Workspace Roles

Workspace roles define what each user can view or manage inside the Portal.

You can manage workspace roles from the Workspace settings page (opens in a new tab).

Available roles

• Owner
• Admin
• Manager
• Agent+
• Agent

Permission model

The system uses these permission groups:

• Manage owner: transfer/assign workspace ownership
• Manage workspace: manage workspace-level settings and management configuration
• Manage conversations: manage conversation operations and be able to see all conversations
• Manage clients: manage client-related operations and be able to see client details

Role vs permissions

What this means in practice

Owner

• Full access across the workspace
• Can move the workspace ownership to another user

Admin

• Can manage workspace-level configuration
• Can manage conversations and clients
• Cannot perform owner-only actions

Manager

• Focused on operational work
• Can manage conversations and clients in addition to see all conversations and clients
• Cannot manage workspace-level settings

Agent+

• Can manage client-level operations and be able to see client details
• Can only see conversations assigned to them or the unassigned ones
• Does not have workspace or conversation-management permissions

Agent

• Basic role with the lowest permissions
• Can only see conversations assigned to them or the unassigned ones
• Cannot see client details
• Intended for limited operational access

Notes

• Roles are assigned per workspace.
• If a user cannot access a feature, check their workspace role first.