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Permissions

Learn how to customize permissions for user roles in your Lineserve account.

Permission System Overview​

Lineserve uses a granular permissions system that gives you control over what actions each user can perform. While predefined roles are suitable for most organizations, you can customize permissions for specific business needs.

Permission Categories​

Permissions in Lineserve are organized into the following categories:

Account Management​

  • View account details
  • Edit account information
  • Manage subscription
  • Access billing information

User Management​

  • Create users
  • Edit users
  • Deactivate users
  • Manage roles

Messaging​

  • Send SMS messages
  • Send WhatsApp messages
  • Create templates
  • Manage campaigns

API Access​

  • Create API keys
  • Delete API keys
  • View API logs
  • Access webhook settings

Reports & Analytics​

  • View reports
  • Export data
  • Create custom reports
  • Schedule reports

Customizing Role Permissions​

Enterprise accounts can create custom roles with tailored permissions:

  1. Navigate to Users > Roles
  2. Click Create Custom Role
  3. Provide a role name and description
  4. Select permissions for each category
  5. Save the custom role
tip

Create roles based on job functions rather than for specific individuals to simplify management.

Permission Inheritance​

Some permissions automatically include others:

  • Users with "Create" permission also have "View" permission
  • Users with "Edit" permission also have "View" permission
  • Users with "Admin" permission have all permissions in that category

Permission Audit​

For security and compliance, all permission changes are logged:

  1. Go to Users > Audit Logs
  2. Filter for "Permission Changes"
  3. Review who changed what permissions and when
caution

Permission changes take effect immediately. Users may need to refresh their browser to see updated access.

Best Practices​

For optimal security:

  • Follow the principle of least privilege
  • Regularly audit user permissions
  • Remove unnecessary permissions
  • Use custom roles sparingly to avoid complexity
  • Document your permission strategy