Agency

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. These permissions include:

  • Agents: Allows creating agents. Access is always enabled.
  • Knowledge Base: Grants access to knowledge bases.
  • Actions: Grants access to the actions repository.
  • Workflows: Grants access to the workflows page.
  • Contacts: Grants access to contacts, including both Memory Groups and Phone Books.
  • Phone Numbers: Grants access to phone numbers, including Addresses.
  • Analytics: Allows subaccounts to view the analytics dashboard.

Agents’ Capabilities

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

  • Configure: Grants access to core agent settings, such as AI model, knowledge base, voice and call settings.
  • Prompt: Grants access to the prompt editor and call flow designer.
  • Actions: Allows attaching actions to an agent for pre-call, during-call, and post-call events.
  • Deployment: Allows attaching a phone number, assigning a memory group, and setting up webhook URLs.
  • Calls: Provides access to the agent’s call history.

Integrations

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

  • Twilio: Allows importing phone numbers directly from a Twilio account.
  • ElevenLabs: Allows importing custom voices from an ElevenLabs account.
  • GoHighLevel: Allows agents to book appointments with a GHL account and create custom GHL actions.
  • Hubspot: Allows creating HubSpot custom actions and syncing information extractors with HubSpot fields.
  • Cal.com: Allows agents to book appointments using a Cal.com account.

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.