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Permission Roles and Access Levels

Permission Roles and Access Levels

Avochato offers three distinct user roles with tailored permissions so you can choose the best fit for your team’s access and management needs.

Last updated on June 30, 2025

Avochato offers three core role types for users: Member, Manager, and Owner. Additionally, there are more Settings to allow you to customize access and permissions based on your needs.

Permissions are granted at the Inbox level. For example, a user could be in inbox A as a Manager and inbox B as a Member.

Role Types

  • Team Member: Basic user role with limited access; can view all conversations unless restricted, adjust their own settings (if not disabled), but cannot manage users.
  • Manager: Mid-level role with authority to manage team members, adjust most settings, adjust user roles, create inboxes, and optionally view all inboxes or receive billing emails.
  • Owner: Highest-level role with access to Manage Organization settings to oversee global reports and settings; add/remove users (including update to Owner), grant inbox/billing access.

Permission Matrix

Feature / Access Level
Member
Manager
Owner
Make Calls and Send Messages
✅
✅
✅
Access All Conversations by Default
✅ (w/ option to restrict to view only assigned conversations)
✅
✅
Adjust Profile & Notification Settings
✅
✅
✅
Adjust Inbox Settings
✅  (w/ option to be restricted)
✅
✅
Create Inboxes
❌
✅
✅
Manage Organization
❌
✅ (if granted Manage Org permission by owner)
✅
Receive Billing Emails
❌
✅ (if granted by owner)
✅
Adjust Role Permission
❌
✅ (can update users to manager)
✅ (can update users to owner or manager)
Remove Users
❌
✅ (can remove team members)
✅ (can remove any user)
Manage Roles / Permissions
❌
✅ (limited to team members)
✅ Full control
Send Broadcasts
✅  (w/ option to be restricted)
✅
✅
Update Contacts
✅  (w/ option to be restricted)
✅
✅
Access analytics/reports
❌
✅
✅
Logs
❌
✅
✅
Assign/reassign conversations
✅
✅
✅
Manage integrations & API
❌
✅
✅
Manage Campaigns, Surveys, Templates
✅  (w/ option to be restricted)
✅
✅

Adjusting Permissions

Here's how you can manage user permissions:

Restrict Member Permissions

There’s an option to further restrict a Member’s ability to access global settings or view all conversations:

  1. Go to Settings > Conversation Mgmt.
  1. Enable “Restrict Member Functionality” to:
      • Prevent members from modifying settings.
      • Limit their view to only conversations assigned to them.

Update Roles and Permissions

To update a user's role in your Inbox:

  1. Navigate to Invite Users on the left side navigation panel.
  1. Find the user you'd like to modify and click ACTIONS
  1. Select the option to enable / disable access or Promote role update
      • Update Member → Manager (Manager only).
      • Update Manager → Owner (Owner only).
      • Adjust permission or remove users based on your role level.
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Looking to manage users at the organization level? Read more about Organization Management.

Use Role-Based Presets

To streamline permission assignments:

  1. Go to Invite Users > Manage Roles (top right).
  1. Click “Create Role”.
  1. Configure the permission set for that role.
  1. Name your role (e.g., “Sales Manager” or “Support Rep”).
  1. Click Save.
  1. Now, when inviting users, you can assign them a predefined role with one click.
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