Roles & Permissions
AIChatVault has three roles: Owner, Admin, and Member. Each role controls what a user can see and do in the workspace.
Permission matrix
| Permission | Owner | Admin | Member |
|---|---|---|---|
| Manage billing & subscription | ✅ | ❌ | ❌ |
| Transfer organisation ownership | ✅ | ❌ | ❌ |
| Invite / remove team members | ✅ | ✅ | ❌ |
| Change member roles (Admin ↔ Member) | ✅ | ✅ | ❌ |
| Transfer Owner role to another member | ✅ | ❌ | ❌ |
| Create / delete AI agents | ✅ | ✅ | ✅ |
| Edit agent settings & knowledge base | ✅ | ✅ | ✅ |
| Create / manage AI Actions | ✅ | ✅ | ✅ |
| View conversation history (Activity tab) | ✅ | ✅ | ✅ |
| View analytics | ✅ | ✅ | ✅ |
| View & export contacts | ✅ | ✅ | ✅ |
| Configure integrations (WhatsApp, Shopify, etc.) | ✅ | ✅ | ✅ |
| Access workspace Usage & Settings pages | ✅ | ✅ | ❌ |
Changing a member's role
1
Go to Settings → Members
Open Master Settings → Members.
2
Find the member
Use the search bar to filter by name or email if needed.
3
Click the role badge
Click the grey role badge (e.g. "member") next to their name to open the role dropdown.
4
Select the new role
Choose Admin or Member. The change is applied immediately.
Rules and restrictions
- •You cannot change your own role.
- •The Owner's role badge is not clickable — the owner role cannot be changed via the role dropdown.
- •Only the Owner can promote someone to Owner (ownership transfer).
- •You cannot remove yourself from the workspace.
- •The Owner cannot be removed by anyone.
- •When a member is removed, they immediately lose all access to the workspace and its agents.
Transferring ownership
To make another member the Owner of the workspace, first promote them to Admin (if they aren't already), then contact support or use your account settings to initiate an ownership transfer. Only the current Owner can initiate this. After the transfer, the original owner becomes an Admin.
Internal role values
For reference, the roles map to internal user_type values in the database:
| Display role | Internal user_type |
|---|---|
| Owner | org_owner |
| Admin | admin |
| Member | customer |
💡
Use the Admin role for team members who manage agents day-to-day (e.g. a marketing manager who edits the knowledge base). Use Member for people who only need to view conversations or test the agent in the Playground.
Was this page helpful?