The four roles
Roles are hierarchical: every Owner can do everything an Admin can, every Admin can do
everything an Editor can, and every Editor can do everything a Viewer can.
What each role can do
Editor vs Admin, in one line: Editors build (create, edit, run), Admins
manage (delete, integrations, members). Deleting content and configuring
integrations/AI connections are intentionally Admin-and-above.
Viewer
Read-only. Viewers can open agents, browse the knowledge base, and review calls, runs, and dashboards — but they cannot create, edit, run, or delete anything. Buttons for those actions are hidden, and the API rejects the request if attempted.Editor
Editors build the product: create and edit agents, tools, knowledge bases, campaigns, and folders, and run/test them (test calls, starting campaigns, publishing agents). Editors cannot delete content or touch integrations, AI connections, or members.Admin
Everything an Editor can do, plus the “manage” surface: delete content, configure integrations (telephony, webhook credentials) and AI connections (model/provider keys), and manage members (invite, remove, revoke invites).Owner
Full control. Everything an Admin can do, plus changing other members’ roles, billing, and deleting the workspace. The first person in a workspace is its Owner, and a workspace always keeps at least one Owner (the last Owner cannot be removed or demoted).How permissions are enforced
- Server-side first. Every action that creates, edits, deletes, or configures is
checked on the API against your role in the active workspace. An insufficient role
gets
403 Forbiddenregardless of what the UI shows — this is the real guard. - UI reflects your role. Controls you can’t use (create, delete, integration settings, member management) are hidden or disabled so you don’t hit dead ends.
- Reads are open to all members. Any role can view the data in workspaces they belong to.
Managing roles & access
- Assigning a role happens when you invite someone. From Team members → Invite members, pick the workspace(s) to grant access to and choose a role for each — one invite link can grant access to several workspaces, with a different role in each.
- Changing a role later is done by an Owner from the Team members page.
- Inviting is available to Admins and Owners, and you can only invite people to workspaces where you are an Admin or Owner.
Additional Labs access
Phone-call controls and campaigns also require the Labssuper_user role. Workspace roles still apply: an Editor or higher can initiate calls, while changing telephony configuration requires Admin or Owner access.
Labs API keys act as their owner and retain that user’s workspace permissions. They cannot use bearer-only call or campaign endpoints. Manage keys through the Labs platform.