Users & Permissions
Users & Permissions manages who has access to your organization and what they can do.
Navigation Tabs
- Users: Lists all organization users, their emails, roles, and assigned teams.
- Teams: Manage team groupings for the organization.
- Roles: Create and assign custom roles with specific permissions.
Users Tab
- + Add User: Opens a modal to invite or add a new user to the organization.
- Search by name or email: Text field to filter the user list.
- Actions: Three-dot menu per row for row-level actions (e.g., edit roles, remove user).
- Showing N results: Footer count of users matched by the current search.
User Data Fields
| Field | Description |
|---|
| Name | The user’s full name (e.g., Jane Doe). Sortable. |
| Email | The user’s account email (e.g., user@example.com). |
| Organization Roles | Role(s) assigned to the user (e.g., Administrator). |
| Teams | Team(s) the user belongs to (e.g., Support Team). |
Teams Tab
- + New Team: Opens a modal to create a new team.
- Search by team name: Text field to filter the teams list.
Team Data Fields
| Field | Description |
|---|
| Name | The team’s name. Sortable. |
| Organization Roles | Role(s) assigned to the team. |
| Members | Users assigned to the team. |
Note: If no teams match the search, or none have been created yet, the table shows an empty state: “No teams found: Try adjusting your search criteria.”
Roles Tab
- + New Role: Opens the creation workflow to define a new custom role.
- Name / Description: Text fields to filter the roles list, applied with Apply Filters and cleared with Clear Filters.
- Showing N results: Footer count of roles matched by the current filters.
Roles List
| Field | Description |
|---|
| Name | The role’s name (e.g., Administrator). Sortable. |
| Description | A short summary of the role’s access level. |
| Actions | Edit Permissions opens the role’s permission editor. Delete removes the role. |
Roles
| Role | Description |
|---|
| Owner | Full organization access, including billing and role management. One per org, enforced by the rank rule. |
| Administrator | Every operational page, plus role and team management. Cannot change billing. |
| Manager | Operational access to view and manage domain pages, plus role and team management scoped by rank. |
| Billing Admin | Billing management only. Holds no outbound, inbound, or sms page. |
| Member | Standard access: the pages needed for day-to-day work, without administrative pages. |
| Founder | Cross-organization platform staff. Grantable only by an existing Founder, only within the designated platform organization. |
Role Detail
Selecting Edit Permissions on a role, or creating a new one, opens its permission editor. Use ← Back to Roles to return to the list, or the ⋮ menu for additional role actions.
Role Overview
- Role Name: The role’s name (e.g.,
Administrator) and a short description of its access level (e.g., Every operational page, plus role and team management. Cannot change billing.). - Type:
Custom roles are owned by your organization. Pre-Defined roles are shared by every organization. - Permissions: Count of granted permissions out of the total available, and how many domains they span (e.g.,
49 of 51, across 10 of 10 domains). - Held by: Number of users currently assigned the role.
Example Roles
| Role | Type | Access Level |
|---|
| Owner | Custom | Full organization access, including billing and role management. One per org, enforced by the rank rule. |
| Administrator | Custom | Every operational page, plus role and team management. Cannot change billing. |
| Manager | Custom | Operational access to view and manage domain pages, plus role and team management scoped by rank. |
| Billing Admin | Custom | Billing management only. Holds no outbound, inbound, or sms page. |
| Member | Custom | Standard access: the pages needed for day-to-day work, without administrative pages. |
| Founder | Pre-Defined | Cross-organization platform staff. Grantable only by an existing Founder, only within the designated platform organization. |
Permissions Checklist
Each permission is a checkbox that grants the role access to a specific page or action, grouped into 10 domains:
General
| Permission | Description |
|---|
| View Home | A quick overview of Smart Carrier and what it can do. |
| View Dashboard | Live statistics and insights for the organization’s account and services. |
| Manage Accounts | Telecom account list, profiles, regulatory identifiers, notes, documents, and contacts. |
| Manage STIR/SHAKEN Certificates | Upload, edit, and delete the organization’s call-signing certificates. |
SMS
| Permission | Description |
|---|
| View SMS Dashboard | Message volume, opt-ins and opt-outs, delivery status, and estimated spend. |
| Manage Direct Messages | Read conversation threads and send replies. |
| Manage Automated Messages | Create, edit, and delete reply templates keyed to a disposition. |
| Manage Campaigns | Campaigns, auto-replies, 10DLC registrations, and keyword responses. |
| View Inbound Messages | Read and export messages the organization received. |
| View Outbound Messages | Read and export messages the organization sent. |
Outbound
| Permission | Description |
|---|
| View Outbound Overview | A summary of outbound calling activity. |
| View Outbound Call History | Read and export call records, and download packet captures. |
| Manage Prefixes | Create, edit, and delete prefixes, their compliance settings, rates, and routes. |
| View Outbound CDR | Read and download outbound call detail records. |
Inbound
| Permission | Description |
|---|
| View Inbound Overview | A summary of inbound calling activity. |
| View Inbound Call History | Read and export inbound call records. |
| Manage Containers | Create, edit, and delete routing containers, blocking rules, routes, and placeholder numbers. |
| View Inbound CDR | Read and download inbound call detail records. |
| Permission | Description |
|---|
| View Tools Overview | A summary of the available tools. |
| Manage Telephone Numbers | Number inventory, purchase orders, and Anti-Spam status. |
| Manage Internal DNC | Read, export, add, and remove numbers on the internal Do Not Call list. |
| Manage Call Cadence | Create, edit, and delete cadence schedules, and assign them to Vicidial lists. |
| Use Smart Hub | Run and export individual or bulk phone-number lookups. |
| Manage Rate Plans | Upload and manage rate-plan documents. |
| Manage Blacklist | Read, add, and remove blocked telephone numbers. |
API Log
| Permission | Description |
|---|
| View AI Numbers | Real-time audit trail of AI call routing and lookup requests. |
| View Do Not Call Log | Real-time audit trail of DNC lookup requests. |
| View Enhanced Insight/LERG/LRN | Audit trail of LERG and LRN lookup requests. |
| View STIR/SHAKEN Log | Per-call attestation results. |
| View Number Type Log | Real-time audit trail of telephone number classification lookups. |
Reports
| Permission | Description |
|---|
| View Call Cadence Report | The log of cadence firings. |
| View CPS & Channel History | Time-series analytics for calls per second (CPS) and active concurrent channels. |
| View Daily Usage | Aggregated daily volume, performance metrics, and add-on lookup service counts. |
| View Density Reports | By prefix, geographic region, and area code. |
| View Destination Call Volume | Call traffic grouped by destination phone number. |
| View DID Call Volume | Call volume and performance analytics by originating caller ID (DID). |
| View IP Analysis | Call performance and traffic distribution by signaling IP address. |
| View National DNC Matches | Daily matches against the National DNC registry. |
| View SIP Code Details | Breakdowns of SIP response codes and failure/status reasons. |
| Manage Scheduled Reports | Create, edit, delete, and run scheduled report emails on demand. |
Vicidial Reports
| Permission | Description |
|---|
| View Team Agent Performance | Per-agent productivity and conversion metrics, grouped by team. |
| View Call Center Summary | Aggregated, team-level performance totals. |
| View Payroll Report | Per-agent paid-hours data. |
Settings
| Permission | Description |
|---|
| View Profile Settings | Avatar, full name, organization, and primary email address. |
| View Organization | Organization identifiers, and its KYC application and status. |
| Manage Users & Permissions | Members and invitations, roles, assignments, teams, and the audit log. |
| Manage Authentication Settings | Password changes and account security settings. |
| Manage Billing | Invoices, payment methods, adding funds, auto-recharge, and the free trial. |
| Manage Integrations | Connect, verify, reconfigure, and disable third-party integrations, including Slack. |
| Manage Notifications | Contacts directory, alert subscriptions, recipient assignments, and delivery history. |
Other
| Permission | Description |
|---|
| Manage KYC Application | Fill in and submit the organization’s KYC application. |