Roles and permissions

Who can do what in your organization.

Salesy uses role-based access control (RBAC) to decide what every person in your organization can see and do. Each member has one organization role (Owner, Admin, Member, or Viewer) and, if they belong to teams, a team role (Manager or Member) inside each team. This page explains what every role is allowed to do, how to assign them, and how to transfer ownership of your organization.

Organization roles

Every person in your org has exactly one of four organization roles. Roles are listed here from most to least powerful.

Owner

There is exactly one Owner per organization. The Owner can do everything an Admin can do, plus the things only an Owner is allowed to do:

• Manage billing, subscriptions, seats, and the payment method
• Invite, promote, and demote Admins
• Transfer ownership to another member
• Delete the organization

The Owner cannot be removed from the organization without first transferring ownership to someone else.

Admin

Admins help the Owner run the organization day-to-day. An Admin can:

• Do everything a Member can do (upload calls, create frameworks, set up integrations, use chat)
• Invite Members and Viewers to the organization
• Promote and demote Members ↔ Viewers
• Create, edit, rename, and delete teams
• Add and remove members from any team
• Promote and demote Team Managers within teams
• Create, edit, and delete frameworks across the org
• Delete any call in the organization (own or others')
• See all calls, frameworks, and analytics across the whole organization
• Edit organization settings (name, logo, call defaults)
• View the organization audit log

Admins cannot manage billing, promote other people to Admin, transfer ownership, or delete the organization — those are Owner-only actions.

Member

Member is the default role for most of your sales team and team managers. Members can:

• Upload their own calls and view their own call analysis
• See calls and analytics for teams they belong to
• Create, edit, and delete frameworks and scoring rubrics
• Upload and manage documents in the shared Library
• Set up integrations (Zoom, Slack, Close, Zapier) to auto-capture calls
• Mark calls as invalid without deleting them
• Use AI chat to ask questions about calls
• Edit their own profile

If assigned as a Team Manager within a team, Members can additionally:

• Add and remove members from that team
• Delete calls from members in their team
• Manage team-level settings

Members cannot invite people to the org, create teams, manage org-wide settings, or access billing controls.

Viewer

Viewer is a read-only role designed for stakeholders who need visibility into call data without the ability to make changes. Use it for execs, RevOps observers, or anyone who needs a window into the org but not the ability to operate it. A Viewer can:

• View calls and analytics they have access to
• Browse frameworks and the Library
• Use AI chat to ask questions about calls
• Export call data and analytics

A Viewer cannot upload calls, create or edit anything, set up integrations, mark calls as invalid, invite people, manage teams, or change settings.

Team roles

Teams are how you group reps for shared call analytics, framework defaults, and rollups. A member's organization role decides what they can do in the org as a whole; their team role decides what they can do inside a specific team.

Team Manager

A Team Manager runs a single team. Inside that team they can:

• Add and remove team members
• Promote other members of the team to Manager
• See aggregated analytics and individual rep performance for the team

Being a Team Manager does not grant any org-wide permissions — a Team Manager who is also an org-level Member cannot, for example, invite people to the org or edit other teams.

Team Member

Team Member is the default. They participate in the team's analytics and inherit any team-level defaults (frameworks, integrations) but can't change the team's roster or settings.

Permissions matrix

The quick reference below shows which org role can perform which action. Owner can do everything an Admin can do; Admin can do everything a Member can do; Member can do everything a Viewer can do (with exceptions noted).

Assigning org roles

Org role changes happen on the Org members tab of your organization settings.

1. Open Organization settings → Org members in the Salesy dashboard.
2. Find the person you want to change in the members table. The current Owner's row shows a static Owner badge instead of a dropdown — see Transferring ownership for how to move the Owner role.
3. Click the role dropdown in their Role column and pick the new role. The change saves immediately.

What you can pick depends on who you are:

• Owner: can change anyone (except themselves) to Admin, Member, or Viewer, and can transfer ownership.
• Admin: can move people between Member and Viewer. Admin ↔ Member/Viewer transitions are Owner-only.
• Member / Viewer: can't change anyone's role.

When you change a role, the change takes effect immediately. The person whose role changed may need to refresh to see the new UI.

Inviting people with the right role

When you click Invite members in the Org members table, the invite dialog lets you choose what role the invitee will have once they accept.

• Admins can send Member and Viewer invites.
• Only the Owner can send Admin invites. If you're an Admin and you need someone else promoted to Admin, ask the Owner to send the invite or do the promotion after the person joins.

The role you pick is locked in at invite time. If you need to change it later, do it from the Members table after they accept.

Assigning team roles

Team roles live inside each team, not at the org level.

1. Open Organization settings → Teams and click the team you want to manage.
2. In the Team role column next to each member, choose Manager or Member.

Only an org Admin, the Owner, or an existing Team Manager of that team can change team roles.

Transferring ownership

There can only be one Owner per organization. To hand the Owner role to someone else:

1. The current Owner opens Organization settings → Org members.
2. Find the person you want to make Owner in the members table. They must already be in the organization and active. They will typically be an Admin first, though any active Member or Viewer is also allowed.
3. In that person's row, click the actions menu — the three-dot (⋮) button in the rightmost Actions column — and choose Transfer ownership. The actions menu only appears on other members' rows; your own Owner row shows a — instead, which is expected.
4. In the confirmation dialog, type the organization's exact name to enable the Transfer ownership button — this is a deliberate guard to prevent accidental transfers.
5. Click Transfer ownership to complete the handoff.

When the transfer completes:

• The new person becomes Owner immediately.
• The previous Owner is automatically demoted to Admin (so they don't lose access).
• Billing, plan management, and the ability to invite Admins move with the Owner role.

Leaving the org and removing people

• The Owner cannot leave or be removed from the organization until ownership is transferred to someone else.
• Any Admin can remove a Member or Viewer from the organization. Their personal account is preserved, but they immediately lose access to the org's data.
• Removing someone preserves their historical calls and analytics for org-wide reporting.