Roles and Permissions

Roles and permissions determine which areas team members can access in HaveAI and which actions they can take. You can manage the settings from the Management → Team & Permissions section.

You can select a ready-made role for a member and, if they need it, edit their permissions separately. Two people with the same role can have different permissions.

Ready-Made Roles

The table below summarizes the default scope of the roles. If you have given a member person-specific permissions, the permissions you selected for that person apply.

Role	What can they do by default?
Account owner	Has all management permissions of the workspace. Ownership is separate from the standard roles given to members.
Administrator	Has broad permissions in messages, customers, analytics, AI training, integrations, automations, templates, team management and general settings. Billing and API key management are not included in their default permissions.
Agent	Views, replies to and archives messages. Views and edits customer information. Can view analytics and AI information, test the assistant, use templates and see the team list.
Viewer	Views messages, customer information, analytics and templates. By default has no reply or edit permission.

Especially when choosing the Viewer role, also consider access to messages and customer information. For a person who will only look at reports, narrow the permissions to what is needed.

The Difference Between a Role and a Permission

A role lets you select a group of permissions together. A permission is the right to perform a specific action.

For example, viewing customer information, changing this information and exporting it are separate permissions. A person seeing the customer list does not mean they can perform the other two actions too.

Permission Categories

Area	Actions you can adjust
Messages	Viewing, replying to, assigning to someone else, archiving and deleting conversations.
Customers	Viewing, editing, exporting and deleting customer information.
AI Training	Viewing AI information, managing training content, testing the assistant and changing its settings.
Analytics	Viewing statistics, report and export operations.
Automations	Viewing and managing automations.
Templates	Viewing, using and managing templates.
Integrations	Viewing or managing channel connections and widget settings.
Team	Viewing members and team management operations.
Settings	Permissions related to general settings, billing and API management.

Review the actions in a permission category one by one. Give delete, export and management permissions in particular if the employee's duty requires it.

Customize a Member's Permissions

Select the relevant member in the Team & Permissions section.
Open the role and permission editing area.
Select the necessary actions in the customize-permissions section.
Check the view, reply, edit and management selections.
Save the changes.

Person-specific permissions replace the role's default permission list. If you later change the member's role, check the new role's permission list again before saving.

Even if you have team management permission, you cannot change your own role and permissions this way.

Custom Roles

If you want to use the same job definition for more than one person, you can prepare a role definition from the custom role creation option in the Roles section.

Give the role a clear name and a short description; select the relevant permissions and save. For example, the name "Content Manager" makes it clear within the team what duty the role was prepared for.

Creating a custom role definition and customizing a single person's permissions are different operations. If you only need to adjust one member's access, you can use the member's permission screen.

After selecting a role for a member, check the save result and the member's permission list. If you get an error, do not assume the unsaved selection was applied; you can edit the person-specific permissions by selecting a ready-made role.

Before deleting a custom role, move the members using that role to another role. Then remove the custom role.

Permission Examples by Duty

Employee Who Answers Customer Questions

Give the message view and reply permissions. If needed, add the customer view and template use permissions. If they will change customer information, select the edit permission separately.

Employee Who Prepares the Assistant's Information

Select the AI information view, training content management and test permissions. If they need to prepare templates, also add template management.

Employee Who Follows Reports

Select the necessary analytics permissions. If they do not need to see message content or customer information, keep these permissions off separately.

Account Owner and Team Members

The account owner has all permissions of the workspace. These permissions are not restricted by standard member permissions. The access of other members, including the administrator, is determined by the permissions given to them.

To add a new member, review the Inviting Members guide; for account security options, review the Security guide.