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Settings & Billing
Team & roles
Manage team members, roles, and permissions for your workspace.
Team & roles
See the dedicated Invite your team guide for full instructions on adding and removing members.
Role permissions summary
| Permission | Viewer | Agent | Admin | Owner |
|---|---|---|---|---|
| View conversations | ✓ | ✓ | ✓ | ✓ |
| Reply to conversations | ✓ | ✓ | ✓ | |
| Manage contacts | ✓ | ✓ | ✓ | |
| Manage KB articles | ✓ | ✓ | ✓ | |
| Manage automations | ✓ | ✓ | ||
| Manage team members | ✓ | ✓ | ||
| View analytics | ✓ | ✓ | ✓ | ✓ |
| Access billing | ✓ | |||
| Delete workspace | ✓ |
Changing roles
Owners and Admins can change any Agent or Viewer's role from the Team page. Click the role badge next to the member's name to open a dropdown.
Concurrency limits
Admins can set per-agent maximum concurrent chat limits from the Team page. Click the number in the Chats column to edit it inline.