Role Based Access
Control what each team member can see and do.
Roles
| Role | Description |
|---|---|
| Owner | Created the workspace; full access including danger zone |
| Administrator | Can change workspace settings and invite new members |
| Member | Cannot change workspace settings or invite new members |
Permissions matrix
| Feature | Owner | Admin | Member |
|---|---|---|---|
| View conversations | ✓ | ✓ | ✓ |
| Reply to conversations | ✓ | ✓ | ✓ |
| Assign conversations | ✓ | ✓ | — |
| Invite team members | ✓ | ✓ | — |
| Manage channels | ✓ | ✓ | — |
| Configure AI agent | ✓ | ✓ | — |
| Access billing | ✓ | ✓ | — |
| Delete workspace | ✓ | — | — |
Change a role
Go to Members, click the role label next to any member, and select a new role from the dropdown. Two options are available: Administrator and Member. The Owner role cannot be changed from this screen.
To remove a member entirely, open the role dropdown and select Remove from workspace.