Roles & Permissions

Each team member has a role that determines what they can see and do in the dashboard.

Available Roles

Role	Description
Owner	Full access to everything. Can delete the team and manage all settings
Admin	Can manage team members, settings, and all business operations
Member	Can create and manage agents, calls, campaigns, and appointments
Viewer	Read-only access. Can view calls, analytics, and reports but cannot make changes

Permission	Owner	Admin	Member	Viewer
View calls and analytics	Yes	Yes	Yes	Yes
View call recordings and transcripts	Yes	Yes	Yes	Yes
Create and edit agents	Yes	Yes	Yes	No
Manage phone numbers	Yes	Yes	Yes	No
Create and manage campaigns	Yes	Yes	Yes	No
Manage appointments	Yes	Yes	Yes	No
Configure integrations	Yes	Yes	Yes	No
Manage business settings	Yes	Yes	No	No
Invite and remove team members	Yes	Yes	No	No
Change member roles	Yes	Yes	No	No
Manage billing and subscription	Yes	Yes	No	No
Manage webhooks	Yes	Yes	No	No
Require 2FA for team	Yes	Yes	No	No
Delete the team	Yes	No	No	No
Transfer ownership	Yes	No	No	No

Scenario	Recommended Role
Business partner who manages everything	Admin
Employee who handles calls and scheduling	Member
Virtual assistant who creates agents and campaigns	Member
Client or investor who reviews performance	Viewer
Accountant who checks billing	Viewer

Team Owners and Admins can require all members to use two-factor authentication:

When enabled:

2FA enforcement is a team-level setting. Individual members cannot opt out once it’s enabled.

Team members can only access businesses that are associated with the team. To control which businesses a team can access:

All team members with appropriate roles can then access that business.