> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzy.es/llms.txt
> Use this file to discover all available pages before exploring further.

# Permissions & Roles

> Understanding user permissions and access control in Meetzy.

## 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.

<Note>
  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.
</Note>

## Account Admin Role

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

| Role              | Access Level                                                                |
| ----------------- | --------------------------------------------------------------------------- |
| **Owner**         | Full access to the account, including billing and subscription management   |
| **Account Admin** | Full access to the account, equivalent to the owner, **except for billing** |
| **Member**        | Access defined individually by the permissions below                        |

### How to promote a member to Account Admin

<Steps>
  <Step title="Go to the Team screen">
    Navigate to **Team** from the main menu.
  </Step>

  <Step title="Open the member's actions menu">
    Find the member you want to promote and click the actions menu (⋮) next to their name.
  </Step>

  <Step title="Edit permissions">
    Click **Edit permissions** to open the member's settings.
  </Step>

  <Step title="Set the role to Admin">
    Change the member's role to **Admin** and save changes.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## Available Permissions

### Can Edit Agents

| Status     | Access Level                                           |
| ---------- | ------------------------------------------------------ |
| ✅ Enabled  | Can modify agent settings, prompts, and configurations |
| ❌ Disabled | View-only access to assigned agents                    |

Members with this permission can:

* Edit agent names and basic settings
* Modify greetings and prompts
* Configure input/output parameters
* Change voice settings

### Can Use Advanced Editor

| Status     | Access Level                         |
| ---------- | ------------------------------------ |
| ✅ Enabled  | Full access to the Advanced Editor   |
| ❌ Disabled | Limited to basic agent configuration |

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

<Tip>
  Enable "Can use advanced editor" for team members who need to make substantial changes to agent behavior.
</Tip>

### Can Access CRM

| Status     | Access Level                |
| ---------- | --------------------------- |
| ✅ Enabled  | Full access to CRM features |
| ❌ Disabled | No access to CRM menu       |

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

<Note>
  CRM access is only visible if your account has CRM features enabled. The administrator must have CRM access to grant it to other members.
</Note>

### Can View Billable Minutes

| Status     | Access Level                          |
| ---------- | ------------------------------------- |
| ✅ Enabled  | Can see usage and billing information |
| ❌ Disabled | No access to billing data             |

Members with this permission can:

* View call duration statistics
* See billable minutes consumption
* Access usage reports

### Can View Recordings

| Status     | Access Level                   |
| ---------- | ------------------------------ |
| ✅ Enabled  | Can listen to call recordings  |
| ❌ Disabled | Cannot access audio recordings |

Members with this permission can:

* Play call recordings from the call details
* Download recordings (if enabled)

<Warning>
  Be careful when granting recording access. Call recordings may contain sensitive customer information.
</Warning>

### Can Send WhatsApp Campaigns

| Status     | Access Level                                      |
| ---------- | ------------------------------------------------- |
| ✅ Enabled  | Can create and manage WhatsApp outbound campaigns |
| ❌ Disabled | No access to WhatsApp campaign features           |

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

<Note>
  WhatsApp campaigns require a configured WhatsApp Business phone number on the assistant. Contact your administrator to set up the WhatsApp integration.
</Note>

## Agent-Level Access

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

| Access Type     | Description                                                     |
| --------------- | --------------------------------------------------------------- |
| **Full Access** | Member can view calls and edit the agent (if permissions allow) |
| **No Access**   | Agent is hidden from the member entirely                        |

### 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

<Note>
  Account Admins bypass agent-level restrictions and can see and manage every agent in the account.
</Note>

## Permission Combinations

Here are common permission combinations for different roles:

### 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.

### 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.

### 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.

### 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.

### 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.

<Info>
  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.
</Info>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Can I create custom roles?">
    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.
  </Accordion>

  <Accordion title="What's the difference between the owner and an Account Admin?">
    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.
  </Accordion>

  <Accordion title="Where do I change a member's role to Account Admin?">
    Role changes are managed from the **Team** screen. Open the member's actions menu, click **Edit permissions**, and set their role to **Admin**.
  </Accordion>

  <Accordion title="Why can't I see the CRM permission toggle?">
    The CRM permission toggle is only visible if you (as the administrator) have CRM access enabled on your own account.
  </Accordion>

  <Accordion title="Do permissions apply immediately?">
    Yes, permission changes take effect immediately. Members may need to refresh their browser to see updated access.
  </Accordion>

  <Accordion title="Can a member have access to agents from multiple companies?">
    Yes, for multi-company accounts, you can assign agents from any company. Agents are organized by company in the selection list.
  </Accordion>
</AccordionGroup>