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Roles and permissions

Roles and permissions that can be set for members of your plan

What an individual can see and do in their Team or Enterprise plan account is dictated by their role. Roles are provisioned with the following permissions.

Important notes about the Primary Owner role:

  • Team and Enterprise organizations can only have one Primary Owner.

  • The Primary Owner seat uses one of your plan's licenses.

  • Your organization's Primary Owner can be a service account that isn't tied to an individual user.

  • If you're unsure of your organization's Primary Owner, you can check by going to Settings > Account.

About custom roles (Enterprise plans only): Enterprise plans support custom roles, which let you control feature access at the group level. Members with roles set to “Custom” have no default permissions—their access is determined entirely by the custom roles assigned to their groups. Because these members have no built-in permissions, they don't appear in the tables below.

To learn more, refer to the following articles:

Billing

User

Admin

Owner

Primary Owner

View/pay for invoices

✅

✅

Add/modify billing methods

✅

✅

Provision new seats

✅

Chat controls

User

Admin

Owner

Primary Owner

Create and modify chats

✅

✅

✅

✅

Use projects

✅

✅

✅

✅

Features and integrations

User

Admin

Owner

Primary Owner

Enable native integrations

✅

✅

Enable custom integrations

✅

✅

Enable capabilities

✅

✅

Enable public projects

✅

✅

Enable project sharing

✅

✅

Membership management

User

Admin

Owner

Primary Owner

Invite new members

✅

✅

✅

Remove members/cancel invitations

✅

✅

✅

Invite/remove new Admins/Owners

✅

✅

Modify roles

✅

✅

Prioritized support routing (Enterprise plan only)

User

Admin

Owner

Primary Owner

Prioritized Support routing

✅

✅

Security and data controls (Team and Enterprise plans)

User

Admin

Owner

Primary Owner

Request data exports

✅

Request Primary Ownership transfers

✅

Security and data controls (Enterprise plan only)

User

Admin

Owner

Primary Owner

Manage SSO / auth

✅

✅

Request audit logs

✅

✅

Manage data retention controls

✅

✅

Manage

feedback settings

✅

✅

Usage analytics (Enterprise plans)

User

Admin

Owner

Primary Owner

View usage analytics

✅

✅

✅

Usage analytics (Team plans)

User

Admin

Owner

Primary Owner

View usage analytics

✅

✅

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