This page is only visible when the account has agency access enabled and your role allows editing member permissions.
Who This Affects
This setting applies to every member of the account who is not an agency member — including the account owner. If the account owner does not have agency-level access, they are subject to the same restrictions set here. Agency members always retain their elevated access regardless of what is configured on this page.What You Configure
The permission matrix controls access across all major areas of the account for non-agency members:- Daily operations — conversations and tasks
- Agents — general settings, prompts, knowledge, tools, call flow, analytics, notifications, and knowledge bases
- Deploy — telephony, phone numbers, SIP trunks, compliance profiles, campaigns, and contacts
- Account & Settings — settings, members, subaccounts, trust center, schedules, developer tools, billing, and usage
How It Relates To Other Pages
| Page | What it controls |
|---|---|
| Agency Settings | What non-agency members can access in this account |
| Members | Who is invited and what role they have |
| Subaccounts | Isolated child accounts with their own data boundaries |
Recommended Workflow
Set permissions before inviting members
Open Settings → Agency and configure access levels before sending invitations — members receive the permissions in effect at the time they accept.
Next Steps
Team Management
Invite members and manage account roles
Subaccounts
Configure isolated child accounts, billing, and hierarchy
Accounts Overview
Review how accounts, subaccounts, and agency access fit together
Trust Center
Manage privacy and governance for your accounts