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Custom Roles - StratusTEXTING

Discover how you can create and edit custom roles for the users of your StratusTEXTING account.

Written by Val Campos

Updated at January 7th, 2025

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Table of Contents

View Your Account's Roles Create a Custom Role Edit a Custom Role

View Your Account's Roles

In your StratusTEXTING account, different roles can be assigned to your users. These roles determine what kind of permissions your users have while using StratusTEXTING for SMS messaging. 

To view the roles that have been created…

  1. Navigate to the Settings tab.
  2. Select Roles.

You can now view StratusTEXTING's default roles and any custom roles that have been created by an Admin or Super Admin for your users.

 


Create a Custom Role

As an Admin or Super Admin, you can create custom roles that can be assigned to new and existing users. These roles can be customized to have different combinations of permissions that fits the needs of an employee with a specific position and department. 

To add a custom role to be assigned to a user…

  1. Click the CREATE ROLE button.
  2. In the Create Role menu, input the following:
    • Role Title - Type an identifiable name for this role.
    • Description - Type a brief note about this role and the different permissions users with this role will have.
    • Permissions - Select the different functions this user role can have access to while using StratusTexting. 
  3. Click the CREATE ROLE button to save this role.

    ✔ Once the role is created, you will be able to view this role in the Custom Roles section.

    Users can now be assigned this custom role.

    Note: To learn more about assigning users roles, read this article.

     
     

 


Edit a Custom Role

Once a custom role has been created, Super Admins and Admins can edit the role's name, description, and permissions as needed.

  1. Navigate to Settings → Roles.
  2. Click the Manage button next to the custom role that needs to be adjusted.
  3. Adjust the title, description, and permissions of the role as needed.
  4. Click the SAVE CHANGES button to apply these adjustments.

    ✔ You should see a confirmation message that the role has been updated. 

    Now any users that are assigned this custom role will have their title and permissions adjusted accordingly.

     
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