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
Owner	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).
Admin	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.
Member	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.
Protected Member	Similar to a regular Member, but with added privacy measures. PII is masked to enhance security.
Admin- PII Masked	Similar to the Admin role but with PII masked to protect sensitive information.
Custom Role	can be provided with the desired permissions as per the business needs.

Add a Role

To add a custom role in Gallabox, follow the below steps:

1. Go to Users & Roles in your profile. Click on Roles Tab.

2. Click on '+Add Role'.

3. A side pop-up will show. Specify the role name and select the permissions needed for users with that role to view certain features.

4. Click on Save Role. You can now assign a new role to your teammates when inviting them to join Gallabox.

The default roles available are Owner, Admin, Member, Admin Inverted PII, and Protected Member.

Add Users

To add an user for your Account, follow the below steps:

1. Go to Users & Roles in your profile.

2. Click on '+Add user'.

3. A side pop-up will show. Add the user details like their name, email id, assign role, and add them to channel.

4. Click on Invite. A notification will be shared with the user over their email id mentioned.

Invite Users

To view all users invited to join your Gallabox account, check the Invites tab. You can resend an invite if the user hasn't responded or delete the invite.

Delete User

To view all deleted users, go to "Deleted Users." You can restore a user if you accidentally delete them.

Create a Team

To create a team in your Account, follow the below steps:

1. Go to Users & Roles in your profile.

2. Switch to Teams Tab.

3. Click on '+ Create Team'. A pop-up will appear.

4. Enter the name of the Team.

1. To map the users to the Team, click on the three dots beside the create team.

2. Click on 'Map Member to the Team'. A side pop-up will open up for you to search and add the users to the Team.