> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Users & roles

> Control who can do what with roles and permissions.

## Overview

Roles decide what each [member](/getting-started/glossary#member) can see and do.
Autocampaign AI comes with five built-in roles and lets you create custom ones.
Manage roles at **Settings → Roles** (`/settings/roles`) and assign them on
**Settings → Users**.

<Info>
  **Time to complete:** \~5 minutes  ·  **Difficulty:** Beginner
</Info>

## Built-in roles

| Role        | Typical use                                                       |
| ----------- | ----------------------------------------------------------------- |
| **Owner**   | Full control, including billing and ownership. One per workspace. |
| **Admin**   | Everything except owner-only actions.                             |
| **Manager** | Runs campaigns, contacts, and inbox; limited settings.            |
| **Agent**   | Handles conversations and day-to-day work.                        |
| **Viewer**  | Read-only access.                                                 |

Built-in roles can't be edited or deleted.

## Assign a role

<Steps>
  <Step title="Open Users → Members">
    Go to **Settings → Users** and find the member.
  </Step>

  <Step title="Change role">
    Click **Change role**, pick a role, and save.
  </Step>
</Steps>

<Note>
  The **Owner** role can't be assigned to others in the app.
</Note>

## Create a custom role

<Steps>
  <Step title="Open Roles">
    Go to **Settings → Roles** and click **Create**.
  </Step>

  <Step title="Name it and set permissions">
    Give the role a **name** and description. Then use the **permission matrix**
    (a grid of checkboxes) to choose whether the role can create, read, update, or
    delete items in each area. Areas include contacts, campaigns, inbox, channels,
    billing, and more.
  </Step>

  <Step title="Save and assign">
    Save the role, then assign it to members from **Users**.
  </Step>
</Steps>

## How permissions work

Permissions are grouped by area (for example, Contacts, Campaigns, Segments, Inbox,
Channels, Billing, Analytics, [API keys](/getting-started/glossary#api-key),
[Webhooks](/getting-started/glossary#webhook)). Most offer the standard
create / read / update / delete actions, plus a few special ones (like send or
pause a campaign, reply or assign in the inbox). The screens you see adapt to your
permissions — actions you can't perform are hidden or greyed out.

## FAQ

<AccordionGroup>
  <Accordion title="Can I edit a built-in role?">
    No. Built-in roles are fixed. Create a custom role if you need different
    permissions.
  </Accordion>

  <Accordion title="Can I delete a role that has members?">
    Not until you reassign those members to another role.
  </Accordion>

  <Accordion title="How do I give someone billing access without full admin?">
    Create a custom role that grants billing read and manage, plus the other areas
    you want, then assign it.
  </Accordion>
</AccordionGroup>

<Card title="Invite your team" icon="user-plus" href="/getting-started/invite-team">
  Add members and assign roles.
</Card>