Roles & Custom Roles

Organization

Decide what each teammate can see and do.

Role Permissions & Access Control

Assign granular permissions to workspace members based on their operational roles.

Role-Based Access Control (RBAC)

Built-in roles are Account Owner, Support Lead, Support Agent, Billing Manager (no seat used) and Appointment Scheduler. In Team Management, Custom roles lets you create a reusable permission set with New role; editing a role updates everyone on it. Invite teammates with Invite Agent, within your seat quota.