Add users to the Console and choose their access

How does access work in the Console?

Access comes from two separate lists. Most access problems happen when someone is on one list but not the other.

Each project has its own user list. An Owner of one project has no access to another until someone adds them to it.

Add someone to a project

1. Sign in to the Enfonica Console, and select the project from the project selector at the top of the left menu.
2. Go to Settings > Users. Settings is near the bottom of the left menu.
3. Select Add user.
4. In Email, enter the person's email address.
5. Select a Role. To help you choose, see Which role should I choose?
6. Select Save. The person appears in the list of users.

If the address doesn't have a Console login yet, the Console emails an invite. Its subject is "You've been invited to collaborate on", followed by your project's name. The invite is valid for 30 days.

If the person already has a login, no email is sent. The project appears in their project selector the next time they load the Console.

Which role should I choose?

A role applies to one project. Give each person the least access they need. That way, a mistake or a compromised password can't reach further than it should.

With Custom roles, select Viewer or Editor for each product the person needs:

• Messaging (Cloud SMS)
• Phone numbers
• Voice (Cloud Voice and Cloud SIP)
• Flow
• SMS marketing
• Media

For example, a partner who manages your SMS needs only Messaging, with Editor selected.

Give someone access to billing

Billing account users can see the invoices, payments, and payment methods for every project on that billing account. Only an Owner of the billing account can add them.

1. In the bottom-left corner of the Console, select your name, and then select Billing.
2. In the left menu, select Users.
3. Select Add user, and enter the person's email address.
4. Select a role. The table after these steps describes each one.
5. Select Save. The person appears in the billing account's list of users.

Give your accounts team billing-only access

The Console is organized around projects. For billing-only access, give your accounts team the smallest project role, plus the billing role they need.

1. Add their email address to one project as Viewer. They receive an invite and can sign in, but they can't change anything in the project.
2. Under Billing > Users, add the same address as Editor, so that they can add a card and make payments. If they only need to see invoices, add them as Viewer instead.

Receiving invoices by email is separate from all of this. The addresses that invoices go to don't get a Console login, and a Console login doesn't change who receives invoices.

Change or remove someone's access

1. In the project, go to Settings > Users. For billing, go to Billing > Users instead.
2. Next to the person's email address, select the menu (⋮).
3. Select Edit roles to change their role, or Delete user to remove them, and then confirm.

You can't change your own role. If yours needs to change, ask another Owner.

When someone leaves your business, remove them from each project they're in and from Billing > Users, because each list is separate.

Do partners need to add staff to every project?

No. If your business is an Enfonica partner that manages projects for its own customers, invite staff once from your admin area:

1. At the top of the left menu, select the back arrow.
2. Go to Team, and then select Invite team member.

Team members can reach every project you manage without appearing under Settings > Users in each one. Team membership doesn't include billing, so add anyone who handles invoices under Billing > Users as well.

What about apps and integrations?

Give an app its own service account rather than a person's login. That way, it keeps working when staff change, and it can have exactly the access it needs. For more information, see How do I authenticate with the Enfonica API?

Check that it worked

1. Ask the person to sign in, or to refresh the page if they're already signed in. Access changes apply when the Console reloads.
2. Make sure they can select the project from the project selector and see the menus their role allows.
3. For billing access, ask them to select their name in the bottom-left corner, and then select Billing. The Billing overview page opens.

If the invite doesn't arrive, see Can't sign in to the Enfonica Console. If Billing is grayed out or a page says Insufficient permission, see Can't see Billing or create a project in the Console.