> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/agent-optimization/roles-and-permissions.md).

# How to manage roles and permissions

Roles control what each team member can see and do in Patagon AI. Every member has one role: Admin or Member by default. You can create custom roles to match your team's structure.

Access it from the sidebar under Organization > Roles & Permissions.

## Default roles

**Admin:** Full access to all features: 30 permissions across all categories. Use this role for team leads, managers, and anyone who needs to configure the platform.

**Member:** Basic access to core features: 14 active permissions. Members can view and manage leads, take over conversations, and access analytics, but cannot manage the organization, agents, billing, or campaigns.

## Permissions by category

| Category                | Admin   | Member  |
| ----------------------- | ------- | ------- |
| Leads & Conversations   | 7 of 10 | 6 of 10 |
| Campaigns & Attribution | 4 of 4  | 1 of 4  |
| Team Management         | 5 of 5  | 0 of 5  |
| Analytics & Insights    | 2 of 2  | 2 of 2  |
| Agent Management        | 3 of 3  | 1 of 3  |
| Billing                 | 2 of 2  | 0 of 2  |

Key differences between Admin and Member:

* Campaigns: Members cannot create or manage campaigns
* Team Management: Members cannot invite teammates, manage groups, or view/edit roles
* Agent Management: Members cannot configure or manage agents (Playground access only)
* Billing: Members have no access to billing information

## How to view a role's permissions

1. Click any role card to open the Role Details panel.
2. Click the Permissions tab to see all permissions organized by category.
3. Use Expand/Collapse section to show or hide individual permissions within each category.

## How to edit a role

1. Click the role card you want to edit.
2. In the Permissions tab, toggle individual permissions on or off.
3. Use Select all permissions or Deselect all permissions within a category to change all at once.
4. Click Save.

{% hint style="warning" %}
Changes to a role apply immediately to all members assigned to that role. Review the impact before saving.
{% endhint %}

## How to create a custom role

1. Click Add role in the top right corner.
2. Enter a Role name and Role description.
3. Toggle the permissions this role should have across all 6 categories.
4. Click Save.

Custom roles appear alongside Admin and Member in the role selector when inviting new team members.

## How to see which members have a role

1. Click any role card to open the Role Details panel.
2. Click the Members tab to see all team members assigned to that role.

To change a member's role, go to Organization > Settings > Members and use the role dropdown in the Members table.


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