Permissions and Roles

Written By Clerk Chat

Last updated 18 days ago

How can I manage user permissions and roles within Clerk Chat?

Permissions can be managed from the Members page under Settings. Refer to the video below for reference on team management.

Roles & Permissions

Roles determine what each teammate can access in Clerk Chat. Assign the lowest role that still allows someone to do their job.

Role hierarchy: Workspace Owner → Admin → Manager → Agent → Member

Role overview

Workspace Owner

Full workspace access.

  • Manage billing, workspace settings, and API keys

  • Add/remove teammates and change roles

  • Configure all inboxes (public + private)

  • Manage attributes, opt-outs, and restricted words

  • View analytics and export inbox logs

  • Delete conversations and individual messages (only role)

Admin

Operational access without API keys.

  • Manage billing and workspace settings (no API keys)

  • Add/remove teammates and change roles

  • Configure all inboxes (public + private)

  • Manage attributes, opt-outs, and restricted words

  • Delete conversations (not individual messages)

  • View analytics and export inbox logs

Cannot: create API keys, delete individual messages, send/view inbox messages

Manager

Team lead for inbox operations.

  • Configure public + private inboxes

  • Manage attributes and opt-outs

  • Send and view inbox messages

  • Update contacts and scheduled messages

  • Delete conversations

  • View analytics

Cannot: manage billing, feature flags, export logs, or remove/change teammate roles

Agent

Day-to-day support role.

  • Work in public inboxes (send/view messages)

  • Update contacts and scheduled messages

  • Update attributes (if enabled)

  • Delete conversations

  • Invite teammates (cannot remove or change roles)

Cannot: access private inboxes, manage inbox setup, or view analytics

Member

Basic access.

  • Work in public inboxes (send/view messages)

  • Update contacts and scheduled messages

  • View opt-outs

Cannot: invite teammates, delete conversations, or manage attributes/inboxes

Quick comparison

Workspace Owner

Admin

Manager

Agent

Member

Billing & API keys

✅ Billing + keys

✅ Billing only

—

—

—

Manage teammates & roles

✅

✅

Add only

Add only

—

Private inbox access

✅

✅

✅

—

—

Send/view messages

✅

—

✅

✅

✅

Delete conversations

✅

✅

✅

✅

—

Delete individual messages

✅

—

—

—

—

Analytics

✅

✅

✅

—

—

What steps should I take if a user is unable to access certain features due to permission issues?

You can change the permission level for a user from the Members page. Click on Settings.

Click on Members

Click on the Access level dropdown and select the permission level.

All of my users can see my contacts, how can I make them private?

You can make contacts private on the Team info page. Public inboxes are visible to all, while private inboxes are visible only to those assigned to them. Click on Settings & click on Team info.

Select the contacts drop down and choose Team or Private

Is it possible for all users, including admin, to have one phone number where all users receive the same text messages?

Yes, you can assign multiple users to an inbox. Go to the Members section in Settings and assign users to the same inbox. However, an Admin is not able to view messages.

Admin Seat Policy

  • For accounts with fewer than 5 seats, the admin counts as a paid seat.

  • For accounts with 5+ seats, 1 admin seat is free.

  • Additional admins beyond that will require paid seats — no unlimited free admins