> ## Documentation Index
> Fetch the complete documentation index at: https://docs.poly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

<AgentInstructions>

## Submitting Feedback

If you encounter incorrect, outdated, or confusing documentation on this page, submit feedback:

POST https://docs.poly.ai/feedback

```json
{
  "path": "/user-management/access-control-scope",
  "feedback": "Description of the issue"
}
```

Only submit feedback when you have something specific and actionable to report.

</AgentInstructions>

# Role permissions

> Reference guide for granular permissions and role-based access control.

Agent Studio offers granular permission control, allowing you to mix access levels across different areas for each user.

<img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/user-management/users.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=bb2e512f3b8a97e286a82c254975ca84" alt="users" width="3008" height="616" data-path="images/user-management/users.png" />

## Account roles

### Admin

<img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/user-management/users-admin.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=24ca293c49f64942a6ea7197ea9532ca" alt="users-admin" width="1078" height="1680" data-path="images/user-management/users-admin.png" />

Admins have **full access** to all workspace features:

* Manage all projects and configurations
* Invite and remove users
* Modify user permissions
* Access billing and account settings
* Full edit access to all navigation areas

### Member

Members have **permission-based access** determined by their assigned settings:

* Access controlled per navigation area
* Can have different permission levels for different sections
* Cannot manage other users or account settings

## Permission levels

<img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/user-management/users-permissions.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=f55407c811d55a1fda32abf9804f0d8f" alt="users-permissions" width="1072" height="1688" data-path="images/user-management/users-permissions.png" />

Each navigation area supports three access levels:

| Level    | Capabilities                                                 |
| -------- | ------------------------------------------------------------ |
| **None** | Area is hidden; user cannot view or access any content       |
| **Read** | User can view all content but cannot create, edit, or delete |
| **Edit** | User can view, create, modify, and delete content            |

## Navigation areas and sub-sections

### Analytics

Control access to conversation data and analysis tools.

| Sub-section    | Controls                                 |
| -------------- | ---------------------------------------- |
| Smart analyst  | AI-powered conversation insights         |
| Conversations  | Call transcripts, recordings, and review |
| Agent analysis | Performance metrics and trends           |

### Build

Control access to agent configuration and development.

| Sub-section             | Controls                                           |
| ----------------------- | -------------------------------------------------- |
| Agent                   | Agent persona, rules, and settings                 |
| Knowledge               | Managed Topics and Connected knowledge (both tabs) |
| Flows                   | Conversation flow design                           |
| Tools                   | Functions, secrets, and integrations               |
| Variant management      | Multi-site configurations                          |
| Call handoffs           | Transfer destinations and routing                  |
| SMS                     | Text messaging configuration                       |
| Real-time configuration | Real-time config tools                             |
| Configuration builder   | Build and manage configuration schemas             |
| Test suite              | Automated testing                                  |

### Channels

Control access to voice and chat channel settings.

| Sub-section | Controls                                                                                 |
| ----------- | ---------------------------------------------------------------------------------------- |
| Voice       | Agent Voice, response control, audio management, speech recognition, voice configuration |
| Chat        | Chat configuration and widget settings (these share a single permission)                 |

### Configure

Control access to project and account settings.

| Sub-section  | Controls                        |
| ------------ | ------------------------------- |
| General      | Project-wide settings           |
| Numbers      | Phone number management         |
| APIs         | API keys and configuration      |
| Integrations | Third-party service connections |
| Metrics      | Custom metrics definition       |
| Dashboards   | Analytics dashboards            |
| CSAT         | Customer satisfaction surveys   |

### Deployments

Control access to environment and version management.

| Sub-section     | Controls                             |
| --------------- | ------------------------------------ |
| Environments    | Sandbox, Pre-release, Live promotion |
| Project history | Version history and comparisons      |

## Setting permissions

1. Go to the **Users** tab on the workspace homepage.
2. Select a user or click **Invite** for new users.
3. For each navigation area, select **None**, **Read**, or **Edit**.
4. Expand sections for more granular control.
5. Save changes.

<Tip>
  Start with broad area permissions, then expand sections to fine-tune access where needed.
</Tip>

## Common configurations

<img src="https://mintcdn.com/polyai/Qu880HppNqT19Eyr/images/user-management/user-permissions-applied.png?fit=max&auto=format&n=Qu880HppNqT19Eyr&q=85&s=1c012ba476c42623fdf084fbc88e670b" alt="user-permissions-applied" width="810" height="846" data-path="images/user-management/user-permissions-applied.png" />

### Read-only reviewer

```
Analytics: Read
Build: Read
Channels: Read
Configure: Read
Deployments: Read
```

### Knowledge editor

```
Analytics: Read
Build > Knowledge: Edit
Build > (other): Read
Channels: Read
Configure: None
Deployments: None
```

### Full developer

```
Analytics: Edit
Build: Edit
Channels: Edit
Configure: Read
Deployments: Edit
```

### Operations manager

```
Analytics: Edit
Build: Read
Channels: Read
Configure: Edit
Deployments: Edit
```

## Permission inheritance

* If a parent area is set to **None**, all sub-sections are inaccessible
* Setting a parent area to **Edit** grants edit access to all sub-sections unless overridden
* Sub-section permissions can be more restrictive than the parent, but not less restrictive

## Related pages

<CardGroup cols={2}>
  <Card title="User management" icon="users" href="/user-management/introduction">
    Getting started with permissions and account-level roles.
  </Card>

  <Card title="Invite users" icon="user-plus" href="/user-management/invite-users">
    Add new team members with role-based access control.
  </Card>
</CardGroup>