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

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. 

Creating your own permissions and associated roles

You can create custom roles and permissions based on your needs. 

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