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Manage team members, define access roles, and understand permission boundaries.
Operator defines four permission levels in the roleEnum database schema:
1. Owner: The primary workspace creator. Full control over billing, agency settings, domain configuration, and organization deletion.
2. Admin: Full operational configuration access. Can add channels, configure Voice AI, upload knowledge documents, and invite team members.
3. Manager: Day-to-day operational access. Can manage appointments, service offerings, staff schedules, and triage inbox threads.
4. Staff: Read and triage access. Can view conversation transcripts, respond to assigned inbox threads, and append internal notes.
| Capability | Owner | Admin | Manager | Staff |
|---|---|---|---|---|
| View Unified Inbox & Transcripts | Yes | Yes | Yes | Yes |
| Reply to Customer Threads | Yes | Yes | Yes | Yes |
| Reschedule / Cancel Appointments | Yes | Yes | Yes | Assigned Only |
| Modify Services & Durations | Yes | Yes | Yes | — |
| Manage Staff Working Schedules | Yes | Yes | Yes | — |
| Upload & Edit Knowledge Base | Yes | Yes | — | — |
| Connect Channels (WhatsApp, Voice) | Yes | Yes | — | — |
| Manage Billing & Invoices | Yes | — | — | — |
| Delete Organization | Yes | — | — | — |
Under Team & Staff (/team):
1. Click Invite Member.
2. Enter the member's email address and assign their role (admin, manager, or staff).
3. An invitation token is stored in verification_tokens with a 7-day expiration.
4. The user accepts the invite link to set their password and join your workspace.