Team Roles and Permissions · i-Connect Help

Every member of an organisation has one role. The screen hides what a role can't do, and the server checks every request against the role too.

The six roles

Owner: Everything, including billing, deleting the organisation and transferring ownership.
Admin: Everything except billing ownership, deleting the organisation and transferring ownership.
Manager: Builds and launches campaigns, sequences, templates, forms and segments; reads reports.
Agent: Their assigned conversations, plus contacts, orders and bookings. Can send templates in the inbox, never broadcasts.
Analyst: Read-only reports and dashboards.
Billing: Plan, invoices and usage. No contact data.

"Own" means only their own or assigned records. "If granted" means only when given the extra permission below.

Can	Owner	Admin	Manager	Agent	Analyst	Billing
Organisation & team
View organisation	Yes	Yes	Yes	Yes	Yes	Yes
Change settings	Yes	Yes	No	No	No	No
Ask to delete, or transfer ownership	Yes	No	No	No	No	No
View team	Yes	Yes	Yes	No	No	No
Invite, change roles, remove	Yes	Yes	No	No	No	No
Audit log	Yes	Yes	No	No	No	No
WhatsApp numbers
View numbers	Yes	Yes	Yes	Yes	Yes	No
Connect / disconnect	Yes	Yes	No	No	No	No
Contacts
View and edit contacts	Yes	Yes	Yes	Only their own or assigned records	No	No
Import	Yes	Yes	Yes	No	No	No
Export / erase	Yes	Yes	No	No	No	No
See full phone numbers	Yes	Yes	Yes	Only if granted	No	No
Build segments	Yes	Yes	Yes	No	No	No
View form submissions	Yes	Yes	Yes	Yes	No	No
Messaging
Templates (create, submit)	Yes	Yes	Yes	No	No	No
Campaigns (draft, launch, control)	Yes	Yes	Yes	No	No	No
Approve large campaigns	Yes	Yes	No	No	No	No
Sequences, forms, Flows	Yes	Yes	Yes	No	No	No
Inbox
Assigned conversations, reply	Yes	Yes	Yes	Yes	No	No
All conversations	Yes	Yes	Yes	Only if granted	No	No
Assign conversations	Yes	Yes	Yes	No	No	No
Auto-replies and inbox settings	Yes	Yes	Yes	No	No	No
Bookings and orders
View bookings and orders	Yes	Yes	Yes	Yes	Yes	No
Change bookings and orders	Yes	Yes	Yes	Yes	No	No
Manage products and catalog	Yes	Yes	Yes	No	No	No
Reports, developer, billing
Reports	Yes	Yes	Yes	Only their own or assigned records	Yes	No
Export reports	Yes	Yes	Yes	No	Only if granted	No
API keys and webhooks	Yes	Yes	No	No	No	No
View billing	Yes	Yes	No	No	No	Yes
Manage billing	Yes	No	No	No	No	Yes

Owners and Admins can grant these on top of a member's role (Settings → Team & roles → Edit):

Owners and Admins invite people by email from Settings → Team & roles and choose their role. The person accepts from the email.
A role change or removal takes effect straight away, even for someone who is signed in at that moment.
Only an Owner can delete the organisation or transfer ownership. There is no screen for this yet: write to support from the Owner's email address.
The Roles tab on that page shows the same table as above.

Anyone can turn on two-factor sign-in with an authenticator app in My security, and get one-time recovery codes. An Owner or Admin can require it for every member (Settings → General → Security).
If our support team ever needs to look inside your organisation, they must give a reason; access is limited to 60 minutes, read-only by default, can never launch broadcasts, export data or reveal numbers, and every request is shown in your audit log.

Still stuck? Write to support@i-connect.world with your organisation's name and what you see on screen.