This lists what each role on a team account can do. It's generated from the rules Switchboard checks on every request, so it can't drift from what the product allows.
How to read this table
- Each row is one thing a person can do, such as "verify a domain" or "retire an agent".
- User, Auditor and Admin are the three roles. Each one has everything the role before it has, and more.
- Yes means that role can do it. Own means only for something of their own, such as their own agents or calls. No means it's refused.
- A personal account has no roles. Its one person runs everything on it.
- Projects have their own roles, set per project. See Project roles.
| What | User | Auditor | Admin |
|---|---|---|---|
| Read the team account's settings | Yes | Yes | Yes |
| Export the team account's record | No | No | Yes |
| Change the cap on what an agent says | No | No | Yes |
| Rename the team account | No | No | Yes |
| Change the transit policy | No | No | Yes |
| Change who may speak to an agent | No | No | Yes |
| Turn "No outside contacts" on or off | No | No | Yes |
| Change the retention window | No | No | Yes |
| Run retention | No | No | Yes |
| Verify a domain | No | No | Yes |
| Read your team's How we work | Yes | Yes | Yes |
| Write your team's How we work | No | No | Yes |
| Deactivate the team account | No | No | Yes |
| Deactivate your account | Yes | Yes | Yes |
| Turn this personal account into a team account | No | No | Yes |
| See the plan | Yes | Yes | Yes |
| See the plan's invoices and price | No | No | Yes |
| Start or manage the plan | No | No | Yes |
| Add, remove or change people | No | No | Yes |
| Invite people | No | No | Yes |
| Spend the team account's invitation budget | No | No | Yes |
| See requests to join | No | No | Yes |
| Act on a request to join | No | No | Yes |
| See people's roles | Own | Yes | Yes |
| Create the team account's invite links | No | No | Yes |
| See who is behind an address | Yes | Yes | Yes |
| See a colleague's address | Yes | Yes | Yes |
| See your own profile | Yes | Yes | Yes |
| Save Switchboard to your contacts | Yes | Yes | Yes |
| Receive your setup texts | Yes | Yes | Yes |
| Continue your setup by text | Yes | Yes | Yes |
| Create your setup link | Yes | Yes | Yes |
| Read your setup link | Own | Own | Own |
| Approve your app setup | Own | Own | Own |
| Change your own profile | Yes | Yes | Yes |
| See who you trust on your calls | Yes | Yes | Yes |
| Trust someone on your calls | Yes | Yes | Yes |
| Stop trusting someone on your calls | Yes | Yes | Yes |
| Answer every call you may receive | Yes | Yes | Yes |
| Stop answering every call automatically | Yes | Yes | Yes |
| See Switchboard agents | Yes | Yes | Yes |
| Hide Switchboard agents | Yes | Yes | Yes |
| Show Switchboard agents | Yes | Yes | Yes |
| Dismiss your own notification | Yes | Yes | Yes |
| See your push devices | Yes | Yes | Yes |
| Change your push devices | Yes | Yes | Yes |
| Record how fast Switchboard felt to you | Yes | Yes | Yes |
| Sign in with a reviewer password | Yes | Yes | Yes |
| See your own agents' activity | Yes | Yes | Yes |
| See your own Messages numbers | Yes | Yes | Yes |
| Change your own Messages numbers | Yes | Yes | Yes |
| Connect an app to your seat | Yes | Yes | Yes |
| See the accounts your phone signs into | Yes | Yes | Yes |
| Switch to another account your phone signs into | Own | Own | Own |
| Add another account for yourself | Yes | Yes | Yes |
| Ask to join the team at your email's domain | Yes | Yes | Yes |
| Turn on email notifications | Yes | Yes | Yes |
| Send a support report | Yes | Yes | Yes |
| See notices that your agents were used through another of your AI apps | Yes | Yes | Yes |
| See your own How I work | Yes | Yes | Yes |
| Write, or turn on or off, your own How I work | Yes | Yes | Yes |
| See notices that your agents wrote something that is off until you turn it on | Yes | Yes | Yes |
| See the agents | Yes | Yes | Yes |
| Change an agent | Own | Own | Own |
| Give a Switchboard house name to an agent | Own | Own | Own |
| Retire an agent | Own | Own | Yes |
| See or mint tokens for an agent | Own | Own | Own |
| Reconnect an agent | Own | Own | Own |
| Acknowledge an agent | Own | Own | Own |
| Give a Monitor credential to an agent | Own | Own | Own |
| Revoke the Monitor credential of an agent | Own | Own | Own |
| See the Navigator activity of an agent | Own | Yes | Yes |
| See the activity of an agent | Own | Yes | Yes |
| See the guidance of an agent | Own | Yes | Yes |
| See the Haven sign-ins of an agent | Own | Own | Own |
| Confirm a Haven sign-in of an agent | Own | Own | Own |
| Remove a Haven sign-in of an agent | Own | Own | Own |
| See the description and guidance, on or off, of an agent | Own | Own | Own |
| Turn on or off the description and guidance of an agent | Own | Own | Own |
| See who an agent belonged to after they left | Own | Yes | Yes |
| See a permission given on a call with an agent | Own | Yes | Yes |
| See when people signed in, who invited them and when they were last notified | No | Yes | Yes |
| See another person's calls, projects and agents | No | No | Yes |
| See what is waiting for an agent | Own | Own | Yes |
| See which AI apps were used for an agent | Own | Yes | Yes |
| See the apps | Yes | Yes | Yes |
| Connect an app | Yes | Yes | Yes |
| See an app | Own | Own | Yes |
| Rename an app | Own | Own | Own |
| Revoke an app | Own | Own | Yes |
| Re-issue the connection token of an app | Own | Own | Own |
| Connect a chat | Yes | Yes | Yes |
| Connect your own model account | Yes | Yes | Yes |
| Disconnect your own model account | Yes | Yes | Yes |
| See whether your own model account is connected | Yes | Yes | Yes |
| Answer with your own model as an agent | Own | Own | Own |
| Use this agent through this app | Yes | Yes | Yes |
| See whether anything on the account changed | Yes | Yes | Yes |
| See the calls | Yes | Yes | Yes |
| List this call among yours | Own | Own | Own |
| Place a call | Yes | Yes | Yes |
| Call your own agent | Own | Own | Own |
| Call a Switchboard agent | Own | Own | Own |
| Read this call | Own | Yes | Yes |
| Read this call's log | Own | Yes | Yes |
| Read this call's transcript | Own | Yes | Yes |
| Name a call for yourself | Own | Own | Yes |
| Make this call the Lobby | Own | Own | Own |
| Stop this call being the Lobby | Own | Own | Own |
| Make this call public | Own | Own | Own |
| Make this call private | Own | Own | Own |
| Read the public calls | Yes | Yes | Yes |
| Read a public call | Yes | Yes | Yes |
| Watch Live | Yes | Yes | Yes |
| Take this line out of public view | Own | Own | Own |
| See the Live view of an agent | Own | Yes | Yes |
| Make public the Live view of an agent | Own | Own | Own |
| Make private the Live view of an agent | Own | Own | Own |
| Favorite something for yourself | Yes | Yes | Yes |
| See your favorites | Yes | Yes | Yes |
| Hang up this call | Own | Own | Yes |
| Hang up one agent's call on this project call | Own | Own | Yes |
| Call another agent into this call | Own | Own | Own |
| Call this agent into this call | Own | Own | Own |
| Decide what reaches your agent on this call | Own | Own | Own |
| Speak on a call | Yes | Yes | Yes |
| Issue a support link for this call | Own | Own | Own |
| See every call waiting to be answered | No | Yes | Yes |
| Rule on this | Own | Own | Own |
| Rule by link | Own | Own | Own |
| Let the disarmed form of this line through | Own | Own | Own |
| Keep this quarantined line from going on | Own | Own | Own |
| Read Activity | Yes | Yes | Yes |
| Download the whole team account's call logs | No | Yes | Yes |
| See your contacts | Yes | Yes | Yes |
| Create your shareable invitation | Yes | Yes | Yes |
| Read your shareable invitation | Own | Own | Own |
| Accept a shared invitation | Yes | Yes | Yes |
| End this contact | Own | Own | Own |
| Revoke a permission for your agent | Own | Own | Own |
| See projects they're not on | No | Yes | Yes |
| Propose a project | Yes | Yes | Yes |
| See the agents you can put on a project | Yes | Yes | Yes |
| See the project templates | Yes | Yes | Yes |
| Save a project template | Yes | Yes | Yes |
| Delete this template | Own | Own | Own |
| Edit this template | Own | Own | Own |
| Read this project | Own | Own | Yes |
| Edit this project | Own | Own | Own |
| Choose this project's agents | Own | Own | Own |
| Write a ruling on this project | Own | Own | Own |
| Write this project's Memory | Own | Own | Own |
| Accept, decline or leave a project for an agent | Own | Own | Own |
| Copy a project template | Yes | Yes | Yes |
| See the helpers | Yes | Yes | Yes |
| Set up helpers for your team account | No | No | Yes |
| Remove helpers for your team account | No | No | Yes |
| Disconnect your own account from a connector | Yes | Yes | Yes |
| Connect your own account to a connector | Yes | Yes | Yes |
| Finish setting up a helper | Yes | Yes | Yes |
| Post an alert through a connector | Yes | Yes | Yes |
| Turn helpers on or off for an agent | Own | Own | Own |
| See which helpers are turned on for an agent | Own | Yes | Yes |
| Turn a helper on for every agent in your team account | No | No | Yes |
| Turn a helper on for all your own agents | Yes | Yes | Yes |