Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.digifist.com/llms.txt

Use this file to discover all available pages before exploring further.

Galantis uses a role-based permission system to control what each team member can see and do across the platform. Every user in your workspace is assigned a role, and each role maps to a specific set of granular permissions drawn from TenantPermissionsEnum. Roles are assigned when inviting a team member and can be updated at any time by an Owner or Admin.

​
What this covers

  • All available roles and their access levels
  • How roles relate to Inbox access specifically
  • Where to manage team member roles

​
Roles

OwnerFull access to every feature and setting in the workspace, including billing management. Only one Owner role exists per workspace. The Owner is the merchant who installed the app.
AdminFull access to all platform features except billing management. Use this role for trusted team leads who need to configure campaigns, automations, templates, and the Inbox without access to subscription or payment settings.

​
Role summary

RoleCampaignsAutomationsTemplatesAudienceInboxAnalyticsBilling
Owner✓✓✓✓✓✓✓
Admin✓✓✓✓✓✓—
Marketing Manager✓✓✓✓—✓—
Campaign OperatorSend only——View only———
Content Creator——Create/edit————
AnalystRead onlyRead onlyRead onlyRead onlyRead onlyRead only—
Data Analyst———Read only—Read only—
Support Agent————✓——
ViewerRead onlyRead onlyRead onlyRead onlyRead onlyRead only—
Galantis uses over 90 granular permissions under the hood via TenantPermissionsEnum. The table above represents the functional access level per role. If you need a custom permission configuration that does not map to an existing role, contact Galantis support.

​
Managing team members

Team members are invited and assigned roles under Settings → Team. Roles can be changed at any time by an Owner or Admin. Changing a role takes effect immediately — there is no pending or confirmation step.

​
Best practices

  • Assign the most restrictive role that covers the team member’s responsibilities. A marketing manager who only sends campaigns does not need the Marketing Manager role — Campaign Operator is sufficient.
  • Reserve Owner access carefully. The Owner role cannot be duplicated. If the Owner account becomes inaccessible, escalate to Galantis support for workspace recovery options.
  • Use Support Agent for all inbox-only team members. This role is purpose-built for support workflows and prevents accidental access to campaign or automation configuration.
  • Review team roles periodically. When team members change responsibilities or leave, update or remove their access promptly.