# Roles and permissions

Salescaling offers four types of roles, each with different accesses and permissions:

* **Read Only**: Basic read-only access.
* **Regular**: Standard user with permissions to manage their own resources.
* **Admin**: Administrator with access to most features.
* **Owner**: Owner with full access to the platform.

## Permissions Summary by Role

### Users

| Permission                  | Read Only | Regular | Admin | Owner |
| --------------------------- | --------- | ------- | ----- | ----- |
| Invite users                | ❌         | ❌       | ✅     | ✅     |
| View my profile             | ✅         | ✅       | ✅     | ✅     |
| View user list              | ❌         | ✅       | ✅     | ✅     |
| Edit my profile information | ✅         | ✅       | ✅     | ✅     |
| Edit all users' information | ❌         | ❌       | ✅     | ✅     |
| 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 in all calendars | ❌         | ❌       | ✅     | ✅     |

### Meetings

| Permission                                    | Read Only | Regular | Admin | Owner |
| --------------------------------------------- | --------- | ------- | ----- | ----- |
| Upload meeting manually                       | ❌         | ✅       | ✅     | ✅     |
| View meetings where I participate             | ✅         | ✅       | ✅     | ✅     |
| View meetings of my team                      | ✅         | ✅       | ✅     | ✅     |
| View all organization meetings                | ❌         | ❌       | ✅     | ✅     |
| Edit meetings where I participate             | ❌         | ✅       | ✅     | ✅     |
| Edit any meeting                              | ❌         | ❌       | ✅     | ✅     |
| Delete meetings where I participate           | ❌         | ❌       | ✅     | ✅     |
| Delete meetings where I am organizer          | ❌         | ✅       | ✅     | ✅     |
| Delete any meeting                            | ❌         | ❌       | ✅     | ✅     |
| View chat content                             | ✅         | ✅       | ✅     | ✅     |
| Interact with the chat                        | ❌         | ✅       | ✅     | ✅     |
| Generate follow-up email                      | ❌         | ✅       | ✅     | ✅     |
| Share my meetings                             | ❌         | ✅       | ✅     | ✅     |
| Share any meeting                             | ❌         | ❌       | ✅     | ✅     |
| View my report of *feedback*                  | ✅         | ✅       | ✅     | ✅     |
| View report of *feedback* of all participants | ❌         | ❌       | ✅     | ✅     |

### Phone calls

| Permission                                    | Read Only | Regular | Admin | Owner |
| --------------------------------------------- | --------- | ------- | ----- | ----- |
| Upload phone call manually                    | ❌         | ✅       | ✅     | ✅     |
| View phone calls where I participate          | ✅         | ✅       | ✅     | ✅     |
| View phone calls of my team                   | ✅         | ✅       | ✅     | ✅     |
| View all organization phone calls             | ❌         | ❌       | ✅     | ✅     |
| Edit phone calls where I participate          | ❌         | ✅       | ✅     | ✅     |
| Edit any phone call                           | ❌         | ❌       | ✅     | ✅     |
| Delete phone calls where I participate        | ❌         | ❌       | ✅     | ✅     |
| Delete phone calls where I am 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 report of *feedback*                  | ✅         | ✅       | ✅     | ✅     |
| View report of *feedback* of 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, permissions will be updated.
{% endhint %}

## Support

If you need to adjust your organization's permissions or have questions about available roles, contact your organization's technical support or the Salescaling team.


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