Team roles and permissions

Every person in a workspace has one role.

Role	Conversations	Help center and feedback	Settings and billing
Owner	All	Write and publish	Everything, including billing
Admin	All	Write and publish	Everything except billing
Agent	Assigned and unassigned	Write drafts	None

What agents see

An agent works the inbox: their own conversations and the unassigned queue. In settings they see Team and their own Profile, and nothing else.

Who can do what

• Messenger, Modules and Billing settings are for admins and owners. Only an owner can redeem codes.
• Only admins and owners can change the AI agent, its knowledge sources and its handoff rules.
• Only an owner can make someone an owner or change an owner’s role.

Keep an owner

A workspace always has at least one owner. Make someone else an owner before you leave or step down.

See invite your team.