Role-Based Access
Define what each team member can see and do based on their role.
Client Assignment
Assign team members to specific clients. They only see what they need.
Audit Trail
Track who did what and when. Full visibility for compliance.
Secure by Default
Least-privilege access ensures data stays compartmentalized.
Built-In Roles
Four role levels to match your team structure.
Admin
adminFull access to all workspaces and settings
- Manage all workspaces
- Invite team members
- View billing
- Access all tickets
Manager
managerManage assigned workspaces and their agents
- Manage assigned workspaces
- Invite agents
- View reports
- Configure workspace settings
Agent
agentHandle tickets in assigned workspaces
- View assigned tickets
- Respond to tickets
- Update ticket status
- Add internal notes
Viewer
viewerRead-only access to assigned workspaces
- View tickets
- View reports
- No edit access
- Ideal for clients
Managing Members via API
Programmatically manage your team with our REST API.
Invite Team Member
POST /v1/auth/members/invite
{
"email": "[email protected]",
"role": "agent",
"workspaces": ["ws_acme", "ws_beta"]
}
// Response
{
"id": "mem_xxx",
"email": "[email protected]",
"role": "agent",
"status": "pending",
"workspaces": ["ws_acme", "ws_beta"]
}Update Member Access
PATCH /v1/auth/members/mem_xxx
{
"role": "manager",
"workspaces": ["ws_acme", "ws_beta", "ws_gamma"]
}
// Response
{
"id": "mem_xxx",
"role": "manager",
"workspaces": ["ws_acme", "ws_beta", "ws_gamma"]
}Remove Member
DELETE /v1/auth/members/mem_xxx
// Response
{ "success": true }