How to assign roles and permissions to teammates

💈   If you added more users then allowed in your current plan , extra seats will automatically be charged. Learn More

Here is a breakdown of available roles and permissions for business users (people who need access to the admin interface, who are essentially people from your team). This applies to a group of users for each account you hold. 

Users roles and permissions

PS: Each user sees its own applications and associated messages

It's unfortunately not possible to create your custom user profile (Y/N) kind of profile builder.

List of potential users

• Team owner (The person who creates the account) manages and sees everything, billing, and payment included.

ⓘ What's the difference with an Application owner? The application owner is any team member who creates an application or who is responsible for managing an application (as defined in a portal)

• Admin manages and sees everything except payment and billing.

• Manager manages Processes and applications and doesn't have access to the Team settings.

• Developer manages Processes, users, API and Webhooks and doesn't have access to the applications, Processes, or Team settings. 

• Super-Agent can only send and receive applications. No access to the Resources tab. A super-agent also can see the team's activity and take action on teammates' applications. (Like an Admin or Manager).

• Agent can only send and receive applications. No access to the Resources tab. An agent also cannot see the team's activity nor take action on teammates' applications.

• Operator is an agent who can't validate an application. Operations can only pre-approve applications so someone else in the team can follow up. 

Read More about users and teams

1/ How to know if you need a new team

2/ How to add a new team to your account