Member permissions

Last updated: February 11, 2026

You can add users to your Switchboard account with varying levels of access on the members page.

If you need your permissions updated, please contact your Switchboard organization's owner or admin. If they are not available, reach out to Switchboard Support. We may ask to confirm permission changes with the account's owner or admin.

Organization-level

  • Organization Owner – Has admin-level access by default.

  • Organization Admin – Can invite new members and update roles for non-owners. Can view email analytics dashboard.

  • Organization User – Has access based on tool roles assigned defined below. Cannot invite new members or update roles.

Messaging

  • Messaging Admin – Can send, schedule, and pause broadcasts; export data related to broadcasts, phone lists, and phone numbers; all user capabilities of Messaging User.

  • Messaging User – Can view/create/edit/delete/test broadcasts, but cannot send broadcast messages or export data. Can view/create/edit/delete phone lists, view/opt-out phone numbers, view/edit/archive labels, view/edit automated series.

  • No Access

Inbox

  • Inbox Admin – Can create/edit/archive/delete canned responses, create labels via the inbox, view Threads Activity, and all Inbox User capabilities.

  • Inbox User – Can view inbox messages, send reply messages, dismiss/opt out/label phone numbers.

  • No Access

Email

  • Email Admin - Can send/schedule/pause email blasts; export data related to email blasts, email lists, and email addresses; all user capabilities of Email User.

  • Email User - Can view/create/edit/delete/test email blasts, but cannot send full email blasts or export data; view/edit/create/delete email lists; view/unsubscribe email addresses; view/edit/archive labels.

  • No Access

Shortlinks

  • Shortlink Admin – Can export shortlinks and all Shortlink User capabilities.

  • Shortlink User – Can view/create/enable shortlinks.

  • No Access

Billing

  • Billing Admin – Can export and view billing data. Does not, by default, receive monthly invoices. Update invoice recipients on the billing page.

  • Billing User – Can view billing data.

  • No Access