A Plivo Standard account can be managed by multiple users with different roles. In addition to the account owner, we provide four predefined roles: admin, developer, support, and financial analyst. This post talks about the permissions granted to users in these roles.
What is the admin role?
Admins have the same permissions as the owner of the account. They can view and edit
- Phone numbers
- Payments and billing
- Settings
- Credentials of the account
- Application and configuration
Admins can also view account logs and pricing details.
You can enable the admin role from the console by going to Settings > Account > Team. Click on Add New User, enter the user’s email address, tick the Admin role, and click Invite User.
What is the developer's role?
The developer role is for users who primarily use Plivo to make configuration changes and trigger messages or calls using Plivo APIs. Developers can view and edit
- Phone numbers
- Settings
- Account credentials
- Application and configuration
They can also view logs. Developers cannot access payment, billing, and pricing details.
You can enable the developer role from the console by going to Settings > Account > Team. Click on Add New User, enter the user’s email address, tick the Developer role, and click Invite User.
What is the support role?
Support users can access Plivo data and modify settings in the account. Support users can view
- Phone numbers
- Payments and billing
- Logs
- Application and configuration
Support users can edit only the settings of the account. They cannot change the credentials of the account nor view pricing details.
You can enable the support role from the console by going to Settings > Account > Team. Click on Add New User, enter the user’s email address, tick the Support role, and click Invite User.
What is the financial analyst's role?
Finance analysts can only view and edit payments and billing details. They can also view pricing for every account. Finance analysts have no access to any other features on the Plivo account.
You can enable the financial analyst role from the console by going to Settings > Account > Team. Click on Add New User, enter the user’s email address, tick the Financial Analyst role, and click Invite User.
A more detailed breakdown of Role-specific access can be found in the CSV below.
| Admin | Developer | Support | Finance | |
| User Settings | ||||
| User Profile | No Access | No Access | No Access | No Access |
| Security | No Access | No Access | No Access | No Access |
| Account Settings | ||||
| Subaccounts | Add / Edit / Delete | Add / Edit / Delete | View | View |
| Team | Add / Edit / Delete | No Access | No Access | No Access |
| Credentials | Edit | Edit | No Access | No Access |
| Service Addresses | Edit | Edit | Edit | Edit |
| Manage Accounts | Edit | Edit | Edit | Edit |
| Billing Information | Edit | No Access | No Access | Edit |
| Docs | View | View | View | View |
| Voice | ||||
| Payments | Edit | No Access | No Access | Edit |
| Advanced Insights | View | View | View | View |
| Applications | Add / Edit / Delete | Add / Edit / Delete | View | No Access |
| Endpoints | Add / Edit / Delete | Add / Edit / Delete | View | No Access |
| Logs | View / Export | View / Export | View / Export | No Access |
| Verified Caller ID | View / Edit | View / Edit | No Access | No Access |
| Pricing | View | No Access | No Access | View |
| Settings | Enable / Disable | View | View | View |
| Voice Alerts | Enable / Disable | No Access | No Access | No Access |
| Other settings | ||||
| Destination number validation | Enable / Disable | Enable / Disable | No Access | No Access |
| Basic Auth For Recording URLs | View | View | No Access | No Access |
| Consent for Media Files | Enable / Disable | Enable / Disable | No Access | No Access |
| Recording Storage | Enable / Disable | Enable / Disable | No Access | No Access |
| Geo-permission | Edit | Edit | View | View |
| Push Credentials | Edit | Edit | View | No Access |
| Call Insights | View / Edit | View | View | No Access |
| Messaging | ||||
| Application | ||||
| XML | Add / Edit / Delete | Add / Edit / Delete | View | No Access |
| PHLO | Add / Edit / Delete | Add / Edit / Delete | View | No Access |
| Logs | View / Export | View / Export | View / Export | No Access |
| Compliance | ||||
| Profiles / Brands / Campaign / Verification | Add / View | Add / View | Add / View | No Access |
| Sender IDs | Add / View | Add / View | Add / View | No Access |
| Fraud Shields | ||||
| Config | View / Edit | View / Edit | View / Edit | No Access |
| Geo-permission | View / Edit | View / Edit | View / Edit | No Access |
| Powerpacks | View / Edit | View/Edit | View/Edit | No Access |
| MMS Media Upload | View / Edit | View/Edit | View/Edit | View/Edit |
| Pricing | View | No Access | No Access | View |
| Complete Access | Complete Access | Complete Access | No Access | |
| Lookup | Complete Access | Complete Access | No Access | No Access |
| Zentrunk | ||||
| Outbound Trunk | ||||
| Trunks | View/Add/Delete | View/Add/Delete | View | No Access |
| IP Access Control Trunk | View/Add/Delete | View/Add/Delete | View | No Access |
| Credentials List | View/Add/Delete | View/Add/Delete | View | No Access |
| Inbound Trunk | ||||
| Trunks | View/Add/Delete | View/Add/Delete | View | No Access |
| Origination URI | No Access | No Access | No Access | |
| Other Settings | ||||
| Geo-permissions | Edit | Edit | View | View |
| File capture consent | Edit | Edit | Edit | |
| Logs | View | View | View | No Access |
| Pricing | View | No Access | No Access | View |
| Phone Numbers | ||||
| View / Buy | View / Buy | View | No Access | |
| Settings | View /Edit | View /Edit | View /Edit | No Access |
| Compliance Application | View / Edit | No Access | No Access | No Access |
| Rental Summary | View | View | View | No Access |
| BYOC | View / Edit | View / Edit | View | No Access |
| Verify | ||||
| Applications | Add / Edit / Delete | Add / Edit / Delete | View | No Access |
| Logs | View | View | View | No Access |