Account & organization
Roles & permissions
Owner, admin, and member capabilities across the organization.
Roles & permissions
Organization memberships use three roles:
| Role | Typical capabilities |
|---|---|
| Owner | Full control; billing linkage; org deletion or transfer (per product rules); manage all members. |
| Admin | Manage agents, knowledge, channels, integrations, most settings; invite members (if allowed). |
| Member | Work with assigned workflows—conversations, content, or agents depending on your policy. |
Exact UI restrictions are enforced in the app; this table reflects the data model (owner, admin, member).
Invitations
Only admin-level invites are created through the invitation system for new members; owner is reserved for the creating user or explicit transfer flows in your deployment.
Best practice
Grant admin only to people who configure integrations and billing-related settings. Use member for day-to-day operators handling Inbox and Appointments.