Roles

Leader24 uses a role system to control access to features.

Permissions Table

| Feature | Owner | Admin | Member | |---------|-------|-------|--------| | Dashboard | Yes | Yes | Yes | | View conversations | Yes | Yes | Assigned only | | Create agents | Yes | Yes | No | | Edit agents | Yes | Yes | No | | Delete agents | Yes | Yes | No | | Connect WhatsApp | Yes | Yes | No | | Manage widget | Yes | Yes | No | | View leads | Yes | Yes | Assigned only | | Export leads | Yes | Yes | No | | Invite members | Yes | Yes | No | | Edit roles | Yes | No | No | | Remove members | Yes | Members only | No | | Organization settings | Yes | Yes | No | | Delete organization | Yes | No | No | | Billing | Yes | No | No |

Owner

The Owner is the organization owner:

• Has all permissions
• Only one who can delete organization
• Manages billing
• Only one who can change roles

Admin

Admins manage daily operations:

• Create and manage agents
• Invite new members
• Full access to conversations and leads
• Can only remove Members (not other Admins)
• Cannot change roles
• Cannot delete organization

Member

Members have limited access:

• See only assigned agents
• Access to assigned agent conversations
• Cannot modify configurations
• Cannot see Invitations tab
• Ideal for operators and support

Change Role

Only the Owner can change roles:

1. Go to Organization > Members
2. Find member
3. Click on actions menu
4. Select Edit Role
5. Choose new role

Best Practices

• Limit number of Admins
• Use Member for operators
• Periodically review permissions
• Remove inactive users