Docs › Team & permissions

Roles and permissions

Owner, admin, manager and agent — and own-leads access.

RoleCan do
OwnerEverything, including billing and deleting the workspace
AdminEverything except billing ownership
ManagerManage leads, team conversations, automations and reports
AgentReply to conversations and work their leads

Own-leads access

Turn on own-leads visibility to limit agents to the leads and conversations assigned to them. Managers and admins still see everything.