ABOUT NUMBERS

Owners and admins have access to all numbers.

The number is considered "shared" if multiple users are assigned to the same number.

2024.02.09 Accounts owners will need to give admins permission to add a number and/or turn on the short code.

ROLES

Table of contents:

Owner & Admin

Regular and Restricted User

Signatures

OWNER & ADMIN

Topic	Owner	Admin
GENERAL OVERVIEW	There is one owner for each PastorsLine account. The owner is defined as the first person to sign up for a PastorsLine account. Later, the owner can transfer ownership to another owner, but there will always only be one. The owner can do EVERYTHING. If there is a feature, they can use it. If there is an ability, they can do it. We will list the major items for clarity.	There can be one or more admins on the account. Admins are almost as powerful as owners. Each admin added will have the same complete control. Admins can do (almost) everything. We will list the major items for clarity.
BILLING	Can assign billing privileges to admins and user on the account. Can change billing settings. Has full access to all the credits on the account.	Cannot assign billing privileges to admins and user on the account. Cannot change billing settings UNLESS given that privilege by the owner. Has full access to all the credits on the account.
CAMPAIGNS	Has full access to Campaigns: add, edit, view or delete and clone campaigns.	Has full access to Campaigns: add, edit, view or delete and clone campaigns.
GROUPS	Has full access to all groups and people for both viewing and management. Can create new groups. Can edit, view, archive / delete (if applicable) and resync (if integrated) all groups. Can add people to groups, and remove people from any groups.	Has full access to all groups and people for both viewing and management. Can create new groups. Can edit, view, archive / delete (if applicable) and resync (if integrated) all groups. Can add people to groups, and remove people from any groups.
INBOX	INBOX: Can see all messages to and from all numbers on the account.	INBOX: Can see all messages to and from all numbers on the account.
NUMBERS	Numbers: Are assigned a primary number but can use any and all numbers on the account. Can switch their "send from" number at any time as a one-time option or make it their default number. In other words, they can effectively use a different "send from" number for each message. Changing their default number does not affect their ability to see all numbers and conversations. NUMBER NICKNAMES: Can edit the nickname of any number. Note that this edit will apply to the entire account. In other words, for everyone.	Numbers: Are assigned a primary number but can use any and all numbers on the account. Can switch their "send from" number at any time as a one-time option or make it their default number. In other words, they can effectively use a different "send from" number for each message. Changing their default number does not affect their ability to see all numbers and conversations. NUMBER NICKNAMES: Can edit the nickname of any number. Note that this edit will apply to the entire account. In other words, for everyone.
PEOPLE MANAGEMENT	Can add, edit, archive (soft delete), and delete (permanent) all people on the account. Can add people to groups, and remove people from any groups. Has full access to smart syncing and auto-merge option: will see people with that blue pending icon.	Can add, edit, archive (soft delete), and delete (permanent) all people except the owner on the account. Can add people to groups, and remove people from any groups. Has full access to smart syncing and auto-merge option: will see people with that blue pending icon.
SETTINGS	Cannot be deleted by another admin or user. Can delete other users and admins. Can change account level settings. Has full access to all integration settings and management.	Cannot delete the owner, but can be deleted. Can delete other users and admins. Can change account level settings. Has full access to all integration settings and management.
SYNCING	Has full access to regular syncing (via a regular or beta integration) including groups.	Has full access to regular syncing (via a regular or beta integration) including groups.
TAGS	Has full access to Tags.	Has full access to Tags.
TEMPLATES	Can work with/edit public templates	Can work with/edit public templates
VOICE BROADCASTS	Can create and send voice broadcasts to any group.	Can create and send voice broadcasts to any group.
WEB WIDGETS	Has full access to Web Widgets	Has full access to Web Widgets

REGULAR & RESTRICTED USERS

NINJA TIP SOLUTION: See all the people in your PastorsLine account

Assign your user(s) the All People group (see image below). That will allow them to see all of the people, their messages, and work with them as per their permissions.

Keep in mind that even though they see ALL the people, Restricted Users (by virtue of their role restrictions) will be able to do less than Regular Users.

SIGNATURES

No matter their role, users can create custom signatures for any number on the account EXCEPT the shared PastorsLine short code and the PastorsLine, high throughput, toll-free (TF) numbers. Owners and admins (by virtue of their permissions) see all numbers. So they can create custom signatures for any number on the account expect the shared PL short code and TF numbers. Regular and Restricted Users (by virtue of their permissions) can create custom signatures on the number(s) they were assigned expect the shared PL short code and TF numbers. Editing custom signatures is done in User Settings - - My Signatures.

HOWEVER, only the Owner and Admin(s) can edit the default signature for a number. In other words, the signature which everyone uses if they do not choose a custom signature for that number. Default signature editing can be done for ANY number of the PastorsLine account INCLUDING the shared PL short code and TF numbers. Editing default signatures is done in Admin Settings - - Signatures.

V3: Settings -- User Settings -- My Profile

V3: Settings -- Admin Settings -- Users

V3: How to give Billing Privileges to a User

V3: Assign or Remove Groups from Users

V3: How to edit a user's number

Topic	Regular User	Restricted User
GENERAL OVERVIEW	This limited view is perfect for: your church leaders whose only concern is to communicate with specific groups.	This limited view is perfect for: staff members and volunteers in limited roles such as working on specific projects or events.
BILLING	Cannot change billing settings UNLESS given that privilege by the owner	Cannot change billing settings UNLESS given that privilege by the owner
CAMPAIGNS	Can add, edit, view, delete and clone campaigns	Cannot add, edit, view, delete and clone campaigns (no access to Campaigns page)
CREDITS	The Admin sets the number of credits they receive per month and can increase or decrease this amount at any time.	The Admin sets the number of credits they receive per month and can increase or decrease this amount at any time.
GROUPS	Only have access to the groups they are assigned to. HAS access to People View (will see the groups they have been assigned) Can view assigned groups Can edit assigned groups Can archive assigned groups Can create new groups Can delete (if applicable) and resync (if integrated) assigned groups Can resync (if integrated) groups they are assigned to (resyncing to pull the latest results) Can add people to assigned groups Cannot remove people from any group on the account (even ones they have created) Can archive people (soft delete) Cannot delete any people (permanent) Can view people (contacts) in their assigned groups See note about access to Unclassified group	Only have access to the groups they are assigned to. HAS access to People View (will see the groups they have been assigned) Can view assigned groups Cannot edit assigned groups Cannot archive assigned groups Cannot create new groups Cannot delete (if applicable) and resync (if integrated) assigned groups NO ACCESS to syncing or resyncing (if integrated) groups even those they are assigned to (resyncing to pull the latest results) Cannot add people to groups Cannot remove people from any group on the account Cannot archive people (soft delete) Cannot delete any people (permanent) Can view people (contacts) in their assigned groups See note about access to Unclassified group
INBOX	INBOX: Each user will only be able to see conversations from members who are in groups which this user has been assigned AND are using the phone number that user has been assigned. For example: The user is assigned number 12345 + Group A. One Group A member texts on 45678. Our user will not see it. Also, one Group B member texts on 12345. Our user will not see it. ALSO: This means that if our user is unassigned from Group A (Group A is no longer assigned to the user), the related messages will disappear from their Inbox. IN ADDITION: Adding / removing people (members/contacts) from a user's assigned group(s) manually or via integration syncing may cause the user to miss some messages. For Ninja Tip solution, click here.	INBOX: Each user will only be able to see conversations from members who are in groups which this user has been assigned AND are using the phone number that user has been assigned. For example: The user is assigned number 12345 + Group A. One Group A member texts on 45678. Our user will not see it. Also, one Group B member texts on 12345. Our user will not see it. ALSO: This means that if our user is unassigned from Group A (Group A is no longer assigned to the user), the related messages will disappear from their Inbox. IN ADDITION: Adding / removing people (members/contacts) from a user's assigned group(s) manually or via integration syncing may cause the user to miss some messages. For Ninja Tip solution, click here.
INTEGRATIONS	NO access to integration settings or management	NO access to integration settings or management
NUMBERS	Numbers: Each user can either be assigned a unique number or any other existing number. NUMBER NICKNAMES: Can edit the nickname of any number they are assigned. Note that this edit will apply to the entire account. In other words, for everyone.	Numbers: Each user can either be assigned a unique number or any other existing number. NUMBER NICKNAMES: Can edit the nickname of any number they are assigned. Note that this edit will apply to the entire account. In other words, for everyone.
PEOPLE MANAGEMENT (See also Delete)	Can add people to and edit people in their assigned groups Can view people (contacts) in their assigned groups Cannot remove people from any group on the account (even ones they have created) Can archive people (soft delete) Cannot delete any people (permanent) NO access to smart syncing & auto-merge option: won't see people with that blue pending icon	Cannot add people to or edit people in their assigned groups Can view people (contacts) in their assigned groups Cannot remove people from any group on the account Cannot archive people (soft delete) Cannot delete any people (permanent) NO access to smart syncing & auto-merge option: won't see people with that blue pending icon
PEOPLE VIEW	HAS access to People View (will see the member of the groups they have been assigned)	HAS access to People View (will see the members of the groups they have been assigned)
SETTINGS	Cannot add or delete other users Cannot change account level settings NO access to integration settings or management	Cannot add or delete other users Cannot change account level settings NO access to integration settings or management
SYNCING	Can resync (if integrated) groups they are assigned to (resyncing to pull the latest results)	NO ACCESS to syncing or resyncing (if integrated) groups even those they are assigned to (resyncing to pull the latest results)
TAGS	HAS access to Tags	NO access to Tags
TEMPLATES	Can work with/edit public templates	Can work with/edit public templates
VOICE BROADCASTS	Can create and send voice broadcasts to the groups they are assigned to	Can create and send voice broadcasts to the groups they are assigned to
WEB WIDGETS	HAS access to Web Widgets	NO access to Web Widgets

V3: User Roles Explained