Roles and permissions

Owner, admin, agent, viewer and client: who can see and do what.

  • Owner: everything, including company settings and branding. Each workspace has one.
  • Admin: runs the workspace day to day, including settings and the team.
  • Agent: works orders and tickets.
  • Viewer: can look without changing things.
  • Client: sees only their own orders, invoices, subscriptions and tickets, and never your internal notes.

These rules are enforced in the database itself, not just hidden in the interface. See How your data is kept apart.

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