Roles and permissions

A role is a set of permissions. Every teammate has one role.

Role	What it can do
Owner	Everything, including billing and deleting the workspace. There’s one owner.
Admin	Manage the team, settings and conversations. Not billing, and not other roles.
Agent	Handle chats and calls, and see only their own conversations.

Owner can’t be changed. You can create roles of your own for anything in between.

Before you start

Every planNeeds: Roles: Change permissions

Create a role

1. Go to Settings›Teammates›Roles & Permissions and click Add Role.

2. Type a Role name and a Description.

3. Under Permissions, tick what the role can do. Permissions are grouped by area; use Select all for a whole area, or search. Ticking an action also ticks its Read.

4. Click Create role.

   You should see the role in the list, with how many permissions it has.

You can only give permissions you have yourself.

Change a role’s permissions

On the role’s row, click Access Rights, change the ticks and click Save changes. Changes reach everyone with the role straight away.

To rename a role, click Edit. You can’t change your own role’s permissions.

Give a teammate a role

Choose the Role when you invite them, or later on their Profile tab. See Invite teammates.

Delete a role

Click Delete on its row. A role still held by teammates or pending invitations can’t be deleted; move them to another role first.