> For the complete documentation index, see [llms.txt](https://docs.salescaling.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.salescaling.com/en/getting-started/roles-permisos.md). # Roles and permissions Salescaling offers four types of role, each with different access and permissions: * **Read Only**: Basic read-only access. * **Regular**: Standard user with permissions to manage their own resources. * **Admin**: Administrator with access to most functionalities. * **Owner**: Owner with full access to the platform. ## Permission Summary by Role ### Users | Permission | Read Only | Regular | Admin | Owner | | ------------------------------ | --------- | ------- | ----- | ----- | | Invite users | ❌ | ❌ | ✅ | ✅ | | View my profile | ✅ | ✅ | ✅ | ✅ | | View user list | ❌ | ✅ | ✅ | ✅ | | Edit my profile information | ✅ | ✅ | ✅ | ✅ | | Edit information for all users | ❌ | ❌ | ✅ | ✅ | | Edit user roles | ❌ | ❌ | ✅ | ✅ | | Delete my user | ✅ | ✅ | ✅ | ✅ | | Delete users (except owner) | ❌ | ❌ | ✅ | ✅ | | Delete all users | ❌ | ❌ | ❌ | ✅ | ### Calendars | Permission | Read Only | Regular | Admin | Owner | | ------------------------------ | --------- | ------- | ----- | ----- | | Integrate calendar | ❌ | ✅ | ✅ | ✅ | | View events in my calendar | ❌ | ✅ | ✅ | ✅ | | View events from all calendars | ❌ | ❌ | ✅ | ✅ | ### Meetings | Permission | Read Only | Regular | Admin | Owner | | ------------------------------------------------------ | --------- | ------- | ----- | ----- | | Upload meeting manually | ❌ | ✅ | ✅ | ✅ | | View meetings where I participate | ✅ | ✅ | ✅ | ✅ | | View meetings from my team | ✅ | ✅ | ✅ | ✅ | | View all meetings in the organization | ❌ | ❌ | ✅ | ✅ | | Edit meetings where I participate | ❌ | ✅ | ✅ | ✅ | | Edit any meeting | ❌ | ❌ | ✅ | ✅ | | Delete meetings where I participate | ❌ | ❌ | ✅ | ✅ | | Delete meetings where I am the organizer | ❌ | ✅ | ✅ | ✅ | | Delete any meeting | ❌ | ❌ | ✅ | ✅ | | View chat content | ✅ | ✅ | ✅ | ✅ | | Interact with the chat | ❌ | ✅ | ✅ | ✅ | | Generate follow-up email | ❌ | ✅ | ✅ | ✅ | | Share my meetings | ❌ | ✅ | ✅ | ✅ | | Share any meeting | ❌ | ❌ | ✅ | ✅ | | View my *feedback report* | ✅ | ✅ | ✅ | ✅ | | View report of *feedback report* from all participants | ❌ | ❌ | ✅ | ✅ | ### Phone calls | Permission | Read Only | Regular | Admin | Owner | | ------------------------------------------------------ | --------- | ------- | ----- | ----- | | Upload phone call manually | ❌ | ✅ | ✅ | ✅ | | View phone calls where I participate | ✅ | ✅ | ✅ | ✅ | | View phone calls from my team | ✅ | ✅ | ✅ | ✅ | | View all phone calls in the organization | ❌ | ❌ | ✅ | ✅ | | Edit phone calls where I participate | ❌ | ✅ | ✅ | ✅ | | Edit any phone call | ❌ | ❌ | ✅ | ✅ | | Delete phone calls where I participate | ❌ | ❌ | ✅ | ✅ | | Delete phone calls where I am the organizer | ❌ | ✅ | ✅ | ✅ | | Delete any phone call | ❌ | ❌ | ✅ | ✅ | | View chat content | ✅ | ✅ | ✅ | ✅ | | Interact with the chat | ❌ | ✅ | ✅ | ✅ | | Generate follow-up email | ❌ | ✅ | ✅ | ✅ | | Share my phone calls | ❌ | ✅ | ✅ | ✅ | | Share any phone call | ❌ | ❌ | ✅ | ✅ | | View my *feedback report* | ✅ | ✅ | ✅ | ✅ | | View report of *feedback report* from all participants | ❌ | ❌ | ✅ | ✅ | ### *Bots* | Permission | Read Only | Regular | Admin | Owner | | ---------------------- | --------- | ------- | ----- | ----- | | Create *bot* manually | ❌ | ✅ | ✅ | ✅ | | Deactivate my *bots* | ❌ | ✅ | ✅ | ✅ | | Deactivate any *bot* | ❌ | ❌ | ✅ | ✅ | | View info of my *bots* | ❌ | ✅ | ✅ | ✅ | | View info of any *bot* | ❌ | ❌ | ✅ | ✅ | ### Clips | Permission | Read Only | Regular | Admin | Owner | | --------------------------- | --------- | ------- | ----- | ----- | | Create clips in my meetings | ❌ | ✅ | ✅ | ✅ | | Create clips in any meeting | ❌ | ❌ | ✅ | ✅ | | View clips from my meetings | ✅ | ✅ | ✅ | ✅ | | View clips from any meeting | ❌ | ❌ | ✅ | ✅ | | Edit clips in my meetings | ❌ | ✅ | ✅ | ✅ | | Edit clips in any meeting | ❌ | ❌ | ✅ | ✅ | | Delete clips in my meetings | ❌ | ✅ | ✅ | ✅ | | Delete clips in any meeting | ❌ | ❌ | ✅ | ✅ | ### Settings and Configuration | Permission | Read Only | Regular | Admin | Owner | | ----------------------------- | --------- | ------- | ----- | ----- | | View my account settings | ✅ | ✅ | ✅ | ✅ | | Edit my account settings | ✅ | ✅ | ✅ | ✅ | | View meeting settings | ❌ | ❌ | ✅ | ✅ | | Edit meeting settings | ❌ | ❌ | ✅ | ✅ | | View phone call settings | ❌ | ❌ | ✅ | ✅ | | Edit phone call settings | ❌ | ❌ | ✅ | ✅ | | View my notification settings | ❌ | ✅ | ✅ | ✅ | | Edit my notification settings | ❌ | ✅ | ✅ | ✅ | | Connect calendar | ❌ | ✅ | ✅ | ✅ | | Disconnect calendar | ❌ | ✅ | ✅ | ✅ | ### Playlists | Permission | Read Only | Regular | Admin | Owner | | -------------------------- | --------- | ------- | ----- | ----- | | View my playlists | ❌ | ✅ | ✅ | ✅ | | View all playlists | ❌ | ❌ | ✅ | ✅ | | Add clips to my playlists | ❌ | ✅ | ✅ | ✅ | | Add clips to all playlists | ❌ | ❌ | ✅ | ✅ | | Create playlists | ❌ | ✅ | ✅ | ✅ | | Edit my playlists | ❌ | ✅ | ✅ | ✅ | | Edit all playlists | ❌ | ❌ | ✅ | ✅ | | Delete my playlists | ❌ | ✅ | ✅ | ✅ | | Delete all playlists | ❌ | ❌ | ✅ | ✅ | ### Teams | Permission | Read Only | Regular | Admin | Owner | | --------------------- | --------- | ------- | ----- | ----- | | Create teams | ❌ | ❌ | ✅ | ✅ | | View my teams | ❌ | ✅ | ✅ | ✅ | | View all teams | ❌ | ❌ | ✅ | ✅ | | Manage users in teams | ❌ | ❌ | ✅ | ✅ | | Edit team details | ❌ | ❌ | ✅ | ✅ | | Delete teams | ❌ | ❌ | ✅ | ✅ | ### Organization | Permission | Read Only | Regular | Admin | Owner | | ------------------------ | --------- | ------- | ----- | ----- | | View general information | ✅ | ✅ | ✅ | ✅ | | Edit information | ❌ | ❌ | ✅ | ✅ | | View billing settings | ❌ | ❌ | ✅ | ✅ | | Edit billing settings | ❌ | ❌ | ✅ | ✅ | | Delete organization | ❌ | ❌ | ❌ | ✅ | | Integrate CRM | ❌ | ❌ | ✅ | ✅ | | View API settings | ❌ | ❌ | ✅ | ✅ | | Edit API settings | ❌ | ❌ | ✅ | ✅ | | View Teams settings | ❌ | ❌ | ✅ | ✅ | | Edit Teams settings | ❌ | ❌ | ✅ | ✅ | ## Important Notes {% hint style="info" %} As new features are added, the permissions will be updated. {% endhint %} ## Support If you need to adjust your organization's permissions or have questions about the available roles, contact your organization's technical support or the Salescaling team. --- # Agent Instructions This documentation is published with GitBook. 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