Member roles and access

Member settings define both the person's role and the channels they can work with. These restrictions are useful when several teams share one project.

Opening member settings

Select the Settings gear button to the right of the project name and choose Members. On the team page, open the Members tab and select the required person's row. You can also open the three-dot menu in their row and select Edit. This opens the member editing form with their name, ID, and current status.

Changing settings

1. Select the project role that matches the person's responsibilities.
2. When needed, enable the support operator flag.
3. In Channel restrictions, keep access to all current and future channels, or disable the switch and configure individual channels.
4. Review the changes and select Save.

When you have view permission only, the form opens without save and remove actions. In this case, changes must be made by the owner or an administrator with access-management permission.

Project role and channel access

The project role applies a prepared permission set, from full management for the owner to view-only access for a viewer. When you change the role and save the form, permissions for project sections and actions are updated automatically. This form has no separate switches for agents, deliveries, automations, or other resources.

Channel restrictions answer a different question: which particular channels, dialogs, leads, and related settings the person can access.

For example, a person can keep the regular Member project role but receive access only to the sales channel. Their role inside a selected channel refines permissions in that channel and does not extend the general access ceiling set by the project role.

All or selected channels

Access to all project channels also applies to channels created later.

When the switch is disabled, the cabinet shows a list of individual channels. Current channels appear first with the person's project role; you can then remove unnecessary channels, restore access, or change the role for an individual channel.

Do not leave the list empty: a member without access to at least one channel cannot see related dialogs, leads, or settings. The cabinet shows a warning before saving.

Support operator

Enable this flag when the person should be added to the support schedule and their replies should be included in operator communication statistics.

The flag cannot be disabled while the member has a current or future assignment. For the same reason, that member cannot be removed from the project. First open Support settings, remove future assignments from the schedule calendar, or move them to another operator.

Past assignments do not prevent disabling the flag. Replies sent while the person was an operator remain in statistics for past periods.

Removing a member

The Remove member button completely revokes the person's access to all project resources.

You cannot remove the project owner, yourself through this form, or an operator with current or future assignments. Before confirming, check who should take over the member's active tasks, dialogs, and shifts.