Team Management
Invite team members, assign roles, manage permissions, and control access across your Staffify account.
There are four roles you can assign when inviting or updating a team member. Each role controls which pages they can view or edit:
| Role | What they can do |
|---|---|
| Viewer | Read-only access to agents, calls, phone numbers, analytics, knowledge base, appointments, tickets, integrations, and more. Cannot access billing or account settings. |
| Manager | Full edit access to agents, calls, phone numbers, knowledge base, appointments, tickets, integrations, widgets, and webhooks. View-only access to billing and the activity log. Cannot access account settings. |
| Admin | Full edit access to everything including billing, account settings, and the activity log. Equivalent to the account owner for day-to-day access. |
| Custom | Manually choose individual permissions for each page. Use this when none of the preset roles fit exactly what the person needs. |