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

As new features are added, permissions will be updated.

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.