Team roles and permissions

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

Available roles

Two roles

• Admin: manages the business, channels, billing and the team.
• Agent: handles conversations in the Inbox; can’t change the business settings.

Steps

1. Go to Settings → Team. You’ll see everyone in your business.

2. Pick the person and open their profile.

3. Change their role between Agent and Admin, and save.

Fewer admins, safer

Keep the Admin role only for people who truly need it.

Result

Note

Each agent signs in with their role’s permissions, and you control who can change the business settings.

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