Roles and permissions
What each role can do, custom roles, and per-person permissions.
Updated 23 September 2026
Built-in roles
Admin: everything, including billing, API keys and team management.
Manager: everything except billing and API keys.
Member: works their own assigned campaigns, conversations, tasks and recordings. Can’t delete campaigns or leads, manage settings or buy numbers.
Viewer: read-only access to what’s assigned to them.
Change someone’s role
In Settings → Team, use the role menu on the member’s row. Click the permissions icon to fine-tune what one person can do. Anything different from their role is marked Custom. Then click Save permissions.
Custom roles
In the Roles card, click New role, name it (for example “SDR”), set permissions for each area of Leadey, and click Save role. New roles start from Member’s permissions.
Access. If you don’t see this tab, your role doesn’t include it. Ask an admin in your workspace.
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