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SettingsRoles & Permissions

Roles & Permissions

Roles define what each team member can see and do in your workspace. Aeternitychat uses a granular permission system that combines role-based access with billing eligibility.

Default Roles

Your workspace comes with pre-configured roles. You can use them as-is or create custom roles.

Creating Custom Roles

  1. Go to Settings > Roles
  2. Click Create Role
  3. Name the role
  4. Configure permissions for each feature area
  5. Save

Permission Areas

PermissionControls
ContactView and manage customers
CampaignCreate and send campaigns
WorkflowBuild and manage workflows
SequenceCreate and manage sequences
AnalyticsAccess insights and reports
MediaUpload and manage media
TeamManage team members
BillingAccess billing and plan settings
DeveloperAPI keys and webhooks
WorkspaceWorkspace settings and channel configuration
OrganisationOrganization-level settings and roles

Permission States

Each permission can be in one of three states:

StateMeaning
GrantedThe member has access
Denied (role)Blocked by their role configuration
Denied (billing)Feature not available on the current plan

Some features are only available on certain billing plans. Even if a role grants permission, the feature won’t be accessible if your plan doesn’t include it.

Assigning Roles

Roles are assigned when inviting a member or by editing an existing member’s role from the Members page.