Team roles: what each one can do

In iAgentify every person on your team has one of four roles: Read only, Member, Admin or Owner. Each role includes everything the previous one can do, and only an owner can pay, change the plan or make someone else an owner.

The four roles, from least to most

Each person’s role is shown under Team, in the Members list. On that same screen, the section What each role can do sums it up.

What each role can do, area by area

“Everyone” means all four roles. “Member and above” means Member, Admin and Owner.

The role also decides which notices each person receives: billing, credit and channel notices only go to owners and admins. See notices: what you hear about and how.

What only an owner can do

• Anything that costs money or changes the subscription. Subscribing to a plan, changing it, buying extra credits, cancelling or resuming the subscription and removing the saved card. Under Billing, every other role sees the notice “Only the account owner can change the plan, buy credits or manage the card.”
• Making or changing another owner. An admin cannot touch an owner: on that person’s row they see “Only an owner can change another owner”.
• The account always keeps at least one owner. There can be several, but the last one cannot be given another role or removed from the team. If you try, you get “The account must keep at least one owner”.

If card payment is not open yet in your account, the plan is requested through Support. See subscribe to a plan.

Change a person’s role

You need to be an Admin or an Owner.

1. Go to Team.

2. In the Members list, open the actions button on that person’s row.

3. Under Change role, choose the new role. You get a confirmation such as “Role of Marta changed to Admin”.

The change applies at once. Bear two cases in mind:

• Giving the owner role. The app asks you to confirm first, with the Make owner button: that person will be able to manage billing, change the plan, and change or remove other owners, including you.
• Changing your own role. If you lower your own role, you lose the permissions at once and cannot get them back yourself: someone else will have to restore them. The app warns you and asks you to confirm with Change my role.

Remove a person from the team

You need to be an Admin or an Owner. Only another owner can remove an owner.

1. Go to Team and open the actions button on that person’s row.

2. Press Remove from the team.

3. Confirm with Remove from the team.

That person loses access to the account and their sessions end at once. Their seat becomes free and you can invite them again whenever you want. Nothing they did in the account is deleted: their replies to customers and the agents they created stay where they are.

You cannot remove yourself from the list. If you want to leave an account, ask another admin or owner.

One person in several accounts

One person can belong to several iAgentify accounts with the same email and the same password, and hold a different role in each: useful, for example, if you run more than one business. Each account has its own plan, credits, agents and team.

When you belong to more than one, the account name becomes a menu, Your accounts, which shows your role in each. Choose another one and you will see “You are now in…” with its name.

To get into one more account, someone in that account has to invite you at the same email: when you accept, you join with your usual password. See invite people to your team.

If you cannot see a button or a section

It is almost always the role. The app says so with messages such as “Your role does not allow this.” or “You do not have access to this section”. Check your role under Team and ask an admin or an owner to change it.