Use roles to give teammates just the access they need. Follow these steps to change a user’s role.
Result: You’ll see a success message. The user’s Role updates immediately in the list and appears in Audit Log.
Exact roles vary by account. Use Custom or granular permissions if available.
Role (example) | Typical access | Common permissions |
Call Agent | Read or limited actions | View dashboards, answer calls, view reports |
Manager | Team management + configuration | Edit users in team, manage routing |
Admin/Owner | Full account administration | Manage users, billing, security, integrations |
Basic | No Access | No Access to the panel |