Roles – CONNECT/EVERTEL

Evertel permissions are role based.

Executive Role

Has all access permissions in Evertel.

• Invite Users to Agency (any role)

• Create Rooms – Add/remove users & adjust room settings of any room. Retract any user message.

• View History Logs

• View Usage Logs

• Run Audits

• Adjust Agency Settings

• Manage Users – Adjust any user to any role

• Manage Rooms – Join any room as a Member or Room Manager

Management Role

• Invite Users to Agency (as Management or Employee role. Cannot invite user as an Executive)

• Create Rooms – the room creator is a Room Manager by default. *Cannot add/remove users or adjust room settings if they are not a Room Manager. Can retract any user message.

• Manage Users – Adjust user’s role (cannot change an Executive user’s role)

• Manage Rooms – Access Mange Rooms Directory, but can only join a room that is not private as a Member (same as “Join Room”).

Employee Role

• Join Rooms

• Direct Message

• Cannot invite users or create rooms. Employee Role can be made a Room Manager of any room.

Guest Role

• View and post in the room/s in which they are a Guest. Cannot view rooms listed under “Join Rooms”

• DM any user in the room/s in which they are a Guest

• Cannot create an EverDoc. If made a Room Manager, can only post in Read Only room.

Room Manager

Users with the Management and Employee roles can be made the Room Manager of a specific room.

Room Managers can:

• Add/Edit users in a room

• Invite Guests

• Share Room with another Agency

• Adjust Room Settings