Team, roles and permissions

There is one principle: whoever comes in sees the work, not the company. Someone answering chats on a Saturday should not be looking at your billing, your usage and everyone else's data.

The roles

Owner. Owns the account. The only one who sees billing, and the one who ultimately receives whatever reached nobody else.

Administrator. Makes the platform work: channels, assistants, knowledge, team. Does not touch billing.

Operator. Answers customers and manages appointments. This is the role for people working the floor, the counter or the phone: they join with a code, they buy nothing, and they see only what they need in order to work.

Beyond the role, each person has specific permissions (conversations, calendar, content, settings, and so on). The role sets the starting point; the permissions settle the detail.

Adding someone

From the panel, with an invitation or with a code you share. Whoever joins with the code attaches to your subscription: they buy nothing and they need to understand nothing about the plan.

How many seats you have depends on the plan, and if you need one more person you add one without changing plan. The panel tells you how many seats you have and how many are left before you try to add somebody, not after.

Who sees what

• The team list, with your colleagues' names, is visible to anyone who answers customers: you need it to know who to hand a conversation to. It carries names, not email addresses, permissions or seats: knowing who to pass a chat to should not require being an administrator, and it used to.
• Billing is the owner's alone.
• Usage and limits are visible to whoever has the matching permission.
• Conversations are visible to whoever has the conversations permission, and if their access is limited to certain channels, they see only those.

When you remove someone

Removing a person does not delete the conversations they handled: those are your business's history, not theirs. What changes is that they can no longer sign in and no longer receive work.

If you run more than one business

One account can hold several businesses, and a person can belong to more than one. Switching between them changes everything: channels, assistants, conversations, team. There is no situation in which one business's data appears inside another, and that is the guarantee we treat as the least negotiable of all.