AccountAgencySubaccounts

Manage Permissions

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:

PermissionDescription
AgentsAllows creating agents (always enabled).
Knowledge BaseGrants access to knowledge bases.
ActionsGrants access to the actions repository.
WorkflowsGrants access to the workflows page.
ContactsGrants access to contacts, including Memory Groups and Phone Books.
Phone NumbersGrants access to phone numbers, including Addresses.
AnalyticsAllows subaccounts to view the analytics dashboard.
Test CenterAllows access to call simulations and evaluations.
LogsProvides access to call, API, and webhook logs.
Invite MembersEnables subaccounts to invite and manage team members.

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.