Roles and Permissions
What Owners, Admins, Editors, and Viewers can do in a Chatvox team.
Every team member has one of four roles.
| Role | Best for |
|---|---|
| Owner | The person responsible for the team. Has full access, including deleting the team. |
| Admin | Managers who run the team, billing, and integrations. |
| Editor | People who build and improve agents and reply to customers. |
| Viewer | People who need to see agents and results without changing them. |
The person who creates a team is its Owner.
Permissions
| Permission | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View agents, conversations, leads, and tickets | Yes | Yes | Yes | Yes |
| Create and edit agents, knowledge, and actions | Yes | Yes | Yes | |
| Create and edit leads | Yes | Yes | Yes | |
| Reply to customers and manage Helpdesk tickets | Yes | Yes | Yes | |
| Delete agents, leads, and contacts | Yes | Yes | ||
| Configure human handoff | Yes | Yes | ||
| Connect integrations and WhatsApp | Yes | Yes | ||
| Manage API keys and webhooks | Yes | Yes | ||
| Invite, remove, and change roles of members | Yes | Yes | ||
| Change plans and billing | Yes | Yes | ||
| Edit team name and icon | Yes | Yes | ||
| Delete the team | Yes |
Choosing roles
- Give Admin only to people who need to manage billing, members, or integrations.
- Give Editor to people who write instructions, manage knowledge, or answer customers in the Helpdesk.
- Give Viewer to stakeholders who just want to see conversations and results.