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Customer management · Team & permissions

Give each teammate the access their job needs.

Add staff and define what they can do in SAYLS. Roles and permissions help you share customer work without giving every colleague the same access to contacts, campaigns, settings and administration.

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See the task in actionTeam access

Team permissionsYOUR WORKFLOW

ACCESS FOLLOWS RESPONSIBILITY

Support agent

Customer conversationsReview access

Customer recordsReview access

System settingsRole controlled

Capabilities are configured for the role and person.

Assign a role with the capabilities the person needs.

The task behind the feature

When sharing access means sharing everything

Not every team member needs every setting or action.

A growing business needs more than a shared password. Sales staff, support agents and the person managing configuration do not always need the same tools. Role-based access gives you a more deliberate way to set responsibilities, while individual staff records make the workspace easier to organise as people join or leave the team.

See how the pieces fit

One practical way to use it

Start with the job. Assign the appropriate access.

Start withOne support role with reviewed capabilities

01
Define the responsibilities first
List the work each team member actually needs to perform. Keep customer service, campaign management and administrative settings separate where your process requires it, rather than starting with full access for everyone.
02
Create and assign an appropriate role
Configure the supported capabilities for a role, then assign it to the relevant staff member. Review inherited permissions and any individual changes so you understand the access the person will actually receive.
03
Review access as the team changes
Check roles when someone changes duties or leaves the business. Test an ordinary staff account, not only the owner account, so the team can complete its work without unnecessary privileges.

Keep the next person in the picture.

Check inherited permissions as well as the actions enabled for an individual staff member.

Why this is useful in practice

A shared workspace with clearer responsibilities.

Less dependence on one account

People can work through their own staff access rather than using the owner's credentials. That makes day-to-day responsibilities clearer and reduces the practical problems created by a shared login.

A closer fit for each job

Give people the capabilities they need for customer work while restricting unrelated configuration. A smaller, purposeful set of tools is often easier for a new team member to learn.

A manageable growth process

Reuse appropriate roles as you add colleagues instead of rebuilding access decisions every time. Review the current plan's staff allowance and expand capacity when the business genuinely needs more people.

Choose a useful starting point

Access that reflects how your team works

Separate support replies from campaign administration.
Add a new sales colleague with suitable access.
Limit sensitive configuration to trusted staff.

Your first useful workflow

Try team & permissions with your team.

Assign a role with the capabilities the person needs. Start with one support role with reviewed capabilities and review the result before choosing a plan.

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A little clarity goes a long way

A little more about team & permissions.

Understand the setup, the costs and the next step before you decide.

Your business has its own questions.Tell us what you need. We'll help you find a useful starting point.

01Does a role replace staff training?

No. Permissions control access to supported actions, but people still need to understand customer privacy, messaging rules and your internal process. Combine suitable access with clear instructions for daily work.

02Can inherited permissions be removed on a staff record?

Inherited access comes from the selected role. Change the role or its capabilities when you need to remove inherited permission; review the effective access rather than assuming an individual checkbox overrides everything.

03Can I add unlimited staff?

Staff capacity depends on the current plan. Use the live comparison to choose the appropriate team allowance, and ask about a custom enterprise setup if your staffing requirements do not fit the published packages.

Give each teammate the access their job needs.

Support agent

When sharing access means sharing everything

Start with the job. Assign the appropriate access.

Define the responsibilities first

Create and assign an appropriate role

Review access as the team changes

Keep the next person in the picture.

A shared workspace with clearer responsibilities.

Less dependence on one account

A closer fit for each job

A manageable growth process

Access that reflects how your team works

Try team & permissions with your team.

A little more about team & permissions.

What works alongside team & permissions?

Team inbox

Customer records

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