User, Teams, and Roles

Take control of user management on Gallabox. Invite, assign roles, and control access levels for your team members. Clearly distinguish between active and inactive users with the ability to mark them.

In Gallabox, managing access and operational capabilities within the platform is achieved through a structured system of user roles and permissions. There are three default roles provided:

Member

The basic access level for regular users.

Owner

Highest access level, giving full control over the platform and settings.

Admin

Serves as a balance between Member and Owner, giving significant rights without complete control.

The permissions assigned to these roles are predetermined and locked, ensuring a standard set of capabilities that cannot be altered. Gallabox recognizes the importance of adaptability for businesses, thus it enables the creation of custom roles.

Feature Permissions for Default Roles

This table outlines the access permissions for various Gallabox features based on user roles. There are typically three user roles: Owner, Admin, and Member.

Role	Role Description
Owners	have full access to all features, including managing the home screen, conversations, contacts, companies, bots, broadcasts, configurations, the dashboard, canned responses, message tracking, field collections, tags, WhatsApp channels, webhooks, API keys, activity logs, account details, and subscription management (if applicable).
Admins	share most of the Owner's privileges but may not have access to certain critical functionalities like modifying account details or subscription plans (depending on the setup). They can typically manage the home screen, conversations, contacts, companies, bots, broadcasts, configurations, the dashboard, canned responses, message tracking, field collections, tags, WhatsApp channels, webhooks, API keys, and activity logs.
Members	generally have the most limited access and may be restricted from viewing or modifying core settings. Their access might include functionalities related to conversations, contacts (potentially with limited editing capabilities), and possibly some basic features like field collections and tags.

Creating a Custom Role

Custom roles are available in Gallabox to provide businesses with the flexibility to tailor access and control based on specific operational requirements and security policies.

To create a custom role, click on "+Create Role" you will go through a process that allows you to:

• Specify a Role Name that identifies the new role within your organization.

• Select an Access Preset that serves as the starting point for the role's permissions. This can be based on the Member, Admin, or Owner presets.

• Fine-tune Permissions by choosing from a detailed list of capabilities, such as viewing conversations, managing contact data, or accessing specific features like Broadcasts or Whatsapp Templates.

This customization enables precision in defining what each team member can see and do within Gallabox, affording businesses the ability to tailor the platform's security and functionality to their specific needs.

Updating a Custom Role

To update a custom role in Gallabox, follow these steps:

1. Navigate to the Users & Roles section in the settings menu.

2. Under the Roles section, find the role you want to update from the list of custom roles. Click on the role to edit its details.

3. In that Custom Role, you can modify the Role Name, adjust the Access Preset, or fine-tune the Permissions according to your needs.

4. After making the necessary changes, click Save to apply the updates.

This process allows you to dynamically adapt the access levels and permissions of your team members, ensuring they have the right tools and visibility to perform their roles effectively.

Add Users in Gallabox

You can invite users to your Gallabox account, assign them roles such as Admin or Owner or Member or a custom role, and control their access levels.

To add new user:

1. Click on the +Add user button on the top right of the screen. A sidebar will open up.

2. To add a team member to Gallabox, provide their name and email address.

3. Choose the role of the user and select the preferred channel you would like to add the user in. Click on Invite to send the notification to the user. The user will receive an email from [e-mail] to accept the invitation.