Roles and permissions

Create the roles you need

Under Settings → Team you create roles and choose what each role may do. The owner always has access to everything.

What is worth separating

• Who may change the assistant? A wrong instruction affects every single call.
• Who may see calls and transcripts? That is personal data about your customers.
• Who may see invoices and change the plan? Typically only the owner and a bookkeeper.

A principle that holds

Give people what they need for their work — no more. Not out of distrust, but because it makes it easier to work out what happened if something is changed by accident.

All changes are recorded in the activity log under Settings → Data and privacy.