Permissions and Roles

Control what each team member can see and do inside your Boei account.

How to get there: Click your profile icon (top right) → Team → click a team member to edit their role.

Available Roles

Owner

The account owner. There is one owner per account. They have full access to everything, including billing and the ability to transfer ownership or delete the account.

Admin

Full access to all settings except billing and account deletion. Admins can:

  • Add and remove team members
  • Edit all widgets, chatbots, and FAQs
  • Access all inboxes and analytics
  • Manage integrations

Agent

Inbox-focused role. Agents can:

  • See and reply to conversations assigned to them or unassigned
  • Use saved replies
  • Mark conversations as resolved
  • View contact details

Agents cannot edit widgets, chatbots, or account settings.

Read-Only

View-only access to inboxes and analytics. Read-only roles can:

  • See conversations and contacts
  • View analytics dashboards
  • Export their own view of data

They cannot reply, change settings, or make any modifications.

Inbox Restrictions

You can scope a team member to specific inboxes by selecting which websites or chatbots they can access. This is useful when one team manages billing questions and another manages sales.

Open a team member's settings → Inbox access → tick only the inboxes they need.

Granular Permissions

For finer control, admins and agents have toggles for:

  • Can export data — download CSVs of contacts, conversations, or analytics
  • Can delete conversations — remove threads (admin-only by default)
  • Can manage tags — create and edit conversation tags

Defaults are sensible for each role; adjust per team member when needed.

Changing a Role

  1. Go to Team
  2. Click the team member
  3. Pick a new role from the dropdown
  4. Click Save

Role changes take effect immediately. The team member sees the new permissions on their next page load.