Roles and permissions

Vocily uses roles to decide what each person can do. Roles are organization-level, and some roles can also be limited to specific workspaces. Vocily only makes the actions and information available to people with the required permissions. Some controls may be hidden or disabled based on a person’s role and workspace access.

Roles

Role	What they can do
Owner	Full access, including billing changes, organization settings, API keys, members, workspaces, renting and releasing phone numbers, compliance filings, and organization deletion.
Admin	Manage members, workspaces, carrier accounts, and the organization’s phone numbers, plus everything a Member can do. Admins can access every workspace.
Member	Build and manage agents, knowledge, tools, calls, batches, widgets, analytics, WhatsApp, and WhatsApp campaigns in assigned workspaces. Members can attach an agent to a number already assigned to their workspace, and can see their workspace’s billing transactions.
Viewer	Read-only access to agents, knowledge, tools, phone numbers, batches, widgets, and aggregate analytics. Viewers cannot edit, access raw call recordings/transcripts, or access raw WhatsApp messages. In Billing they see only their workspace’s transactions.

Phone numbers

Phone numbers are owned by the organization, so managing them is an organization-level permission rather than a workspace one.

Action	Owner	Admin	Member	Viewer
See the numbers assigned to a workspace	Yes	Yes	Yes	Yes
Attach an agent to a number in that workspace	Yes	Yes	Yes	No
Connect or disconnect a carrier account	Yes	Yes	No	No
Import a number, assign, unassign, transfer	Yes	Yes	No	No
Rent a number, release a rented number	Yes	No	No	No
File a compliance application	Yes	No	No	No

The last two are Owner-only for the same reason: renting and releasing spend real money on Vocily’s provider account - and releasing cannot be undone - while a compliance application is a legal statement made in your business’s name with its certificates attached. Allocating a number that already exists changes nothing about money or legal identity, so it stays with Admins.

Workspace access

Owners and Admins are organization-wide. They can access every workspace in the organization. Members and Viewers are workspace-scoped. When inviting or editing them, choose which workspaces they can access. The workspace switcher only shows workspaces available to the current user.

Invite teammates

From Settings → Members, you can invite teammates by email. When sending an invite:

Choose a role: Admin, Member, or Viewer.
For Members and Viewers, choose at least one workspace.
Invites expire after seven days.

The invited person must sign in or sign up with the invited email address before joining the organization.

Change roles

Changing a role can change both permissions and workspace scope.

Promoting a Member or Viewer to Admin makes them organization-wide.
Demoting an Admin to Member or Viewer makes them workspace-scoped.
Changing a Viewer to a build-capable role uses a member seat.
Changing a Member or Admin to Viewer frees a member seat.
Only an existing Owner can grant the Owner role. The organization must always retain at least one Owner.

Member and workspace limits

Every organization includes unlimited members and 5 workspaces; there is no plan to upgrade. Viewers are always free. If you need more than 5 workspaces, talk to us about an Enterprise agreement from Billing.

What’s next

Review account structure in Account and workspace.
Review billing in Billing.

Get Started

Building Agents

Test

Conversations

Call Campaigns

Integrations

Phone Numbers

WhatsApp

Account & Workspace