Understand Workspace Roles and Access

What this guide helps you do

Choose the right user role, team and permission level before inviting staff.

Access Principles

• Use one account per person.
• Give the minimum required access.
• Protect billing, channels, credentials, API keys and AI settings.
• Use teams as reusable permission structures where supported.
• Review permissions after role changes.
• Remove access promptly when a user leaves.

Invite a User

1. Create or select the correct team.
2. Review the team permissions.
3. Open Agents or user management.
4. Enter the person’s business email and Pakistan phone number where required.
5. Assign the team or role.
6. Choose any privacy option such as hiding customer phone numbers.
7. Send the invitation.
8. Test the visible modules using the invited account.

Sensitive Access

• Customer phone numbers and personal information
• Private notes and transcripts
• AI Call recordings
• Billing and payment data
• Provider credentials
• API keys and webhook secrets