AdministrationSubaccounts

Manage Permissions

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Subaccount permissions tabs

If you want to enable or disable specific actions for all or certain subaccounts, you can do that in your Agency dashboard. For example, you can only allow select subaccounts to buy phone numbers or deploy agents.

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On the left-hand sidebar, click Agency.

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On the navigation sidebar, click Permissions.

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You can change permissions in each tab for each of your subaccounts. To enable or disable a permission for all subaccounts, check or uncheck Select all.

Default Permissions

New subaccounts inherit the permissions from the most recently created subaccount.

General Permissions

General permissions allow agencies to manage access to top-level functionalities. The API field column shows the value to use when granting or revoking each permission through the Subaccounts API:

PermissionAPI fieldDescription
AgentsassistantsAllows creating agents (always enabled).
Knowledge Baseknowledge_baseGrants access to knowledge bases.
ActionsactionsGrants access to the actions repository.
WorkflowsworkflowsGrants access to the workflows page.
ContactscontactsGrants access to contacts, including Memory Groups and Phone Books.
Phone Numbersphone_numbersGrants access to phone numbers, including Addresses.
AnalyticsanalyticsAllows subaccounts to view the analytics dashboard.
Test Center (Simulations)simulationsAllows access to call simulations and evaluations.
LogslogsProvides access to call, chat, API, and webhook logs.
Invite Members—Enables subaccounts to invite and manage team members. UI only.

Agent Types

Agent-type permissions control which kinds of agents a subaccount can create and manage. Each type can be granted or revoked independently through the Subaccounts API:

PermissionAPI fieldDescription
Inbound agentsinboundAllows the subaccount to create inbound voice agents.
Outbound agentsoutboundAllows the subaccount to create outbound voice agents.
Widget agentswidgetAllows the subaccount to create web widget agents.
Chat agentschatAllows the subaccount to create chat agents.

Agents’ Capabilities

These capabilities refer to the configuration options available for an agent:

CapabilityDescription
ConfigureAccess to core agent settings such as the AI model, knowledge base, voice, and call configuration.
PromptAccess to the prompt editor and call flow designer.
ActionsAllows attaching actions for pre-call, during-call, and post-call events.
DeploymentAllows attaching phone numbers, assigning memory groups, and configuring webhook URLs.
CallsProvides access to the agent’s call history.

Integrations

Integration permissions let subaccounts use their own API keys for third-party integrations:

IntegrationDescription
TwilioImport phone numbers directly from a Twilio account.
ElevenLabsImport custom voices from an ElevenLabs account.
GoHighLevelBook appointments via GHL and create custom actions.
HubSpotCreate HubSpot custom actions and sync information extractors.
Cal.comBook appointments using a Cal.com account.
SalesforceCreate custom actions connected to Salesforce.

Actions

Controls which actions subaccounts can create and attach to agents. To understand what each type of action does, please refer to the Actions documentation.