User Roles and Permissions

Our application supports three types of roles: Owner, Admin, and Agent. Each role has a different level of access and responsibilities. Use the guide below to understand what each role can do.

Owner #

The Owner is the highest-level role in the system. There is always one Owner by default, and this role typically belongs to the person who created the organization.

Capabilities

• Full billing control (can assign billing to self or to an Admin)
• Create and delete the entire organization
• Delete clients from the inactive state
• Set billing user
• Grant Admin role to other users
• Configure integrations and account settings
• Create, edit, or remove resources
• Full access to all client records (active and inactive)
• Set clients to inactive service
• Create client records
• Create and send client invitations
• View all groups and assign agents
• Invite agents to the organization
• Access client profiles in groups
• View resources
• Send messages, add notes, and communicate across the platform

Admin #

Admins support the Owner in managing the organization. They have broad permissions but cannot delete the organization itself.

Capabilities

• Manage billing (if assigned by Owner)
• Delete clients from the inactive state
• Set billing user
• Grant Admin role to other users
• Configure integrations and account settings
• Create, edit, or remove resources
• Full access to all client records (active and inactive)
• Set clients to inactive service
• Create client records
• Create and send client invitations
• View all groups and assign agents
• Invite agents to the organization
• Access client profiles in groups
• View resources
• Send messages, add notes, and communicate across the platform

Agent #

Agents are the primary users who work directly with clients. Their role is focused on client interactions and day-to-day service.

Capabilities

• Access client profiles in groups assigned to them
• View resources
• Send messages, add notes, and record client activity

Quick Comparison #

* Billing actions for Admins depend on whether the Owner assigns them as the billing user.