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Gmelius roles and permissions

Gmelius Updated by Gmelius

Default roles and permissions

Super admin: A super admin is the owner of the Gmelius subscription. As such, a super admin can add or remove users, as well as map them to roles. Also, a super admin can create, manage or delete all company's workspaces, and access their analytics. Moreover, a super admin can create and manage tags, integrations, as well as automation tools, like rules, templates, sequences, meeting types, and campaigns. Last but not least, a super admin has access to account management and billing information.

  • User: This is the default role assigned to all members of a Gmelius account. By default, users are allowed to manage and respond to conversations, create and manage their workspaces, create automation rules for workspaces they are part of, as well as create other automation tools, like email templates, sequences, and campaigns.
The rights of the User role can be edited on the Growth and Pro plan.

Super admin and User roles are part of default Company roles, available on all plans. More Company roles are available on Growth and Pro plans.

Company roles

Available on Growth & Pro plans

  • Admin: The admin role can be assigned to a user by a super admin. An admin has the same rights as the super admin, except for the account deletion.
  • Company Analytics Manager: They can review team performance, including the performance of all company's workspaces, teams, and tags.

To manage Company roles, head here: https://gmelius.io/account/roles

All Company roles are the default roles and cannot be deleted. If you are on the Pro plan, you can also create your own Custom roles. Here's how.

Gmelius allows you to organize your account into Teams - without complicating your billing and subscription. For example, you can organize your Gmelius subscription with Teams for each company department, and create separate shared inboxes, shared labels, templates, and sequences for each team. Learn more about Teams.

If you decide to organize your account into Teams, you can also map users to the default Team roles or create your custom ones.

Team Roles

Available on Pro plan only

  • Team Managers: They can manage their respective team users, create sub-teams, as well as assign roles, and access analytics within their teams.
  • Team Analytics Manager: They can review team performance, including the performance of all team's workspaces, sub-teams, and tags.

To manage Company roles, head here: https://gmelius.io/account/roles

How to create custom roles

If you are on the Pro plan, you can create Custom roles, both, as part of Company and Team roles. Do to so, access https://gmelius.io/account/roles and click

+ New Company role or + New Team role

Once the new window is open:

  1. Create a role name
  2. Tick permissions you'd love the new role to have
  3. Click Create

How to map users to their roles

To map users to their roles, head to https://gmelius.io/account/team

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How to add and manage users

How to transfer a Gmelius subscription to another account

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