Team Roles and Permissions: A Complete Guide

Set up your team with the right access levels using UnifyBox's flexible role system.

Proper role management ensures team members have the access they need while protecting sensitive information.

Default Roles

Full access to everything: settings, billing, team management, all conversations.

Can handle conversations, view assigned contacts, use templates. No access to settings.

Read-only access to conversations and reports. Cannot send messages.

Create custom roles with specific permissions. Perfect for specialized team members.

View, send messages, assign, archive.

View, create, edit, delete, import, export.

View, create, send, approve.

Access to workspace settings, team management, integrations.