Manage User Permissions

Learn how to configure access levels and permissions for users in your Planeasy account.

User Roles

The platform has three main user roles:

Administrator

• Full access to all features
• Can create and delete users
• Manages financial settings
• Configures integrations (WhatsApp, SMS, Email)

Operator

• Can create and edit contacts
• Can send messages
• Can view reports
• Cannot access financial settings

Viewer

• Read-only access
• Can view contacts and reports
• Cannot edit or send messages
• Cannot access settings

How to Change Permissions

1. Access the Users Page

Navigate to Users in the menu.

2. Locate the User

Find the user you want to edit in the list.

3. Click "Edit"

Click the edit icon (pencil) next to the user.

4. Change Role

Select the new role from the "Role" dropdown.

5. Save

Click "Save" to apply the changes.

Important Notes

• Changes take effect immediately
• The user will be notified by email
• You cannot change your own permissions
• At least one administrator is required

Security Tips

• Assign only necessary permissions
• Review permissions regularly
• Use the Viewer role for external users
• Keep sensitive data restricted to administrators

Related Articles

• Create New User
• Reset User Password