User Roles
Types of Roles
Spoke has four roles, each with different levels of permissions. You can access and edit these roles from the People page of the administration dashboard.
Texter
A texter is a member of your organization, often a volunteer, who is able to text contacts in a campaign. Texters use the texter dashboard to request conversation assignments and send messages.
Texters are responsible for sending initial messages and responses to contacts, as well as answering survey questions as the conversation progresses. Marking survey data is an essential part of keeping a contact list up-to-date, and sets you up for more tailored conversations in future texting campaigns.
Supervolunteer
A supervolunteer has partial access to the administration dashboard. They can help review and reassign conversations in Message Review, as well as help approve requests from the Assignment Requests page. Supervolunteer accounts have the same ability as texters to request conversations and text contacts.
Admin
An administrator (or admin) is a member of your organization who can create, modify, and manage campaigns and who has expanded access to the administration dashboard. Administrator accounts have the same ability as texters to request conversations and text contacts.
Owner
An owner has full access to the organization and may manage organization settings, shortlink domains, and bulk operations. They have full access to the administration dashboard. Owner accounts have the same ability as texters to request conversations and text contacts.
Role Permissions
Action | Texter | Supervolunteer | Admin | Owner |
---|---|---|---|---|
Texting | ||||
View Current Assignments | √ | √ | √ | √ |
Request Assignment | √ | √ | √ | √ |
Text on Assignment | √ | √ | √ | √ |
Tag Conversation | √ | √ | √ | √ |
Opt Contact Out | √ | √ | √ | √ |
Campaign Management | ||||
View Campaign List | √ | √ | √ | |
Create/Copy Campaign | √ | √ | ||
Archive/Unarchive Campaign | √ | √ | ||
Release Unsent Initials/Unhandled Replies | √ | √ | ||
Mark/Unmark Campaign for Second Pass | √ | √ | ||
Delete Unmessaged Contacts from Campaign | √ | √ | ||
Campaign Building | ||||
Edit Campaign | √ | √ | ||
Export Campaign | √ | √ | ||
View Script Preview | √ | √ | ||
Start Campaign | √ | √ | ||
Delete Stuck Job | √ | √ | ||
Manage People | ||||
View People List | √ | √ | ||
Change User Role | √ | √ | ||
View Invite URL | √ | √ | ||
Edit User Profile (user can self-edit) | √ | √ | ||
Reset User Password | √ | √ | ||
Manage Teams | ||||
View Teams | √ | √ | ||
Create/Edit Team | √ | √ | ||
Auto-Assignment | ||||
View Assignment Request Control | √ | √ | ||
Edit Assignment Request Controls | √ | √ | ||
View Assignment Requests | √ | √ | √ | |
Approve/Deny Assignment Requests | √ | √ | √ | |
Manage Tags | ||||
View Contact's Tags | √ | √ | √ | √ |
View All Tags | √ | √ | ||
Create/Edit Tag | √ | √ | ||
Message Review / Escalated Conversations | ||||
View/Filter Conversations | √ | √ | √ | |
Reassign/Unassign Conversations | √ | √ | ||
Text on Conversation | √ | √ | √ | |
Update Survey Response | √ | √ | √ | |
Manage Conversation Tags | √ | √ | √ | |
View/Filter Escalated Conversations | √ | √ | ||
TrollBot | ||||
Manage Tokens | √ | √ | √ | |
Manage Alarms | √ | √ | √ | |
Bulk Script Editor | ||||
Bulk Update Scripts | √ | |||
Manage Short Link Domains | ||||
View All Short Link Domains | √ | √ | √ | |
Create/Edit Short Link Domain | √ | |||
Manage Organization Settings | ||||
View Organization Settings | √ | |||
Edit Organization Settings | √ | |||
View Organization's Opt Outs | √ | √ | ||
Integrations | ||||
Manage integrations | √ | |||
Load contact list from integration | √ | √ | ||