The four roles
| Role | Permissions | Best for |
|---|---|---|
| Owner | Everything — full control | Business owner, primary admin |
| Admin | Almost everything (except API key secrets) | IT administrators |
| Manager | View calls, recordings, users, CRM | Team leads, supervisors |
| Agent | Own calls, tickets, click-to-call only | Call center agents |
Detailed permission breakdown
Organisation and settings
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Edit org settings | Yes | Yes | No | No |
| Manage API keys/secrets | Yes | No | No | No |
| View billing and usage | Yes | Yes | No | No |
| Deploy Asterisk config | Yes | Yes | No | No |
User management
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Invite/delete users | Yes | Yes | No | No |
| Assign any role | Yes | Yes | No | No |
| Assign manager/agent role | Yes | Yes | Yes | No |
| View user list | Yes | Yes | Yes | No |
| View own profile | Yes | Yes | Yes | Yes |
Phone numbers and queues
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Buy/configure numbers | Yes | Yes | No | No |
| View numbers and queues | Yes | Yes | Yes | No |
Calls
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| View all call logs | Yes | Yes | Yes | No |
| View own calls only | Yes | Yes | Yes | Yes |
| Listen to recordings | Yes | Yes | Yes | No |
| Download recordings | Yes | Yes | No | No |
| Delete recordings | Yes | Yes | No | No |
| Click-to-call | Yes | Yes | Yes | Yes |
Tickets
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| View tickets | Yes | Yes | Yes | Yes |
| Create/update tickets | Yes | Yes | Yes | Yes |
| Delete/archive tickets | Yes | Yes | Yes | No |
Workflows and bots
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Create/edit workflows | Yes | Yes | No | No |
| View workflows | Yes | Yes | Yes | No |
| Manage bots (AI config) | Yes | Yes | No | No |
CRM
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| View contacts/companies/deals | Yes | Yes | Yes | Yes |
| Create/edit CRM records | Yes | Yes | Yes | Yes |
| Delete CRM records | Yes | Yes | Yes | No |
| Customize fields and pipelines | Yes | Yes | No | No |
| Assign to users | Yes | Yes | Yes | No |
API and integrations
| Permission | Owner | Admin | Manager | Agent |
|---|---|---|---|---|
| Create/revoke API keys | Yes | Yes | No | No |
| View API keys | Yes | Yes | No | No |
| Manage webhooks | Yes | Yes | No | No |