Three main roles
| Role | Summary |
|---|
| owner | Full control, including org deletion and billing |
| admin | Full operational control, can’t delete the org |
| member | Day-to-day campaign / CRM operator |
Permission matrix
| Action | owner | admin | member |
|---|
| View dashboard | ✅ | ✅ | ✅ |
| View customer, company, deal | ✅ | ✅ | ✅ |
| Create / edit customer, company, deal | ✅ | ✅ | ✅ |
| Create / edit segment | ✅ | ✅ | ✅ |
| Create / edit template | ✅ | ✅ | ✅ |
| Create / edit campaign | ✅ | ✅ | ✅ |
| Activate / pause campaign | ✅ | ✅ | ✅ |
| View inbox (org-wide) | ✅ | ✅ | ✅ |
| Reply in inbox | ✅ | ✅ | ✅ |
| Claim / reassign customer | ✅ | ✅ | ✅ (own only) |
| Add a credential (SMTP/LinkedIn/Telegram) | ✅ | ✅ | ❌ |
| Reveal credential value | ✅ | ✅ | ❌ |
| Add an AI provider | ✅ | ✅ | ❌ |
| Invite a member | ✅ | ✅ | ❌ |
| Change a member’s role | ✅ | ✅ (up to admin) | ❌ |
| Disable / remove a member | ✅ | ✅ | ❌ |
| Edit org info (name, logo) | ✅ | ✅ | ❌ |
| Delete the org | ✅ | ❌ | ❌ |
| Change billing plan | ✅ | ❌ | ❌ |
Ownership scoping
Each customer / deal has an owner (a sales user). Rules:
- owner / admin see everything.
- member see everything but can only edit customers/deals with no owner or claimed by themselves.
- Inbox follows the same pattern — a member can only reply on conversations they own or pool conversations.
Permissions are enforced server-side. The UI hides actions the user lacks permission for.