Team Management
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      How to Assign and Edit Team Member Permissions

      Notifyre makes it easy to manage your team with flexible user roles and number assignment options. Follow this guide to learn how to assign roles and configure number access.

      1. Understanding Notifyre User Roles

      2. Bulk Import or Add Team Members

      3. Assign Number Permissions (optional)

      1. Understanding Notifyre User Roles

      Before assigning permissions, it’s important to choose the right role for each team member. Notifyre supports five user types:

      Role 

      Permissions 

      Admin 

      Full access to everything, including account settings, billing, reporting, contact address book, message activity and can send fax & SMS. The admin role is perfect for account managers. 

      Full User 

      Can send and receive fax or SMS, manage contacts, and view sent and received activity. Ideal for active team members.

      User

      Can send and receive fax & SMS only.

      Limited User

      Can send and receive fax & SMS only from their assigned number(s). See how to assign numbers

      Developer 

      Access to developer tools (API tokens, webhooks). Cannot send or receive messages. Ideal for software integration work. No ability to send or receive through the online platform.

      2. Add users to your Notifyre team

      Need to invite more than 10 team members to your Notifyre account? Follow this guide on How to bulk invite team members

      To add individual team members follow this guide on How to add a team member

      When you add team member you are required to choose from one of the available user roles.

      ⏱️An Admin can configure number permissions for a team member only after the user has accepted their invitation, created their account, and completed multi-factor authentication (MFA) setup.

      3. Assign Number Permissions (optional)

      For more control Notifyre admins can allocate one or more numbers to a user.

      How to assign and manage number permissions

      1. Click on the 3 dots next to the team member
      2. Select "Edit Role" 
      3. To assign number access:
        1. Use the dropdown to select a number you’d like to assign.
        2. Click “Add” to apply the number to the user.
        3. Alternatively, select “All Numbers” to give the user access to every number on the account.

      4. By default, each number is added with “View Own Only” enabled. This means:

        • The user can send from that number.

        • The user can only view their own activity for that number.

      5. Optional:

        • Uncheck “View Own Only” if you want the user to have the ability to send and see all message activity associated with that number.