An admin’s role dictates what they are able to see and do in AllVoices. You can select from the list of predefined roles described below or create a custom role as needed.
The below permissions reference all AllVoices products. If you do not have all products you can disregard those permissions.
Owner
The Owner has complete control over the account and can take action on everything. Only the Owner role can add admins, remove admins, change an admin's role, access configurational settings, set up SLAs and reminders, create routing rules, and see all pulse surveys created.
Ownership can only be transferred by contacting AllVoices directly. Multiple Owners are permitted.
*Owners have access to all cases by default, unless intentionally blocked.
Primary Admin
The Primary Admin has full access with the exception of settings and configurational features. Primary admins cannot edit form configs, investigation templates, or manage admins or adjust roles.
*Primary admins have access to all cases by default, unless intentionally blocked.
Sub Admin
The Sub Admin has limited access to the platform. They can view data in charts related to their cases. They can only view and take action on cases they create or if granted access.
*Sub Admins can be granted access to cases via routing rules, if assigned, or if added under “Manage Access” by another admin with access. They also have default access to all cases they create.
Viewer
The Viewer has view-only access to the platform. They can view data in charts related to their cases. They cannot take action on cases.
*Viewers can be granted access to cases via routing rules or if added under “Manage Access” by another admin with access. Viewers cannot be assigned to cases as this is a view-only role.
Manager
The Manager has the most restricted access to the platform. They cannot access charts, pulse surveys, investigations, or messages. They can view and comment-only on cases that are shared with them but cannot take action.
*Managers can be granted access to cases if added under “Manage Access” by another admin with access. Managers cannot be assigned cases as this is a view and comment-only role.
For additional manager functionality you can read about our Enhanced Manager role here.
Custom Roles
You can also configure custom roles tailored to your company’s unique needs, read more about custom roles here.