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Overview

Meetzy uses a permission-based system to control what each team member can do within the platform. Permissions are assigned individually when inviting or editing members.
A member can now be promoted to Account Admin, a role with full access to the account equivalent to the owner’s, with the only exception being billing management. This role change is managed from the Team screen.

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Account Admin Role

In addition to individual feature permissions, Meetzy supports an account-level role upgrade: Account Admin.

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How to promote a member to Account Admin

1

Go to the Team screen

Navigate to Team from the main menu.
2

Open the member's actions menu

Find the member you want to promote and click the actions menu (⋮) next to their name.
3

Edit permissions

Click Edit permissions to open the member’s settings.
4

Set the role to Admin

Change the member’s role to Admin and save changes.
Account Admins can manage the team, invite or remove members, and access every area of the account (except billing). Only promote members you fully trust.

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Available Permissions

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Can Edit Agents

Members with this permission can:
  • Edit agent names and basic settings
  • Modify greetings and prompts
  • Configure input/output parameters
  • Change voice settings

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Can Use Advanced Editor

Members with this permission can:
  • Access all Advanced Editor panels
  • Configure Knowledge Base documents
  • Set up Actions & Tools (webhooks, transfers)
  • Use the Playground for testing
  • Access Copilot AI assistant
  • Manage version history and branches
  • Publish changes to production
Enable “Can use advanced editor” for team members who need to make substantial changes to agent behavior.

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Can Access CRM

Members with this permission can:
  • View and manage contacts
  • Import contacts from files or Google Sheets
  • Create and manage segments
  • Schedule and monitor campaigns
  • Export contact data
CRM access is only visible if your account has CRM features enabled. The administrator must have CRM access to grant it to other members.

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Can View Billable Minutes

Members with this permission can:
  • View call duration statistics
  • See billable minutes consumption
  • Access usage reports

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Can View Recordings

Members with this permission can:
  • Play call recordings from the call details
  • Download recordings (if enabled)
Be careful when granting recording access. Call recordings may contain sensitive customer information.

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Can Send WhatsApp Campaigns

Members with this permission can:
  • Send outbound WhatsApp messages via the API
  • Create and monitor WhatsApp campaigns
  • View campaign status and recipient details
  • Cancel in-progress campaigns
WhatsApp campaigns require a configured WhatsApp Business phone number on the assistant. Contact your administrator to set up the WhatsApp integration.

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Agent-Level Access

In addition to feature permissions, you control which agents each member can access:

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How Agent Access Works

  1. Members only see agents they’re assigned to
  2. Call history is filtered to show only calls from assigned agents
  3. CRM data is accessible across all assigned agents
  4. Reporting shows data from assigned agents only
Account Admins bypass agent-level restrictions and can see and manage every agent in the account.

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Permission Combinations

Here are common permission combinations for different roles:

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Viewer (Read-Only)

  • ❌ Can edit agents
  • ❌ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Team leads who need to monitor calls without making changes.

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Agent Operator

  • ✅ Can edit agents
  • ❌ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Team members who handle basic agent configuration.

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Agent Developer

  • ✅ Can edit agents
  • ✅ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Technical team members responsible for agent development.

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Campaign Manager

  • ❌ Can edit agents
  • ❌ Can use advanced editor
  • ✅ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
  • ✅ Can send WhatsApp campaigns
Best for: Marketing or sales team members managing outbound campaigns.

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Full Access

  • ✅ Can edit agents
  • ✅ Can use advanced editor
  • ✅ Can access CRM
  • ✅ Can view billable minutes
  • ✅ Can view recordings
  • ✅ Can send WhatsApp campaigns
Best for: Account administrators and senior team members.
This combination of individual permissions is different from the Account Admin role described above. A member with all permissions enabled still doesn’t get access to the Team screen or account-wide management unless they are also promoted to Account Admin.

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Syncing Permissions

If a member’s permissions seem incorrect, administrators can sync their Firebase claims:
  1. Find the member in the list
  2. Click the Sync Claims button (only visible for advanced editor users)
  3. Confirm the sync
This updates the member’s authentication tokens with the latest permissions from the database.

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FAQ

Currently, Meetzy uses individual permissions rather than predefined roles, with the exception of the Account Admin role. You can combine permissions to create any access level you need.
An Account Admin has full access to the account, just like the owner, with one exception: they cannot manage billing or the subscription. Everything else, including team management, is available to them.
Role changes are managed from the Team screen. Open the member’s actions menu, click Edit permissions, and set their role to Admin.
The CRM permission toggle is only visible if you (as the administrator) have CRM access enabled on your own account.
Yes, permission changes take effect immediately. Members may need to refresh their browser to see updated access.
Yes, for multi-company accounts, you can assign agents from any company. Agents are organized by company in the selection list.