A short video:



There are three types of Co-workers within your Exotel account

  • Admins 

  • Users

  • Supervisors NEW


You can spot the difference between them from the icons in the ‘Co-workers and Groups’ section. 



Admin:                                                                                       User:

                      


                                                        Supervisor:

                                       



You can change the role of a co-worker by selecting the appropriate option in the Add/Edit Co-workers popup. Click on the settings icon to get the Edit user details page view. 



NOTE: If you change an existing co-worker’s role, they would need to logout and login again for updated permissions to reflect.


Each of these Co-workers types has access to different features and functions within the product as defined below.


Section

Action

Admin

Supervisor

User

Inbox

View/Listen/Delete messages to all groups and Co-workers

Yes

No

No

 

View/Listen/Delete messages to the group to which the Co-workers belong

Yes

Yes

Yes

 

View/Listen/Delete messages directed to the Co-workers

Yes

Yes

Yes

 

Add notes to messages

Yes

Yes

Yes

Call widget

Make an outbound call

Yes

Yes

Yes

SMS Widget

Send an SMS

Yes

Yes

Yes

Address Book

Create/Edit/Delete Contacts

View/Edit the contacts created by other users

Yes

Yes 

Yes 

App Bazaar

Create/Edit/Delete Call Apps

Create/Edit/Delete SMS Apps

Yes

No 

No 

Exophones

View the Exophones bought by you

Connect a number with a Call/SMS App

Purchase a new number

Yes

No 

No 

Reports

Download call and SMS reports

Yes

No

No

Analytics

View user’s On/Off state

Yes

No

No

Co-workers & Groups

View co-workers/groups

Yes

Yes

Yes

Co-workers & Groups

Add,Delete & Edit Co-workers Details

Yes

No

No

Cogno AI Chat BotAccess to the Exotel chat supportYesNoNo

Campaigns

Schedule Bulk SMS to a selected list

Yes 

No 

No

FAQ page

Frequently Asked Questions 

Yes

Yes

Yes

My Account

Personal Info

Yes

Yes

Yes

 Settings

Access Settings page

Yes

No

No

 KYC Docs

Access KYC Docs page

Yes

No

No

 Bill Plan

Access Bill Plan page

Yes

No

No

 Make a Payment

Access Payment page

Yes

No

No

 View Bills

Access Invoice/Bills page

Yes

No

No

 Payment History

Access the Payment history page

Yes

No

No


Admins can override access to some of these permissions by using the Access Control page.



  • Simply check and uncheck options against the respective role to allow or remove access.

  • The allowed pages would be visible to the Supervisor/User respectively.

  • Pages such as co-workers and campaigns will have read-only access for Supervisors and Users by default. 

  • To provide admin-like privileges to particular supervisors so that they can act as Admin for the pages they have access to, kindly write to [email protected] for getting that configured.


Please note we have introduced a new access right for supervisors to allow them to view all the calls on the account and the same can be controlled via Access Control.


If you have any questions or concerns, please connect with us using the chat widget on your Exotel Dashboard or Whatsapp us on 08088919888.