Understand user roles

Written by:Amr Mohamed

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User roles help teams control who can:

  • manage AI Agents

  • edit content

  • access conversations

  • configure integrations

  • manage workspace settings

This helps businesses organize collaboration securely across different teams and workflows.

Open the Team section

To review user roles:

  1. Open your workspace

  2. Go to Team

  3. Stay inside the Members tab

Inside this section, you can view:

  • team members

  • assigned roles

  • app access

  • permissions

Understand role access

Different roles may have different levels of access inside the workspace.

Depending on the assigned role, users may be able to:

  • manage content

  • configure AI Agents

  • access conversations

  • manage integrations

  • update workspace settings

This helps businesses separate operational responsibilities across teams.

Super Admin access

The Super Admin role has full access to the workspace.

Super Admins can:

  • manage billing

  • invite or remove members

  • edit permissions

  • configure integrations

  • manage AI Agents and content

This role is usually reserved for workspace owners or administrators.

Manage app access

User access can also be scoped to specific apps or AI Agents.

For example:

  • a support teammate may only access support-related AI Agents

  • a sales teammate may only access sales workflows

This helps keep workspaces organized and secure.

Update member permissions

Workspace admins can later:

  • change user roles

  • update app access

  • remove members

  • reorganize permissions

This allows permissions to evolve as your team grows.

Why roles matter

Proper role management helps:

  • improve security

  • reduce accidental changes

  • organize responsibilities

  • separate workflows across departments

This becomes especially important for larger support and ecommerce teams.

PRO TIP:
Keep the number of Super Admins limited. Smaller admin groups usually make workspace management more secure and easier to maintain.

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