Creating and Managing User Profiles

A User Profile refers to a group of permissions assigned to users to control their access to different parts of the TrueDialog Portal. By default, your account will inherit five profiles covering common situations. However, you can create custom profiles tailored to your specific requirements. This guide will show you the steps for creating a custom User Profile. However, due to the many permission options available, we recommend discussing your needs with one of our knowledgeable support team members: email support@truedialog.com or call 1-877-501-4276.

Below is a table of the default profiles and a description of the permissions they grant.

ID	User Profile	Description
1	Default System Administrator	This profile grants access to all TrueDialog Portal features, including System Administration. This profile can create, manage, and remove any account or user.
2	Default Basic	This profile grants access to all TrueDialog Portal features, excluding System Administration. This profile can create users.
3	Default Chat Agent	This profile only grants access to the Comms Hub. This profile can create contacts through the Comms Hub.
4	Default Chat Agent (No Contact)	This profile only grants access to the Comms Hub. This profile can NOT create contacts through the Comms Hub.
5	Default Report Only	This profile only grants access to Reports.
6	Default Integration User	This profile grants access to the TrueDialog features required for Users of one of the TrueDialog Integrations.

Below is a table of all the permissions selected for each default profile. The profiles are referenced by their ID.

Permission	1	2	3	4	5	6
Accounts – List
Accounts – Manage
Campaigns- List
Campaigns – Manage
Campaigns – Push
Api Key – List
Api Key – Manage
Contacts – List
Contacts – Manage
Contacts – Create
Urgent Alerts
Billing – List Details
Billing – Manage
Billing – Manage Credit Cards
Billing – Payment Log
Callback – List
Callback – Manage
Callback – Report
Report – Dashboard
Report – Subscriptions
Report – Campaigns
Report – Campaign Detailed
Report – Messaging Activity
Report – Campaign Status
Report – Scheduled Campaigns
Report – Voice Log
Report – Message Log
Requested Reports
Comms Hub
Comms Hub – Channels
Comms Hub – Widgets
Subscription – List
Subscription – Manage
Campaign Registry
Notice
Keywords – List
Keywords – Manage
Quick Template – List
Quick Template – Manage
Contact List – List
Contact List – Manage
Import Contacts
Website Widget
Impersonate
Users – List
Users – Manage
Users – Access Profile
Numbers – Manage
Numbers – Request
Notification
AI Builder
Carrier Lookup

Create User Profile

To ensure that you have the appropriate permissions for your profile, we suggest you speak with our support team at support@truedialog.com or 1-877-501-4276 before creating one. There are many permissions available, and some rely on others. We have provided a permissions table to guide you when creating profiles similar to our default profiles.

1. Click your Account Name in the upper right corner.
2. In the dropdown, select User Profile.

   

3. Click New User Profile.

   

4. Enter a name for your profile in the Name textbox.

   

5. Check any of the permissions you want to grant users with this profile.
   • This Example Profile combines the Chat Agent and Report Only profiles.
6. Click Add.

   

7. After creating the profile, a success message will appear in the upper right corner.

   

Testing new profiles before applying them to your user accounts is recommended.

Edit User Profile

You can only edit the profiles you created; any inherited profiles can’t be edited.

Warning: Changing permissions of a profile currently assigned to users will change their access to the Portal. If you need clarification about what the permission does and how it will affect your users, contact our support team at support@truedialog.com or 1-877-501-4276 before making any changes. 

1. Click the Name of the profile to edit.

   

2. Check or uncheck the permissions you wish to change.
3. Click Update.

   

4. After updating the profile, a success message will appear in the upper right corner.

   

Delete User Profile

You can only delete profiles you created; any inherited profiles can’t be deleted.

Warning: Deleting a profile requires you to select a replacement profile. The replacement profile will be assigned to users with the profile you delete. Changing a user’s profile will change their access to the Portal. If you are unsure how this will affect your users, contact our support team at support@truedialog.com or 1-877-501-4276 before deleting a profile.

1. Click Delete for the profile to delete.

   

2. Select a replacement profile from the Select a profile to use as a replacement dropdown.

   

3. Click Delete.

   

4. After deleting the profile, a success message will appear in the upper right corner.