Book a Demo
HomeFeaturesPricingUse Cases
Book a Demo
Admin

User Roles

Team, roles, permissions, policies and workspace security/provisioning — the access-control center for the whole portal.

User Roles in the BOL7 portal

What it does

  • Users: members table (role, status, last login, device, MFA); invite/suspend/offboard; bulk CSV import
  • Roles: custom roles with granular per-module permission checkboxes + assignment counts
  • Teams: departments, leads, default roles, on-call schedules
  • Policies: RBAC resource/action/effect (allow/deny) with conditions
  • SSO & OIDC: OIDC issuer + metadata discovery; enforce SSO
  • SCIM: SCIM 2.0 provisioning token
  • API Tokens + Workspace Settings: default roles, corporate-domain requirement, MFA enforcement

More in Admin

Integrations

Admin

Category-tabbed hub to connect, monitor and govern 40+ external tools (via MCP).

  • Global controls: KPI chips (connected, errors, queued jobs), Sync Now, Rotate Secret
  • 16+ category tabs: Catalog, Connected, Automation, CRM, Calendar, Conferencing, e-Sign...
  • CRM: Shopify, HubSpot, Zoho (Pipedrive/Salesforce in catalog) — bidirectional sync
View details

Billing

Admin

The complete billing & monetization hub — credit wallet, subscriptions & plans, standalone module add-ons, usage/cost analytics, a multi-channel price book, invoices and payment gateways.

  • 7 tabs: Overview, Wallet & Credits, Subscription & Plan, Usage & Cost, Price Book, Invoices, Payment Gateways
  • Persistent header: live credit balance, Add Credits, Change Plan, plan/outstanding/auto-recharge
  • Wallet: available/bonus/lifetime/consumed credits, full ledger, payment transactions
View details

Domains

Admin

Register and manage custom domains for email tracking, short links, web-chat, preference center and vanity workspace URLs — with DNS verification, TLS provisioning, security headers, logs and audit.

  • 14 tabs: Overview, Catalog, Web Chat & Origins, Email Tracking, Short Links, Preference Center...
  • Domain roles: Email Tracking & Assets, Short Links, Preference Center, Web Chat Widget
  • Verification & DNS: CNAME/TXT records status, recheck
View details

See User Roles in action

Book a personalized walkthrough and we'll show you exactly how it fits your workflow.

Book a Demo