Team Management & Permissions

Free and Standard — 1 user. Pro — up to 5 users (additional users at $29/user/month). Enterprise — 6 or more users (additional users at $25/user/month).

Four built-in system roles, plus unlimited custom roles:

• Owner — full access to all 47 permissions. Cannot be edited or deleted. There is exactly one Owner per account.
• Admin — full platform access except billing management and role/permission management.
• Agent — operational access to contacts, documents, campaigns, inbox, and templates. Cannot manage team, billing, or settings.
• Viewer — read-only access across all resources.

You can create custom roles with any combination of the 47 fine-grained permissions for unusual access requirements (for example, a "Compliance Officer" role that can read everything and edit consent records but not send messages).

Permissions are grouped by resource: contacts (read, create, update, delete, export, import), documents (read, create, update, delete, send), forms (read, create, update, delete, publish), campaigns (read, create, update, delete, send, schedule), messaging/inbox (read, reply, assign), templates (read, create, update, delete), analytics (read), team management (read, invite, manage, remove), roles (read, create, update, delete), settings (read, update), billing (read, manage), webhooks (read, create, update, delete), and AI features (use). The UI and API are dynamically filtered by the current user's permission set.

Yes. Every significant action (login, contact change, message sent, consent recorded, workflow activated, role assignment, billing change) is written to an audit log that admins can view in Settings → Audit Log. Pro and Enterprise include user-level analytics showing per-member messaging volume, response times, and conversion rates.