Salescaling offers four types of roles, each with different access levels 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.
Summary of Permissions 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 my calendar events
❌
✅
✅
✅
View all calendar events
❌
❌
✅
✅
Meetings
Permission
Read Only
Regular
Admin
Owner
Upload meeting manually
❌
✅
✅
✅
View meetings I participate in
✅
✅
✅
✅
View my team's meetings
✅
✅
✅
✅
View all organization meetings
❌
❌
✅
✅
Edit meetings I participate in
❌
✅
✅
✅
Edit any meeting
❌
❌
✅
✅
Delete meetings I participate in
❌
❌
✅
✅
Delete meetings where I am the organizer
❌
✅
✅
✅
Delete any meeting
❌
❌
✅
✅
View chat content
✅
✅
✅
✅
Interact with chat
❌
✅
✅
✅
Generate follow-up email
❌
✅
✅
✅
Share my meetings
❌
✅
✅
✅
Share any meeting
❌
❌
✅
✅
View my feedback report
✅
✅
✅
✅
View feedback report of all participants
❌
❌
✅
✅
Phone calls
Permission
Read Only
Regular
Admin
Owner
Upload phone call manually
❌
✅
✅
✅
View phone calls I participate in
✅
✅
✅
✅
View my team's phone calls
✅
✅
✅
✅
View all organization phone calls
❌
❌
✅
✅
Edit phone calls I participate in
❌
✅
✅
✅
Edit any phone call
❌
❌
✅
✅
Delete phone calls I participate in
❌
❌
✅
✅
Delete phone calls where I am the organizer
❌
✅
✅
✅
Delete any phone call
❌
❌
✅
✅
View chat content
✅
✅
✅
✅
Interact with chat
❌
✅
✅
✅
Generate follow-up email
❌
✅
✅
✅
Share my phone calls
❌
✅
✅
✅
Share any phone call
❌
❌
✅
✅
View my feedback report
✅
✅
✅
✅
View feedback report 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
❌
❌
✅
✅
Audience
Access to Audience also depends on whether the organization's plan includes the audiences feature.
Permission
Read Only
Regular
Admin
Owner
View contacts and companies
✅
✅
✅
✅
Create, edit, or delete contacts
❌
✅
✅
✅
Create, edit, or delete companies
❌
✅
✅
✅
Import or deduplicate records
❌
✅
✅
✅
Manage groups
❌
✅
✅
✅
Edit custom fields
❌
✅
✅
✅
Link contacts and companies
❌
✅
✅
✅
Global assistant chat
Permission
Read Only
Regular
Admin
Owner
Open and use the assistant
❌
✅
✅
✅
Create or edit conversations
❌
✅
✅
✅
View other users' conversations
❌
❌
❌
❌
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
❌
❌
✅
✅
Meeting access by teams
For users with a Regular or Read Only role, meeting visibility works at two levels:
Direct participation: they can view the meetings they participate in.
Team access: they can automatically view meetings of other members of their team, without manually sharing each recording.
Example: if user A and user B are on the same team, B will see all meetings (past and future) in which A participates, provided those meetings are not private.
Admins can manage users and invitations, but only the Owner can access the billing portal and plan changes.
Plan permissions and role permissions are independent. The plan determines which features the organization has contracted; the role determines what operations each user can perform. Access control also applies permissions to specific resources, such as meetings, teams, and playlists.
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.
