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Role-based Access on Plivo Account

  • What is the finance analyst role?

    A Plivo standard account can be managed by multiple users based on the access provided to each user. Plivo offers five predefined roles that can be enabled from your Plivo account. 

    These five predefined roles are:

    1. Owner
    2. Admin
    3. Developer
    4. Finance analyst
    5. Support

    This guide will cover the access granted to users in the finance analyst role. 

    Finance analyst role

    A finance analyst has access to payment and billing information.

     You can enable this from the user tab by creating a new user and granting finance analyst access.Screen_Shot_2020-05-21_at_5.03.30_PM.png

    A user with this permission will only be able to view and edit the payments and billing details. The user can also view pricing for every account.

    This user will not have access to any other features on the Plivo account.

  • What is the support role?

    A Plivo standard account can be managed by multiple users based on the access provided to each user. Plivo offers five predefined roles that can be enabled from your Plivo account.

     These five predefined roles are:

    1. Owner
    2. Admin
    3. Developer
    4. Finance analyst
    5. Support

    This guide will cover the access granted to users in the support role. 

    Support role

    A support user can access Plivo data and modify settings in the account.

     You can enable this from the user tab by creating a new user and granting support access.

    Screen_Shot_2020-05-21_at_5.03.30_PM.png

    The user who is granted support access can view the following details:

    • Phone numbers
    • Payments and billing
    • Logs
    • Application and configuration

    Support users can edit only the settings of the account. This user will not be able to change the credentials of the account nor be able to view the pricing details.

  • What is the developer role?

    A Plivo standard account can be managed by multiple users based on the access provided to each user. Plivo offers five predefined roles that can be enabled from your Plivo account.

     These five predefined roles are:

    1. Owner
    2. Admin
    3. Developer
    4. Finance analyst
    5. Support

    This guide will cover the access granted to users in the developer role. 

    Developer role

    This role is primarily for users of the Plivo API. A user with developer access is the one who will be making configuration changes and triggering the messages or calls using Plivo APIs.

    You can enable the developer role from the user tab by creating a new user and granting developer access.

    Screen_Shot_2020-05-21_at_5.03.30_PM.png
    The developer can view and edit the following features on the account:

    • Phone numbers
    • Settings
    • Credentials of the account
    • Application & configuration

    The developer can also view logs; however, payment, billing, and pricing details will not be accessible to a developer.

  • What is the admin role?

    A Plivo standard account can be managed by multiple users based on the access provided to each user. Plivo offers five predefined roles that can be enabled from your Plivo account.

    These five predefined roles are:

    1. Owner
    2. Admin
    3. Developer
    4. Finance analyst
    5. Support

    This guide will cover the access granted to users in the admin role. 

    Admin

    An admin can have access to the entire console. This means a user that has admin access has the same permissions as the owner of the account.

    You can enable the admin role from the user tab by creating a new user and granting them with admin access. Screen_Shot_2020-05-21_at_5.03.30_PM.png
    The admin can view and edit the following features on the account:

    • Phone numbers
    • Payments and billing
    • Settings
    • Credentials of the account
    • Application & configuration

    The admin can also view the logs of the account and pricing details.

  • Role-Based Account Management

    A Plivo standard account can be managed by multiple users based on the access provided to each user. Plivo offers five predefined roles that can be enabled from your Plivo account.

    These five roles are: 

    1. Owner: this role is assigned automatically to the user who creates the account. This user has complete access to the account.
    2. Admin: this role can provide administrators with access to the entire console.
    3. Developer: this role can be used for users who primarily use the Plivo API.
    4. Finance analyst: this role has access to payment and billing information.
    5. Support: this role is for users who need access to Plivo data and to be able to modify settings in the account.

    Every user added to an account has a role assigned to them. By default, the user who creates the account is the owner of the account. Make sure you configure roles for new users before sending them an invitation to the account.  

    Note

    • You cannot change the owner of the account. 
    • You may change the user roles at any point in time.

    To provide any particular role access to another user, you can send them an invitation from the account by following these steps: 

    1. Navigate to the Team tab under Account Settings on your Plivo account. 
    2. Click “Add New User”.
    3. Enter the email address of the user who you would like to invite.
    4. Select one of the predefined roles and click "Invite User".

     Screen_Shot_2020-05-21_at_4.51.56_PM.png

    Screen_Shot_2020-05-21_at_4.52.14_PM.png

    This will send out an invite to the email address specified. If the user does not have a Plivo account already, they will be prompted to create a new account. This new account created known as an invited user. An invited user may perform actions associated with their specific role in the main account. Access can be updated after the invite has been sent by simply selecting a different role. 


    Screen_Shot_2020-05-21_at_4.53.23_PM.png

    If you no longer wish to grant access to a user, delete the invited user. This is an irreversible step. If the user does not receive an invite, you can resend the invite from your Plivo account.

    Note: a user can be a member of all the accounts they are invited to join. There is no limit to the number of accounts of which a user can be a member.