Roles & Permissions
Every person in your Eazybe organization has one of four roles. The role decides which parts of the workspace they can open and whose data they see.
The Owner can do everything an Admin can, and the Owner’s own chats and activity stay private: no other role can see them, including Admins. The Owner label appears under Settings → Profile for the person who created the organization. Anyone who joins an existing organization starts as an Employee.
What each role can do
Owner
Admin
Manager
Employee
The Owner is the person who created the organization.
- Has full access to every section of the workspace
- Can do everything an Admin can do
- Sees chats and activity for everyone in the organization
- Keeps their own chats and activity private from every other role
- Access cannot be restricted by anyone
To move ownership to another person, contact us at hey@eazybe.com. Admins have full access to every section, and their access cannot be restricted.
- See staff, chats and analytics for everyone except the Owner
- Assign and change roles, and set working hours
- Manage the plan, seats, billing and wallet history
- Connect and disconnect WhatsApp Business API numbers
- Turn Team Inbox on or off
- Connect CRMs and control CRM sync settings
- Decide what Managers and Employees can open
Admins cannot see the Owner’s chats or activity. Managers work at team level.
- See staff, chats and analytics for their own team
- Create and manage teams and team members
- Connect and disconnect HubSpot, Zoho and Salesforce
- Use Broadcasts, Templates, AI Agents and Credits
- Adjust access for Managers and Employees in their team
Managers cannot change roles, manage the plan or billing, or connect WhatsApp Business API numbers. Employees work on their own conversations.
- Open Team Inbox on the chats assigned to them
- Use Broadcasts, Templates and AI Agents
- Edit contact properties in the Mini CRM
- See their own profile and their own activity
Employees cannot open Teams, Analytics, Channels or Credits unless an Admin or Manager gives them access. Permissions at a glance
Add each Manager to a team. A Manager sees the staff, chats and analytics of the team they belong to.
Assigning a role
Only an Owner or Admin can assign or change a role.
Open Staff
In the workspace sidebar, click Staff.
Add or edit a person
Click Add Employee to invite someone new. For an existing person, open the ⋯ menu on their row and click Edit Employee Details.
Choose the role
In Employee Role, select Admin, Manager or Employee.
Save
Click Send Invite for a new person, or Save Changes for an existing one.
You can have more than one Admin. A pending invite cannot be edited until the person accepts it.
Customizing access with Members & Access
On the Scaler plan, you can choose which sections Managers and Employees can open. Go to Settings → Members & Access.
- By role sets the default for everyone with that role.
- By member overrides the default for one person. Click Reset to role default to remove the overrides.
These are the defaults:
Owner and Admin access is always on and cannot be switched off, so no one can lock themselves out of permissions.
FAQs
Can an Admin see the Owner’s chats?
No. The Owner’s chats and activity are visible only to the Owner.
Can a Manager see an Admin’s or the Owner’s chats?
No. Managers see chats for Managers and Employees in their team.
Can an Employee see other people’s chats?
No. Employees work on the chats assigned to them.
Who can change my role?
An Owner or Admin in your organization. Your role is shown under Settings → Profile.
Why can’t I see Analytics or Channels?
These sections are off by default for Employees. Ask an Admin or your Manager to turn them on for you.
Need help? Reach us at hey@eazybe.com.
