Overview
Every member of a project is assigned a role that determines what they can see and do. There are three roles:| Role | Description |
|---|---|
| Owner | Full control over the project, including team management and billing |
| Admin | Can build and manage content; limited project and team management |
| User | Can work with agents and content; read-only on sensitive resources |
Default Permissions by Role
Owner
The Owner has full access to everything in the project, including:- Creating, editing, and deleting all resources (agents, tools, knowledge base, phone numbers, voices, etc.)
- Managing team members — inviting, changing roles, removing members, and customizing individual permissions
- Accessing and managing billing
- Deactivating, renaming, and deleting the project
- Monitoring live calls and exporting call data
Admin
Admins can do most things, but with a few important limitations: What Admins can do:- Create, edit, and delete agents, tools, knowledge base items, voices, and secrets
- Make and manage outbound calls and batch call campaigns
- View and export call history, monitor live calls
- Manage phone numbers (add and edit, but not delete)
- Invite new members at the User role
- Rename or delete the project
- Deactivate or reactivate the project
- Access billing
- Change a member’s role or manage member permissions
- Delete phone numbers
- Invite members at the Admin role
User
Users can actively work within the project but have read-only access to sensitive resources and cannot manage the team. What Users can do:- Create, edit, and use agents, tools, and knowledge base items
- Upload files to the knowledge base
- View call history and export call data
- View phone numbers (but not add or edit them)
- View voices, secrets, and outbound calls (but not create or edit them)
- Delete agents, tools, or knowledge base items
- Add, edit, or delete phone numbers
- Create or modify voices, secrets, or outbound call campaigns
- Invite or manage team members
- Access billing
- Rename, deactivate, or delete the project
Customizing Member Permissions
Beyond the default role permissions, the Owner can fine-tune access for any individual member. This allows you to grant extra capabilities to a specific User, or restrict certain actions for an Admin — without changing their role.Opening the Permissions Panel
- Go to Project Settings → Members
- Find the member you want to customize
- Open their action menu and select Manage Permissions
Granting or Revoking Access
- Toggle any action on to grant that permission
- Toggle any action off to revoke it
- Permissions marked as Custom have been changed from the role’s default
Permission changes may take up to 1 minute to apply.
Cascade Behavior
Some permissions depend on others. If you revoke a member’s read access to a resource, all other actions for that resource (create, edit, delete, etc.) are automatically revoked as well — since they require read access to function.Reverting to Role Defaults
If you want to undo your customizations for a member:- Click Revert to defaults next to a specific resource to reset just that section
- Or use the top-level Revert all to defaults option to clear all overrides and return the member fully to their role’s standard permissions
Permissions Reference
The table below summarizes the key differences between roles across the main areas of the platform.| Area | Owner | Admin | User |
|---|---|---|---|
| Agents | Full access | Full access | Create & edit (no delete) |
| Knowledge Base | Full access | Full access | Create & edit (no delete) |
| Tools | Full access | Full access | Create & edit (no delete) |
| Phone Numbers | Full access | Add & edit (no delete) | View only |
| Call History | Full access | Full access | View & export (no delete, no live monitoring) |
| Outbound Calls | Full access | Full access | View only |
| Voices | Full access | Full access | View only |
| Secrets | Full access | Full access | View only |
| Members | Full access | Invite Users only | View only |
| Billing | Full access | No access | No access |
| Project Settings | Full access | View only | View only |
| Statistics | Full access | Full access | Full access |
Related Documentation
Team Collaboration
Invite teammates and manage your project members
Managing Projects
Create, rename, and manage your projects
Projects Overview
Learn what projects are and how they work