User Roles and Permissions Overview

There are four different user roles: Account Admin, Property Admin, Replier, and Read Only. Additionally, there is a variation of the Replier role called Replier Lite.
You can manage all roles directly in your account here.

Overview

Right	Account Admin	Property Admin	Replier
User management (add, delete & change roles)	✅	✅ for assigned properties	❌
Subscription management (e.g., change payment details)	✅	❌	❌
Add integrations	✅	✅ for assigned properties	❌
Configure & edit automation rules	✅	✅ for assigned properties	❌
Create & edit surveys	✅	✅ for assigned properties	❌
Create & edit review widgets	✅	✅ for assigned properties	❌
Use review Inbox & publish replies	✅	✅ for assigned properties	✅ for assigned properties
View analytics screens	✅	✅ for assigned properties	✅ for assigned properties
Ask reviews anything	✅	✅ for assigned properties	✅ for assigned properties

Account Admins

Account Admins have the highest level of access and control over the entire account. They have full access to all properties within the account and see all properties and screens.

Property Admins

Property Admins have administrative rights similar to Account Admins but only for the assigned property. Further, they cannot see the subscription details in their account settings where usage limits (Overage) or payment and billing details can be managed.

Permissions (limited to their assigned properties)	Restrictions
✅ User management ✅ Create and manage integrations ✅ Configure and edit automation rules ✅ Create and modify surveys	❌ Manage subscription e.g. change payment details

Repliers

Repliers have access to response and analysis features for their assigned properties. But they have several restrictions with regard to Inbox and account settings:

Permissions (limited to their assigned properties)	Restrictions
✅ access and utilize all reply features ✅ access all anayltics features	❌ Manage users ❌ Manage subscriptions (e.g. change payment details) ❌ Configure integrations ❌ Set up/edit automation rules ❌ Create/edit surveys ❌ Create/edit review widgets

Replier Lite

Replier Lite users have access to response and analysis features for their assigned properties, with slightly more restrictions than Repliers.

Permissions (limited to their assigned properties)	Restrictions
✅ access and utilize all reply features ✅ access all analytics features (view only)	❌ Manage users ❌ Manage subscriptions (e.g. change payment details) ❌ Configure integrations ❌ Set up/edit automation rules ❌ Create/edit surveys ❌ Create/edit review widgets ❌ Access Reply Settings ❌ Change categories in analytics

Read Only

Read Only users have view-only access with no ability to interact with inbox or configuration features.

Permissions (limited to their assigned properties)	Restrictions
✅ view published replies ✅ view analytics (read-only)	❌ Access Reply Settings ❌ Access reply input field ❌ Mark conversations as done ❌ Send replies ❌ Generate replies ❌ Manage users ❌ Manage subscriptions (e.g. change payment details) ❌ Configure integrations ❌ Set up/edit automation rules ❌ Create/edit surveys ❌ Create/edit review widgets ❌ Change categories in analytics

Onboarding Checklist

Introduction to Smart Snippets

Change User Roles

Adding users

Can we assign users to specific properties, and restrict their access?