Reference
Roles and permissions
#Roles
| Role | Scope | Summary |
|---|---|---|
| Owner | Workspace | Everything. The only one who changes the AI key and sees owner-level deletions |
| Admin | Workspace or business | Everything else: settings, features, look, blocks, apps, team, activity, bots |
| Manager | Business | Agents' supervisor: analytics, client insights, agents' permissions, Live TV |
| Agent | Business | Answers clients, plus the permissions below |
| Client | Business | Guest, Verified, VIP or Spam |
#Permissions
Owners and admins always have all of them. Change them in HQ → Settings → Agent permissions or on a person's sheet in HQ → Team. A manager can give an agent only the permissions they hold themselves.
| Key | HQ label | Agent default | Manager default | Allows |
|---|---|---|---|---|
flags | See flags | On | On | Returning-client flags and "same person?" banners. Without it they show as a hidden message |
clientLogins | Create client logins | Off | On | Give a guest a username and password |
clientPasswords | Reset client passwords | On | On | Set a new client password (signs them out everywhere) |
deleteMessages | Delete messages | Off | On | Delete anyone's message in a client's chat |
deleteClients | Delete clients | Off | On | Remove a client and their whole chat |
block | Block clients | Off | On | Block or unblock a client from writing |
tier | Change client tiers | On | On | Guest, Verified, VIP, Spam; invite or approve Get verified |
coins | Change client coins | On | On | Add or take coins (logged) |
clientInsights | See Clients insights | Off | On | HQ → Clients and client insights in a chat |
payments | See Payments | Off | Never | HQ → Payments |
photoReads | See photo readings | Off | Never | AI readings under photos; mark money came or didn't |
gameCards | Manage game cards | Off | On | Which game cards show in the group |
calls | Make calls | On | On | Voice calls, when the feature is on |
#Fixed rules
These can't be changed by any setting:
- Clients never see other clients' real names: aliases everywhere in groups, games and boards.
- Staff passwords can only be reset by admins and owners.
- Internal notes can be written by any staff member in a client's chat. In groups and channels, only owners, admins and managers can write them.
- Read receipts (who read a message) are shown to owners, admins and managers in groups, channels, the Team chat and HQ. Never in DMs or client chats.
- Pinning: both people in a DM, admins in groups and channels, and any staff member in a support chat. Clients can't pin in groups.
- Deletions stay visible for 30 days to ranks above whoever deleted. See The support inbox.
- The AI bot answers owners and admins only. Agents can't use it.
- Counting rules (how clients are counted) and products in Payments are admin-only.