User roles

This guide will explain the different user roles and their access on the Tekst App. 

Tekst offers role-based access control to ensure users have the appropriate level of access and privileges based on their needs. The standard user role provides the essential permissions needed to navigate the platform and collaborate effectively within your organization.

Following are the standard roles:

Demo

Access: Demo users have restricted permissions and cannot make any changes. They are specifically designated for use within demo organizations.

Usage: Ideal for showcasing Tekst's capabilities without the ability to modify settings.

Reader

Access: Readers only have read access, and no changes can be made to settings.

Usage: This type of user is ideal for someone who just wants to see some information but does not have the ability to change anything in any way.

Contributor

Access: Contributors have read and write access. They can change the labels, rename the organization, invite other users, and add integrations. They cannot change others' roles, delete items, or access audit logs.

Usage: Contributors are individuals that are actively involved in creating an organization’s content but do not need to manage it administratively.

Admin

Access: Admins can access and modify all settings. There can be more than one Admin per organization.

Usage: Admins are suitable for individuals who need extensive access and control within the organization.

Tekst SidePanel Only

Access: Users with this role can only log in on the Tekst SidePanel (as an Outlook app or browser extension). What the role restricts is the Tekst web dashboard, which they cannot sign in to. Inside the SidePanel they work like any other account: they see the email analysis, tags, extracted entities and automated actions, they can correct an extracted value, and they can review and decide Approval Forms.

Usage: This role is ideal for team members who need email intelligence directly in Outlook or in their browser but don't require full platform access.

Prerequisites: 

• Your organization has an active Outlook integration configured.
• AI models are deployed to provide email insights.
• Users have Microsoft 365 or Outlook accounts.

Contact Tekst for Custom Roles

If your organization needs more granular roles or specific permissions tailored to your use case, please consider contacting support@tekst.com. Our team can provide you with more details and help you establish roles that would meet your specific organizational requirements.

Now you know how to effectively scale user roles on Tekst. Just let us know if you have any questions or need further assistance, and we will be happy to help you out via support@tekst.com.