Permissions matrix
Every role can connect their own Google Calendar — that’s a personal connection, not an org integration.
When to pick which role
Owner
There’s exactly one. It’s you, by default. You should only transfer it when you’re literally handing the business over.Admin
Use for: business partners, an office manager, or anyone you trust with the keys — they can manage the team and wire up external integrations, everything except billing.Manager
Use for: a senior employee or operations lead who runs the system day-to-day — they can tune settings, the AI, forms, the widget, and reputation/reactivation campaigns, but can’t add or remove people, connect external tools, or see billing. They receive the same new-lead and appointment notifications as admins. One carve-out: launching a reactivation campaign records a compliance sign-off, so an owner or admin must click Activate.Member
Use for: techs in the field, VAs, junior employees. They can pick up conversations, create contacts, and work the pipeline — they just can’t reconfigure how the system works.Viewer
Read-only. Use for: an accountant, a silent partner, or anyone who needs oversight without the ability to change anything. They see the whole dashboard but every edit is blocked.Edge cases
”I want my VA to manage the AI settings but not invite people.”
That’s exactly what Manager is for.”I want a sales team that only sees their own deals.”
Not currently supported. All team members see all org data. If this is a hard requirement for your business, talk to support — we can sometimes provision separate organizations that share a phone number, depending on the case.”I want to give a one-time consultant temporary access.”
Invite them (as Viewer if they only need to look around), do the work, remove them. Their account doesn’t get deleted (they may belong to other orgs), but they lose access to YOUR org immediately.Next
You’re done with Team. Next:Billing
Plans, limits, upgrades, invoices.