThruTalk


Moderator

The moderator permission level provides administrator access with some restrictions. In addition to all user permissions, with this permission level you can access the admin dashboard.


Moderators can:

  • Create groups from CSVs and external contact lists
  • Add new VAN external contact lists
  • Invite new message senders/callers to the organization's account
  • Remove message senders/callers from the account
  • View and archive custom fields
  • Duplicate, archive, or delete scripts


Moderators can not:

  • Export groups
  • Create or edit custom fields
  • View Usage
  • Invite/Elevate user accounts with moderator, admin, or owner permissions
  • Remove account owners, administrators, or moderators from the organization
  • Toggle the account's permanent invite on or off
  • View or edit the account's voicemail greeting
  • Create dedicated phone numbers
  • View, edit, or delete VAN keys


Within ThruText, Moderators can do everything a message sender can do, plus:

  • Create, edit, archive, and export campaigns
  • Use admin conversation QA tools: opt-out, opt-in, send messages in other users' conversations, log survey responses, etc.
  • Create/Edit recommended replies
  • Manage Opt-Outs
  • Adjust self-assignment batch size during campaign creation or within an active campaign
  • View an account's media library
  • Queue up outgoing messages during a campaign's closed period using the admin console


Within ThruText, Moderators can not:

  • Export account-level reports
  • Adjust the default self-assignment batch size at the account-level
  • Add use case registration information
  • Edit or add to an account's media library


Within the Calling side of ThruTalk, moderators do everything a caller can do, plus: 

  • Create, edit, archive, and export campaigns
  • Create new calling scripts
  • View/Edit/Delete any calling scripts added to the account
  • Access the Do No Call List manager and add phone numbers
  • Export a list of Do Not Call numbers
  • Add PatchThru targets during campaign creation


Within the Calling side of ThruTalk, moderators can not:

  • View, edit or delete targets from the PatchThru Directory
  • Perform an account-level export


Admin

This permission level has access to every component of both the user and admin consoles of GetThru, with a few exceptions:


Admins can:

  • Add/Edit/Archive Custom fields
  • Toggle permanent invite on and off
  • View and edit the account's voicemail greeting
  • Create dedicated phone numbers
  • View, edit, and delete VAN keys


Admins can not:

  • Remove account owners or change their permissions


Within ThruText, admins have access to:

  • ThruText Exports
  • View ThruText Usage Analytics
  • Handle campaign Bulk Sending and Scheduled Send
  • Adjust the default self-assignment batch size for ThruText campaigns
  • Add use case registration information for 10DLC
  • Edit and add to an account's media library


Within ThruText, Admins CAN NOT: 

  • Add any brand registration or submit campaign verify tokens for 10DLC


Within ThruTalk, admins can:

  • Create, view, and archive campaigns
  • Perform account and campaign-level level exports
  • Add, edit, and delete targets from the PatchThru Directory


Account Owner

The account owner permission level has full access to every component of the user and admin consoles of GetThru. The level is designed to identify the key decision-makers on an account to share crucial account information. 


At account creation, GetThru staff sends the first account owner invitation to the user designated during the sales process. If an account does not yet have an account owner, any admin can change their status to the first account owner. After one account owner is assigned, only an account owners can create or remove additional ones.


Account owners are notified about routine, company-wide processes. For example, they receive communication regarding the following:


Within ThruText, they are the only permission level with the following access:

  • Add brand registration information for 10DLC
  • Submit Campaign Verify tokens
  • In primary accounts, can view the Network Account Usage page


How to Edit User Permissions


Editing Permission

A user of the top three permission levels has authority to edit permissions for those with their same status or a lower status level, while the lowest level, user, cannot edit any user permissions.

  • Account Owners: can increase, decrease, or remove permissions from any other user within the account.
  • Administrators: can increase, decrease, or remove permissions from any other user within the account that is an admin, moderator, or user.
  • Moderators: can increase, decrease, or remove permissions from any other user within the account that is a moderator or user.
  • Users: cannot increase, decrease, or remove permissions from any user level.


Editing User Permissions Step-by-Step

To make edits, you would access the Users menu drop-down and select Active in the menu bar on the left side of your screen:


Screenshot of the navy leftside menu. The "Users" section is expanded and The "Active" section is highlighted with a purple rectangle.


Find the user you wish to manage permissions for and click the Edit button on the line with their name. The Edit button is located in the Details column:


Screenshot of a light grey "Edit" button highlighted with a purple rectangle to the right of an entry on the "Users table"


Select the role you want them to have from the drop-down:

Screenshot of the expanded Select "Role" menu. The options are Account Owner, Administrator, Moderator, and User with an arrow pointing to the "User" level.


After making a selection, click the Update User button:

Screenshot of the select "Role" menu with the drop-down closed, and a purple arrow pointed towards the "Update user" button.


Video Walkthrough


For a walkthrough of managing user permissions, please watch our video guide on Inviting Users and Manage Permissions.