Skip to content
SecurityAvailable4 min read · updated 2026-07-28

Permissions and access management

Roles, least privilege and reviewing who has access.

Roles

RoleScope
OwnerFull control including billing
AdminConfiguration and members
AgentConversations and calls
ViewerRead-only analytics and history

Access reviews

  • Remove members the day they leave, not at month end
  • Review admin membership quarterly
  • Keep the number of owners small
4 min read