Team roles and permissions

When you invite people to your workspace, each one gets a role. The role decides what they can see and do, so you can hand a front-desk person the inbox without also handing them your billing and team settings. This guide explains the five roles and who can do what.

The five roles, highest to lowest

• Owner — you, the business. There is exactly one Owner. Full control, including billing and deleting the workspace. Owner-only powers can't be delegated.
• Admin — a trusted second-in-command. Can manage almost everything: team settings, branding, channels, the marketplace listing, and the referral program. Cannot delete the workspace or take over ownership.
• Manager — runs the day-to-day. Everything an Agent can do, plus quotes and invoices, assigning cases to teammates, seeing the whole team's performance, and (where enabled) approving replies before they send.
• Agent — front line. Handles conversations: reply, log a customer's response, add internal notes, close cases. Does not see invoices or workspace settings.
• Viewer — read-only. Can look but not reply or change anything. Useful for an accountant, a partner, or someone in training.

What each role can touch

| Capability | Owner | Admin | Manager | Agent | Viewer | |---|:--:|:--:|:--:|:--:|:--:| | Reply to customers, handle cases | ✅ | ✅ | ✅ | ✅ | — | | Quotes & invoices | ✅ | ✅ | ✅ | — | — | | Assign cases, see team performance | ✅ | ✅ | ✅ | own only | own only | | Team settings, branding, channels, referrals | ✅ | ✅ | — | — | — | | Billing, delete workspace | ✅ | — | — | — | — |

(Agents and Viewers see only their own row on the Performance dashboard, never the whole team's.)

Setting and changing roles

Invite teammates and set roles in Settings, Team. Owners and Admins manage the team; a Manager can adjust people ranked below them. You pick a role when you send the invite, and you can change it later from the same page.

A note on "Yesoma staff"

You may occasionally hear about "Yesoma staff" or "platform admin." That is a separate, internal Afia Labs role for the people who run the Yesoma platform, not a role in your workspace. Your customers and teammates never see it, and Yesoma staff can only open your workspace if you explicitly turn on staff access. See Staff access and impersonation.

See also

• Invite team members
• Assign cases to teammates
• Review replies before they send