User Roles

To configure a custom set of permissions, use Company → Roles & permissions. Creating and assigning custom roles for the company and spaces is described in a separate guide: . When to refer to this ar

Updated September 19, 20262 min

To configure a custom set of permissions, use Company → Roles & permissions. Creating and assigning custom roles for the company and spaces is described in a separate guide:

Custom roles — company and space permissions.

When to refer to this article

Adding a new employee and choosing a role for them

It is unclear why one user sees Spaces and another does not

You need to increase or decrease the access level of an existing employee

Rights Matrix

Notes:

Buyer sees only their own campaigns and analytics in Tracker. They cannot see others.

Operator has no rights at the company level. Access appears only after being added to a Space with one of the 7 roles inside the Space — see Managing users and roles within a Space (separate hierarchy).

Admin — almost like Owner, but has no access to Spaces by default and cannot delete the Owner.

Details about each role

Owner

Company creator. Full access to everything: settings, billing, users, Spaces, Tracker. There is only one Owner. The Owner cannot be deleted via the interface.

Admin

Company administrator. Access to settings, users, billing, Tracker. No access to Spaces by default — granted separately. Cannot delete the Owner.

Suitable for a "technical admin" who manages infrastructure, not chats.

Operator

An employee who works with chats in the CRM. There are no rights at the company level — this is expected. Access appears after being added to a Space with a role within the Space.

One operator can be in several Spaces with different rights.

Buyer

Launches advertising campaigns. Access only to Tracker. Sees only their own campaigns and their own analytics.

Typical for media buyers: everyone sees their own results, not others' campaigns.

Buyer Team Lead

Buyer Team Lead: can view and edit team campaigns, and view general statistics.

Read more about the separation — Buyers — Buyers and Team Leads.

Managing users and roles within a Space

To configure a custom set of permissions, use Company → Roles & permissions. Creating and assigning custom roles for the company and spaces are described in a separate instruction: . Main points If th

How to Invite Users

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat). Before you start Decide in

Security

Security in Chatterfy means properly assigned access rights plus monitoring actions through the log. The broader an employee’s permissions, the more data and sections they can see. This article is not

Buyers — Buyers and Team Leads

Buyers is a Tracker subsection for managing buyer teams: assigning buyers to a Buyer Team Lead and checking group membership. The Buyer and Buyer Team Lead roles, as a company account type, are set on

Was this article helpful?