Administration
Roles & permissions
Roles: Owner, Admin, Manager, Agent, Viewer. Owners always have full access.
Under Settings → Roles & Permissions toggle view and manage per role for:
| Module | Covers |
|---|---|
| Analytics | Dashboards |
| Contacts | Contacts, companies, custom fields, import |
| Tickets | Ticket list, kanban, comments |
| Inbox | Unified inbox actions |
| CX Logs | Audit trail |
| Reports | Reports and exports |
| Settings | Team, queues, SLA, automations, developer tools |
Changes apply immediately: the API rejects calls without access and the sidebar hides modules the role cannot view. Defaults can be restored with Reset defaults.