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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 with different roles. Plivo offers five predefined roles that can be enabled from your Plivo account:

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

    This post talks about the access granted to users in the finance analyst role. 

    Finance analyst

    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 finance analyst role from the console by going to Settings > Account > Team > User, creating a new user, and granting finance analyst access.Screen_Shot_2020-05-21_at_5.03.30_PM.png

  • What is the support role?

    A Plivo Standard account can be managed by multiple users with different roles. Plivo offers five predefined roles that can be enabled from your Plivo account:

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

    This post talks about the access granted to users in the support role. 

    Support

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

    Users who are 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. 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 > User, creating a new user, and granting support access.

    Screen_Shot_2020-05-21_at_5.03.30_PM.png

     

  • What is the developer role?

    A Plivo Standard account can be managed by multiple users with different roles. Plivo offers five predefined roles that can be enabled from your Plivo account:

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

    This post talks about the access granted to users in the developer role. 

    Developer role

    This role is primarily for users of the Plivo API. Users should have developer access if they make configuration changes and triggering messages or calls using Plivo APIs.

    Developers can view and edit the following features on the account:

    • Phone numbers
    • Settings
    • Account credentials
    • Application and configuration

    Developers 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 > User, creating a new user, and granting developer access.

    Screen_Shot_2020-05-21_at_5.03.30_PM.png

  • What is the admin role?

    A Plivo Standard account can be managed by multiple users with different roles. Plivo offers five predefined roles that can be enabled from your Plivo account:

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

    This post talks about the access granted to users in the admin role. 

    Admin

    Admins have access to the entire console. This means they have the same permissions as the owner of the account.

    Admins can view and edit the following features on the account:

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

    Admins can also view the logs of the account and pricing details.

    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

  • Role-Based Account Management

    A Plivo Standard account can be managed by multiple users, and each can have different access permissions. Plivo offers five predefined roles that you can enable from your Plivo account

    1. Owner: This role is assigned automatically to the user who creates the account. It has complete access to the account. You cannot change the owner of an account.
    2. Admin: This role provides administrators with access to the entire console.
    3. Developer: This role can be used for users who primarily use the Plivo APIs.
    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. You can change the user roles (except owner) at any point in time.

    If you're on a committed monthly spend plan, you can provide access to another user by configuring a role for them and sending them an invitation: 

    1. Navigate to Account > Settings > Team on the Plivo console. 
    2. Click Add New User.
    3. Enter the email address of the user you'd 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 an invitation to the email address specified. If the user doesn't have a Plivo account already, they will be prompted to create a new account.

    An invited user may perform actions associated with their role in the main account. You can modify an invited user's role after the invitation has been sent by 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 you can delete the invited user. This is an irreversible step.

    If a user does not receive an invite, you can resend the invite from your Plivo account.

    There's no limit to the number of accounts a user can be a member of.