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Roles and permissions

Gmelius Updated by Gmelius

Types of Roles

Company Roles (Default)

Plan: Growth & Above

  • Admin: An admin is the owner of the Gmelius subscription. As such, she/he can add or remove users, and map users to roles. By default, an admin also has access to account management and billing information.
  • Manager: A manager has access to team reports, user management and billing information.
  • Subscription Reports: They can review team performance through access to all analytics.
  • User: This is the default role assigned to all users added to an account. Users are are allowed to manage and respond to conversations.

All roles in Gmelius allow you to be the owner of shared inboxes/ labels. The owner can create and configure shared mailboxes and shared labels from their respective dashboard.

Team Roles (Custom)

Plan: Enterprise

  • Team Admin: They can manage their respective teams' users, assign roles and access analytics.
    • add / remove users to their teams
    • create sub-teams within their teams
    • assign roles within their teams and sub-teams
  • Team Reports: They can review team performance through access to analytics.
  • User: Users are are allowed to collaborate directly with their teams, and not with the whole list of users in their Gmelius subscription.

For example, you can organize your Gmelius subscription with Teams for each company department, and create separate shared inboxes, shared labels, templates, boards, and sequences for each team. 

Only Company Roles are available in the Growth plan. Team (custom) roles are available in the Enterprise plan.

Manager

Plan: Growth & Above

As an admin of your subscription, you can change your teammate's status to a "Manager" and delegate responsibilities, from "Billing" to "User Management".

  1. Go to your Account and select the tab Company
  2. Under Action column click on Edit (pencil icon).
  3. Under Company Roles, select Manager and click SAVE

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How to add and manage users

How to transfer your Gmelius subscription

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