Role-Based Permissions
Define what each role can do: create campaigns, access contacts, view reports, manage settings. Pre-built roles include Admin (full access), Manager (campaigns + reports), and Agent (inbox + assigned tasks).
Feature
Team Management & Role-Based Permissions
Collaborate securely with granular access controls. Assign roles, set permissions, and track team activity across campaigns, contacts, and conversations.
Why Team Management Matters
As your team grows, you need control over who can access what. Drop Cowboy's role-based permissions keep your data secure while enabling collaboration.
Secure Access Control
Protect sensitive customer data with role-based permissions. Grant team members only the access they need. Prevent unauthorized changes to campaigns, contacts, or settings.
Flexible Role Assignment
Choose from pre-built roles (Admin, Manager, Agent) or create custom roles with specific permissions. Assign roles per user or user group. Update permissions as roles change.
Activity Tracking
See who created, modified, or deleted campaigns and contacts. Track which team members sent messages, handled replies, or changed settings. Complete audit trail for accountability.
Efficient Collaboration
Multiple team members can work simultaneously without conflicts. Assign conversations, share internal notes, and coordinate campaign execution. Everyone stays informed and aligned.
Complete Team Management Features
Everything you need to manage users, roles, and permissions at scale.
User Invitation System
Invite team members via email with automatic account setup. New users receive secure invitation links and set their own passwords. Control which roles new users receive upon joining.
User Groups
Organize users into groups by department, region, or function. Apply permissions to entire groups. Manage team access at scale without individual user updates.
Custom Role Creation
Build custom roles with granular permissions for contacts, campaigns, inbox, reports, integrations, and settings. Tailor access controls to your org structure and workflows.
Audit Logs
View complete history of user actions: campaigns created, contacts modified, settings changed. See timestamps, user names, and what changed. Export audit logs for compliance.
API Key Management
Generate API keys per user or per application. Set permissions per API key. Rotate or revoke keys without affecting other integrations. Track API usage per key.
Team Notifications
Configure notification preferences per user or role. Alert specific team members for campaign completions, inbox replies, or compliance issues. Reduce notification fatigue.
User Deactivation
Deactivate users when they leave without losing historical data. Reassign their campaigns and conversations to other team members. Reactivate users if they return.
Team Performance Tracking
See individual team member stats: messages sent, replies handled, response times, conversion rates. Identify top performers and coach those who need help.
Secure collaboration for growing teams
Drop Cowboy's team management makes it easy to control access, assign roles, and track activity across your organization.
Pre-Built Role Types
Choose from Drop Cowboy's standard roles or create your own custom roles.
Admin (Full Access)
Complete control over account, campaigns, contacts, settings, billing, and team management. Can create/edit/delete anything. Assign this role to account owners and senior leadership.
Manager (Campaigns & Reports)
Can create campaigns, manage contacts, view analytics, and access the inbox. Cannot change account settings, manage billing, or modify team permissions. Perfect for campaign managers.
Agent (Inbox & Assigned Tasks)
Can view and respond to assigned inbox conversations. Can see contacts assigned to them. Cannot create campaigns or view reports. Ideal for customer service reps handling replies.
Custom Roles
Build your own roles with specific permissions. Mix and match access to campaigns, contacts, inbox, reports, integrations, and settings. Tailor roles to your organization structure.
View-Only Access
Create read-only roles that can view campaigns, contacts, and reports but cannot create or modify anything. Perfect for executives, auditors, or consultants who need visibility without editing rights.
Developer Access
Grant API access without platform access. Developers can use API keys to integrate Drop Cowboy with your systems without logging into the web interface. Secure and efficient.
Control who can do what across your account
Granular permissions mean you can grant the exact access each team member needs - nothing more, nothing less.
Team Management: Single User vs Multi-User Account
Why proper team management beats sharing a single login.
Permission Categories
Granular control over every aspect of your Drop Cowboy account.
Campaign Permissions
Control who can create, edit, launch, pause, or delete campaigns. Set permissions separately for ringless voicemail, SMS, voice broadcast, and power dialer campaigns.
Contact Permissions
Manage access to contact lists, import/export, custom fields, tags, and segmentation. Restrict who can view all contacts vs only assigned contacts.
Inbox Permissions
Control who can view all conversations vs only assigned conversations. Set permissions for responding, assigning, adding notes, and tagging conversations.
Learn moreAnalytics Permissions
Determine who can view campaign reports, export data, and access analytics dashboards. Show team members only their own stats or account-wide metrics.
Learn moreIntegration Permissions
Control who can connect/disconnect integrations, manage API keys, and configure webhooks. Protect sensitive integration credentials from unauthorized access.
Learn moreSettings Permissions
Restrict access to account settings, billing, compliance tools, quiet hours, and caller ID configuration. Only admins should modify critical account settings.
Ready to organize your team?
Invite team members, assign roles, and start collaborating securely today. Drop Cowboy makes team management simple and secure.
Use Cases for Team Management
How businesses use Drop Cowboy's team features to organize and scale operations.
Multi-Location Businesses
Create user groups per location. Managers see only their location's campaigns and contacts. Regional directors see all locations. Maintain brand consistency while enabling local autonomy.
Agencies Managing Multiple Clients
Separate user groups per client account. Agency staff access only assigned client accounts. Clients can have view-only access to their campaigns and reports. Secure multi-tenant management.
Sales Teams with SDRs
Sales reps (Agents) handle inbox replies and see only their assigned leads. Sales managers (Managers) create campaigns and view team performance. VPs (Admins) have full visibility and control.
Call Centers
Call center agents see only assigned conversations in the inbox. Supervisors monitor team performance and response times. Managers create campaigns and upload contact lists. Quality assurance reviews audit logs.
Customer Support Teams
Support agents respond to customer messages in the shared inbox. Managers track response times and customer satisfaction. Admins configure notification rules and escalation workflows.
Enterprise Organizations
Complex permission structures with custom roles per department. IT manages integrations. Marketing creates campaigns. Sales handles inbox. Finance accesses billing. Compliance reviews audit logs.
Collaborate with confidence and control
Drop Cowboy's team management gives you the security, flexibility, and visibility you need to scale your operations. Invite your team today.
Team Management FAQ
Common questions about user roles, permissions, and collaboration in Drop Cowboy
Drop Cowboy includes three pre-built roles: Admin (full access to everything), Manager (can create campaigns, manage contacts, and view reports), and Agent (can handle inbox conversations and see assigned contacts). You can also create custom roles with specific permissions tailored to your organization.
Yes. Drop Cowboy lets you create custom roles with granular permissions across campaigns, contacts, inbox, reports, integrations, and settings. Build roles that match your org structure and workflows. Assign custom roles to users just like pre-built roles.
Go to Settings > Team and click 'Invite User.' Enter their email address and assign a role (Admin, Manager, Agent, or Custom). Drop Cowboy sends them a secure invitation link to set up their account with their own password.
Yes. Drop Cowboy maintains complete audit logs showing who created, edited, or deleted campaigns and contacts. View timestamps, user names, and what changed. Track team member performance including messages sent, replies handled, and response times.
Deactivate the user in Settings > Team. Their account is disabled immediately but historical data remains intact. Reassign their campaigns and inbox conversations to other team members. You can reactivate the user later if they return.
Yes. Drop Cowboy supports permission-based access where you can assign specific campaigns or contact lists to individual users or user groups. Users see only what they're assigned to access. Perfect for multi-location businesses or agencies managing multiple clients.
User groups let you organize team members by department, region, or function. Apply permissions to an entire group instead of configuring individual users. When you add someone to a group, they inherit the group's permissions. Efficient for managing teams at scale.
Yes. Multiple team members can create and edit campaigns, manage contacts, and respond to inbox conversations simultaneously. Drop Cowboy handles concurrent access without conflicts. Changes sync in real-time across users.
Managers can create campaigns, upload contacts, view analytics, and access the full inbox. Agents can only view and respond to conversations assigned to them - they cannot create campaigns or see reports. Use Manager for campaign creators, Agent for customer service reps handling replies.
Yes. Create a view-only custom role that can see campaigns and reports but cannot create or modify anything. Perfect for consultants, auditors, or clients who need visibility without editing rights. You can also grant API-only access for developers.
Drop Cowboy tracks individual team member stats including messages sent, inbox replies handled, response times, and conversion rates. View team performance in Analytics or generate per-user reports. Use these metrics to identify top performers and coach those who need help.
Drop Cowboy supports account-level security features. Contact your account manager or Drop Cowboy support to discuss two-factor authentication options for your team. Enterprise accounts have access to additional security features including SSO.