Settings

Team & Permissions

Three roles on top of a permission matrix of more than 60 individual switches.

Where Settings → Team

45-team-permissions.png The permission matrix dialog, open

Roles

Owner · Admin · Member. The owner bypasses every check. Role is chosen when you invite someone and cannot be changed afterwards — but permissions can be edited any time.

Permissions

More than 60 individual switches, grouped into: insights · communication · CRM · sales · e-commerce · marketing · suggestions · devices · settings.

Deliberate defaults: admins cannot export contacts, manage devices, or manage integrations unless you grant it. Exports and API keys stay with the owner by design.

Members default to viewing and replying to chats, viewing the pipeline, and creating or updating contacts and leads. Everything else is off.

Scoping a member

            Scope
            Effect
          

Allowed numbers Which devices they can see

Allowed pipelines Which boards they can see

Assigned only They see only chats assigned to them

Inviting

Enter an email, choose Member or Admin, and optionally set the full permission map up front. If they already have an account they join immediately; otherwise they get an invitation email. Pending invitations can be copied as a link, resent or revoked.

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