HelloSend supports Role-Based Permission Management, enabling administrators to define and control user access based on roles. By default, HelloSend includes two predefined roles: Admin and User. In addition to these, admins can create custom roles tailored to specific team needs, ensuring users only access features and data relevant to their responsibilities.
To get started, navigate to Settings > Users > Roles & Permission within the HelloSend platform. From there, you can view existing roles, create new ones, and assign detailed permissions across messaging, calls, and system settings — giving you full control over how your team interacts with HelloSend.
Administrators can create custom roles tailored to specific team needs, ensuring users only access features and data relevant to their responsibilities.
Supported Integrations
Supported Channels
How to Access Role & Permission Settings
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1
Navigate to the HelloSend Dashboard
- 2
Go to Settings > Users > Roles & Permission
- 3
View the table with default roles: Admin and User
Creating Custom Roles
By default, HelloSend includes two predefined roles: Admin and User. These serve as baseline configurations.
- Admin: Full access to all features and settings
- User: Limited to messaging with assigned records
However, you can create custom roles to suit the unique needs of your team.
To create a new custom role:
- Click the "Create Roles" button
- Enter a Role Name (e.g., Sales Agent, Manager, Support Lead)
- Define permissions across the following main setions:
- Messages – Inbox, Campaigns, Automations, and Templates
- Calls – Teams and Call History
- Settings – Admin Settings, Channels, Blocked Numbers, and User Management
- Once all permissions are set, click the "Create" button to save the role.
However, you can create custom roles to suit the unique needs of your team.
Message Permissions
Control user access to core messaging features:
Inbox Permissions
- No Access: Users cannot view or use the Inbox
- Owned Records: Access only to conversations they've participated in
- All Records: Access to all conversations in the organization
- Owned Records (View Only): View only their conversations, no send option.
- All Records (View Only): View all conversations, no send option.
Campaign Permissions
- No Access: No ability to create or access campaigns
- Owned Records: Create/access only their campaigns
- All Records: Full access to all campaigns
Automation Permissions
- No Access: No ability to create or manage automation.
- Owned Records: Create/access only their automation workflows.
- All Records: Full access to all workflows.
Templates Permissions
- No Access: Can view templates for sending messages, but cannot create/edit.
- Owned Records: Can create/edit their templates and view team templates.
- All Records: Full access to all team templates.
Call Permissions
Teams Permission
- Hide: Restricts access to team management
- Show: Allows users to manage team settings
Call History Permission
- Hide: Restricts access to call history
- Show: Allows viewing and managing call records
Settings Permissions
Manage user access to core configuration settings in HelloSend:
Admin Settings
- Hide: Restricts access to admin-level settings.
- Show: Allows users to manage admin settings.
Channels
- Hide: Restricts access to communication channels. Channels will still be visible if a Messaging Number is assigned as 'System Default'.
- Show: Allows full channel management.
Blocked Numbers
- Hide: Cannot view or edit blocked numbers.
- Show: Can block or unblock phone numbers.
Users
- Hide: No access to user management.
- Show: Can add/edit team members.
Final Step: Save Role
You've successfully configured all permissions for this role. Review the settings and click the "Create" button to save the role.
🎯 Conclusion
The Role-Based Permission feature in HelloSend allows you to define specific access levels for each team role. This ensures that users can only interact with the areas relevant to their responsibilities, improving both security and productivity.
Powerful Benefits of Structured Role Access
Improved Data Security
Restrict sensitive data to authorized users only
Better Team Control
Assign tailored access based on job functions
Efficient User Management
Simplify permissions with shared roles
Scalability
Easily manage growing teams and evolving responsibilities
