How to assign roles and permissions to teammates

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. 

Selecting default users roles and permissions

Learning more about each role

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

• 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 process 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 on the team can follow up. 

Customizing users permissions and associated roles

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