Salescaling offers four role types, 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.
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 account
✅
✅
✅
✅
Delete users (except owner)
❌
❌
✅
✅
Delete all users
❌
❌
❌
✅
Calendars
Permission
Read Only
Regular
Admin
Owner
Integrate calendar
❌
✅
✅
✅
View my calendar events
❌
✅
✅
✅
View all calendars' events
❌
❌
✅
✅
Meetings
Permission
Read Only
Regular
Admin
Owner
Upload meeting manually
❌
✅
✅
✅
View meetings I participate in
✅
✅
✅
✅
View my team's meetings
✅
✅
✅
✅
View all organization's 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 all participants' feedback report
❌
❌
✅
✅
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's 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 all participants' feedback report
❌
❌
✅
✅
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 Team settings
❌
❌
✅
✅
Edit Team settings
❌
❌
✅
✅
Important Notes
Support
If you need to adjust your organization's permissions or have questions about the available roles, please contact your organization's technical support or the Salescaling team.
