Account Role Type

There are three types of user roles: Admin, Team Admin, and Staff.


Can access ALL contacts, conversations, and modules. They can also set login credentials or update other users' roles.

Team Admin

Available to Premium or Enterprise plan only

Can access all contacts and conversations (of all team members) within the team, but cannot access information in other teams. Channels and Automation features are also hidden.


Can only access contacts and conversations assigned to them and other unassigned conversations. This role only has access to the Inbox and Contacts.

All roles will be able to view their mentioned notes and have access to specific conversations within 48 hours.

Last updated