User Roles and What They Can Do

Your assigned role determines what you can see and do within the platform. This guide explains the different levels of access for each role. Find your role in the table below to see your specific permissions.

A checkmark (✅) means the role has permission for that action, while a cross (❌) means it does not.

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Role Permissions

Feature Area	Specific Action	Owner	Admin	Trusted Employee	Part-time Agent
Users	View other users	✅	✅	❌	❌
	Add new users	✅	✅	❌	❌
	Edit user details	✅	✅	❌	❌
	Delete users	✅	✅	❌	❌
Billing	Manage subscription and payment details	✅	❌	❌	❌
Leads	Create Leads	✅	✅	✅	❌
	View leads	✅	✅	✅	✅
	Edit leads	✅	✅	✅	✅
	Delete individual leads	✅	✅	✅	❌
	Delete multiple leads at once	✅	✅	✅	❌
	Import leads from a CSV file	✅	✅	✅	❌
	Export leads to an Excel file	✅	✅	❌	❌
	Add a lead to an automation	✅	✅	✅	✅
	Remove a lead from an automation	✅	✅	✅	✅
	Merge duplicate leads	✅	✅	✅	✅
Lead Notes	View lead notes	✅	✅	✅	✅
	Create lead notes	✅	✅	✅	✅
	Delete own lead notes	✅	✅	✅	✅
	Delete any lead notes	✅	✅	❌	❌
	Add lead notes to AI context	✅	✅	✅	❌
Lead Tags	View tags on a lead	✅	✅	✅	✅
	Add or change a lead's tags	✅	✅	✅	✅
	Delete tags from a lead	✅	✅	✅	✅
Custom Fields	View custom data fields	✅	✅	✅	✅
	Create, edit, and delete custom fields	✅	✅	✅	❌
Conversations	View conversations with leads	✅	✅	✅	✅
	View the conversations summary	✅	✅	✅	✅
	Reply to conversations	✅	✅	✅	✅
	Delete conversations	✅	✅	✅	❌
	Mark conversations as read/unread	✅	✅	✅	❌
	Exclude/Include conversations	✅	✅	✅	✅
	Manage conversation bookmarks	✅	✅	✅	✅
	View audit log for conversation tools	✅	✅	✅	✅
Scheduled Messages	View messages scheduled to be sent	✅	✅	✅	✅
	Schedule new messages	✅	✅	✅	❌
	Delete scheduled messages	✅	✅	✅	❌
Templates	Search for message templates	✅	✅	✅	✅
	View message templates	✅	✅	✅	✅
	Create new templates	✅	✅	✅	❌
	Edit existing templates	✅	✅	✅	❌
	Delete templates	✅	✅	✅	❌
	Manage template tags	✅	✅	✅	❌
Automations	Search for automations	✅	✅	✅	❌
	View automations and their steps	✅	✅	✅	✅
	Create new automations	✅	✅	✅	❌
	Edit automations	✅	✅	✅	❌
	Delete automations	✅	✅	✅	❌
	Clone (duplicate) automations	✅	✅	✅	❌
	Export unresponsive leads from automations	✅	✅	❌	❌
Knowledge Base	View all knowledge base articles	✅	✅	✅	✅
	Create new articles	✅	✅	✅	❌
	Edit articles	✅	✅	✅	❌
	Delete articles	✅	✅	✅	❌
AI Agents	View AI Agents	✅	✅	✅	✅
	Create new AI Agents	✅	✅	✅	❌
	Edit AI Agents	✅	✅	✅	❌
	Delete AI Agents	✅	✅	✅	❌
	View AI tools & custom tools	✅	✅	✅	✅
	Manage AI tools & custom tools	✅	✅	✅	❌
Company	View company profile and settings	✅	✅	✅	✅
	Update company profile and settings	✅	✅	❌	❌
Settings & Tools	Manage file attachments	✅	✅	✅	✅
	View messaging channel connections	✅	✅	✅	✅
	Add or edit messaging channel connections	✅	✅	❌	❌
	Manage data gatherings	✅	✅	✅	✅
	View and manage account usage and costs	✅	✅	✅	❌
	View and manage notifications	✅	✅	✅	✅
	View and manage webhooks	✅	✅	❌	❌
	View and manage the simulator	✅	✅	✅	❌