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Roles and Permissions

Understanding Courier's roles and permissions and how to assign roles to members of your tenant.

Role-based Access Control (RBAC) is available to Courier customers on the Business Tier only. Free and Developer tier users can upgrade to access roles.

Assigning Roles to Teammates in Your Tenant

Workspace administrators can invite teammates and assign/change teammate roles from a pre-defined list of roles.

Accessing Team Settings

Go to Settings > Team to invite, assign and manage team member roles.

Team Roles

Roles and Role-Based Feature Access

Below you'll find the complete list of pre-defined roles and their feature access.

Note

Access to the data logs has three pre-defined levels

  • Level 1: View a list of messages with a high-level summary.
  • Level 2: View list of messages with high-level summary and message status details (received, sent, delivered). Level 2 allows users to open the request received tab, which includes the profile data and their respective PII as well as any data passed via the request which may include PHI.
  • Full Access: List of messages in logs along with high-level summary, message status details (received, sent, delivered). Rendered message visible in Logs.
RoleDescriptionFeature Access
AdminBest for company administrators and business owners. Has permissions for everything.
  • Full read and write access
  • Account management
  • Edit Access to API keys
ManagerBest for a team manager who doesn't need to update users or billing.
  • Full read and write access
  • View Access to API keys
DeveloperBest for engineers and developers who will primarily work with Courier's API and template designer.
  • Read-only access in the Live environment
  • Full read and write access in the Test environment
  • Level 2 Logs Access in Production
  • Full Access to Logs in Test
DesignerHas the ability to update templates and brands but can't update integrations or settings.
  • Full read and write access for the Designer, Brands and Metrics.
  • Read-only access for integrations and Lists
  • Level 1 Logs Access
Support SpecialistBest for customer support specialists regularly use the platform but don't need to update templates or brands.
  • Read-only access to Designer, Brands, Integrations.
  • Full read and write access in Lists and Metrics
  • Full Logs access
AnalystBest for users who need full read-only access to the platform (except logs).
  • Read-only access to the Designer, Brands, Integrations and Lists
  • Full access to Metrics
  • Level 2 Logs Access
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