Roles and permissions
Available roles
Each team member has a role that defines what they can do within the agent:
- Owner: has full control over the agent, including billing, member management, and all settings. There can only be one owner per agent.
- Member: has configurable permissions. The owner decides exactly what each member can and cannot do.
Permission categories
Permissions are organized by the different sections of the agent. For each category, you can enable or disable the following actions:
The available permission categories are:
- Reservations: manage the agent’s reservations
- Calls: access call history and settings
- Messages: view and manage messaging conversations
- Customers: view and edit customer information
- Billing: access billing and usage information
- Support: manage support tickets
- Integrations: set up and manage integrations
- Members: invite and manage other team members
- Knowledge Base: add and manage knowledge base content
Billing permissions are available to the owner only by default. Some permissions require certain agent capabilities to be enabled. For example, Support permissions are only available if the Support capability is turned on.
How permissions work
- To access any action (create, edit, delete) in a category, you must first have the View permission enabled in that same category.
- Some permissions depend on others. The system will let you know if you need to enable a prerequisite permission.
- The owner always has all permissions and they cannot be restricted.
Configure a member’s permissions
Select the member
In the users table, find the member whose permissions you want to change and select Manage permissions from their options.
If you need to remove all permissions quickly, use the Remove all button in the permissions window. You can then enable only the ones you need.
