--- title: "User Roles and Their Permissions" description: "This guide clarifies the permissions granted to each user role within OnceHub: Account Owner, Administrator, Team Manager, and Member." url: "https://help.staticso2.com/account-administration/user-management/user-roles-and-their-permissions" --- This guide clarifies the permissions granted to each user role within OnceHub: Account Owner, Administrator, Team Manager, and Member. Each section details specific functionalities, summarized in easy to understand tables. *** ## The Account Owner: Ultimate Control [Section titled “The Account Owner: Ultimate Control”](#the-account-owner-ultimate-control) The Account Owner holds the highest level of access and permissions in OnceHub. While possessing all Administrator capabilities, they also have exclusive rights: * **Account Deletion:** Only the Account Owner can permanently delete the OnceHub account. * **Ownership Transfer:** The Account Owner can transfer their role to another user within the account. Upon transfer, the previous Account Owner becomes an Administrator. * **Non-Transferable Role:** No other user can transfer account ownership, ensuring the Account Owner maintains control until a formal transfer. These privileges allow the Account Owner to maintain overall authority while delegating responsibilities for operational efficiency. *** ## Subscription Management [Section titled “Subscription Management”](#subscription-management) Administrators have full access to manage and alter subscription plans, purchase seats, and add SMS credits, while Team Managers and Members can not make any changes. | **Role** | **Manage Subscriptions** | **Purchase Seats** | **Purchase SMS Credits** | | ----------------- | ------------------------ | ------------------ | ------------------------ | | **Administrator** | Yes | Yes | Yes | | **Team Manager** | No | No | No | | **Member** | No | No | No | *** ## Seats Management [Section titled “Seats Management”](#seats-management) Seat management permissions control the allocation and removal of seats within the platform. | **Role** | **Assign Seats** | **Unassign Seats** | **Purchase Additional Seats** | | ----------------- | ---------------- | ------------------ | ----------------------------- | | **Administrator** | Yes | Yes | Yes | | **Team Manager** | Yes (team only) | Yes (team only) | No | | **Member** | No | No | No | **Key Notes:** Team Managers can manage seats for their team members only. Members cannot assign or manage seats. *** ## User Management Permissions [Section titled “User Management Permissions”](#user-management-permissions) User management permissions encompass editing roles, assigning team managers, and transferring ownership, as detailed below. | **Role** | **View All Users** | **Edit User Roles** | **Assign Team Manager Role** | **Delete Users** | | ----------------- | ------------------ | ------------------- | ---------------------------- | ---------------- | | **Administrator** | Yes | Yes | Yes | Yes | | **Team Manager** | Only team members | No | No | No | | **Member** | No | No | No | No | **Key Notes:** Administrators manage roles, Team Managers handle teams, and Members have no user management permissions. ## Contact Management Permissions [Section titled “Contact Management Permissions”](#contact-management-permissions) Contact management permissions define the level of access users have to view, edit, and manage guest contact records within OnceHub. | **Role** | **View All Contacts** | **Edit or Manage Contact Details** | **Delete Contact** | | ----------------- | ------------------------------------- | ---------------------------------- | ------------------ | | **Administrator** | Yes (all contacts across the account) | Yes | Yes | | **Team Manager** | Yes (team only) | Yes (team only) | No | | **Member** | Only contacts they own | Only contacts they own | No | *** ## Integrations [Section titled “Integrations”](#integrations) Users can connect and manage integrations, but with varying levels of access based on their role. | **Role** | **Connect Integrations** | **Manage Settings** | **Disconnect Integrations** | | ----------------- | ---------------------------------- | ------------------- | ---------------------------------- | | **Administrator** | Yes (own and account integrations) | Yes | Yes (own and account integrations) | | **Team Manager** | Yes (own only) | Yes (team only) | Yes (own only) | | **Member** | Yes (own only) | Yes (own only) | Yes (own only) | **Key Notes:** Members can manage their personal integrations but cannot alter settings or disconnect integrations for others. *** ## Booking Calendars Permissions [Section titled “Booking Calendars Permissions”](#booking-calendars-permissions) Booking calendar permissions dictate who can create and manage calendars, including team-specific usage, as detailed below. | **Role** | **Create Calendars** | **Edit Calendars** | **Delete Calendars** | **Set Hosts** | | ----------------- | -------------------- | ------------------ | -------------------- | --------------- | | **Administrator** | Yes | Yes | Yes | Yes | | **Team Manager** | Yes | Yes | Yes (team only) | Yes (team only) | | **Member** | Yes | Yes (own only) | Yes (only own) | No | **Key Notes:** Administrators have unrestricted access. Team Managers can work on calendars within their team, while Members are limited to their personal ones. *** ## Chatbots Permissions [Section titled “Chatbots Permissions”](#chatbots-permissions) Chatbot permissions determine which roles can create, edit, and publish bots. | **Role** | **Create Chatbots** | **Edit Chatbots** | **Publish Chatbots** | **Delete Chatbots** | | ----------------- | ------------------- | ----------------- | -------------------- | ------------------- | | **Administrator** | Yes | Yes | Yes | Yes | | **Team Manager** | Yes (team only) | Yes (team only) | Yes (team only) | Yes (team only) | | **Member** | Only own | Only own | Only own | Only own | **Key Notes:** Administrators need to give Team Managers and Members access to Chatbots to be able to work with them. *** ## Routing Forms Permissions [Section titled “Routing Forms Permissions”](#routing-forms-permissions) Routing form permissions cover who can create, edit, and publish forms for user workflows. | **Role** | **Create Forms** | **Edit Forms (Team)** | **Publish Forms** | **Delete Forms** | | ----------------------- | ---------------- | --------------------- | ----------------- | ---------------- | | **Administrator** | Yes | Yes | Yes | Yes | | **Team Manager** | Yes (team only) | Yes (team only) | Yes (team only) | Yes (team only) | | **Requires permission** | Only own | Only own | Only own | Only own | **Key Notes:** Administrators need to give Team Managers and Members access to Chatbots to be able to work with them. *** ## Final Notes [Section titled “Final Notes”](#final-notes) * **Role-specific Functionality:** Always consider team-specific roles when granting permissions. Team Managers control their teams, but cannot access areas outside of their scope. * **Support:** For any adjustments or unique setup needs, reach out to your account administrator or technical support. *** ## Phone Booking Recording Permissions [Section titled “Phone Booking Recording Permissions”](#phone-booking-recording-permissions) A User’s role determines which Phone Call recordings in Activities they are able to access. | **Role** | **Playback Recording** | **Download Recording** | **View Transcript Summary** | | ----------------- | ---------------------- | ---------------------- | --------------------------- | | **Administrator** | All | All | All | | **Team Manager** | Only own | Only own | Only own | | **Member** | Only own | Only own | Only own |