Assign roles and permissions
What you'll achieve
Each person sees and can do what they need, and nothing more.
Before you start
Permission workspacePermissions.update.
Step by step
Choose the role
| Client profile | Suggested role |
|---|---|
| Owner or person responsible for the account | Owner (assigned by Growtek) |
| Whoever manages the operation (without access to Settings) | Admin |
| Salesperson who works leads and quotes | Seller (Salesperson) |
| Technician who handles tickets in an area | TechSupport (Technical Support Assistant) |
| Whoever manages the contact base | SocialMedia (Social Media) |
What each role includes: Roles and permissions and the full table.
Settings only for the Owner
By default, only the Owner can access Settings (workspace.viewSettings).
If someone else has to configure channels, context or credentials, ask
Growtek to adjust that permission.
Change someone's role
- In Team → Members, open More actions on the person's row.
- Click Edit member (or Change role).
- Change the Role in this workspace and click Save changes.
Adjust a specific permission
Each role's permissions are not edited from the workspace: Growtek defines them and the change applies to all workspaces. To request an adjustment or a custom role, use a support request.
How to verify
Ask the person to open the assistant and ask "What access do I have?", or to check that they see the modules they need.