Roles & Permissions

Voxifi uses role-based access control (RBAC) to manage what team members can do within your organization.

Available Roles

Owner

The organization creator with full administrative access.

Key characteristics:

• Exactly one per organization
• Full access to all features including billing
• Can transfer ownership by promoting another member to Owner
• Can delete the organization

Admin

Full platform access without billing or organization deletion capabilities.

Key characteristics:

• Unlimited number per organization
• Can invite new team members
• Access to all platform features
• Cannot manage roles, remove members, or access billing

Member

Standard user access for day-to-day platform use.

Key characteristics:

• Unlimited number per organization
• Can use all core features
• Cannot manage team or settings
• Ideal for most team members

Permission Matrix

Platform Features

Feature	Owner	Admin	Member
View dashboard	Yes	Yes	Yes
Make single calls	Yes	Yes	Yes
Run bulk campaigns	Yes	Yes	Yes
View call history	Yes	Yes	Yes
Access recordings	Yes	Yes	Yes
View transcripts	Yes	Yes	Yes

AI Agent Management

Feature	Owner	Admin	Member
View AI agents	Yes	Yes	Yes
Create AI agents	Yes	Yes	Yes
Edit AI agents	Yes	Yes	Yes
Delete AI agents	Yes	Yes	No

Phone Numbers

Feature	Owner	Admin	Member
View phone numbers	Yes	Yes	Yes
Purchase numbers	Yes	Yes	No
Release numbers	Yes	Yes	No

Files

Feature	Owner	Admin	Member
View files	Yes	Yes	Yes
Upload files	Yes	Yes	Yes
Delete files	Yes	Yes	No
Attach to agents	Yes	Yes	Yes

Webhooks

Feature	Owner	Admin	Member
View webhooks	Yes	Yes	Yes
Create webhooks	Yes	Yes	No
Edit webhooks	Yes	Yes	No
Delete webhooks	Yes	Yes	No

Team Management

Feature	Owner	Admin	Member
View team members	Yes	Yes	Yes
Invite members	Yes	Yes	No
Change roles	Yes	No	No
Remove members	Yes	No	No

Organization & Billing

Feature	Owner	Admin	Member
View settings	Yes	Yes	No
Edit settings	Yes	No	No
View balance	Yes	Yes	Yes
View transactions	Yes	No	No
Add balance	Yes	No	No
Configure auto top-up	Yes	No	No
Download invoices	Yes	No	No
Delete organization	Yes	No	No

Changing Roles

Who Can Change Roles

Only the Owner can change member roles.

How to Change a Role

1. Go to Users
2. Find the team member
3. Click the ... menu
4. Select Change Role
5. Choose the new role
6. Confirm the change

Role Change Rules

Change	Allowed
Member → Admin	Yes (Owner only)
Admin → Member	Yes (Owner only)
Member/Admin → Owner	Yes (Owner only — transfers ownership)
User changing their own role	Never
Demoting the last Owner	Never

Owner Transfer

Promoting someone to Owner transfers full ownership. There can only be one Owner per organization. You will be demoted to Admin in the process.

Best Practices

Role Assignment Guidelines

User Type	Recommended Role
Founders/Executives	Owner or Admin
Team leads	Admin
Regular staff	Member
Temporary contractors	Member

Security Recommendations

1. Minimize Admins - Only give Admin access when necessary
2. Regular Review - Periodically review team member roles
3. Prompt Removal - Remove access when people leave
4. Audit Logs - Monitor the audit trail for unusual activity

Troubleshooting

"Cannot Change Role"

Possible reasons:

• You're not the Owner (role changes are Owner-only)
• Trying to change your own role (not allowed)
• Trying to demote the last Owner (not allowed)

"Permission Denied"

The action requires a higher role:

• Check the permission matrix above
• Request the action from the Owner

Next Steps

• Inviting Members - Add new team members
• Removing Members - Offboard team members
• Organization Settings - Configure your org