Team roles and permissions

In Ma-ko, every person on your team has a role that defines what they can see and do in your business.

The three roles

Owner — One per business: the helm. Only the owner can turn on the artificial intelligence features, configure the Assistant, and transfer ownership. Ownership isn’t shared: when transferred, the other person becomes the sole Owner and you become an Administrator.

Administrator — Configures the business, invites people, changes roles and sees everything: conversations, contacts and sales across the whole team.

Agent — Handles, sells and closes. They see what’s theirs to see according to the business visibility, and in Settings they only manage their Profile, Labels and Templates.

The team lead

On top of the role, an agent can be their team’s lead (the Make team lead option on their profile): they supervise and reassign their OWN team’s work, and always see their team’s conversations regardless of the visibility mode.

Change someone’s role

1. Open Settings → Agents. It’s in the People group.

2. Double-click the person. The Edit agent drawer opens.

3. Pick the role and press “Save changes”. The change applies instantly. The Owner role isn’t assigned here: it only changes via Transfer ownership to this person.

Result

Note

Everyone has just the right power for their job. How much each agent sees is set by the Default business visibility — see Decide who sees what.

Was this article helpful?

👍 Yes 👎 No