Members and roles
Roles answer one question: who may do what in the organization’s account? The answer follows how teams actually work. The person who pays decides about money and the account’s existence. The people who run the team manage access, settings and integrations. The people who do the work build flows and run calls. And the people who only answer the phone get exactly that — calls transferred to them, and nothing else.
Every member has one role, and it applies in every account the organization owns. The server checks it on every request, from the dashboard and the API alike; the dashboard hides what your role can’t do.
The four roles
Created the organization or was handed it. The only role that touches money and the account’s existence: payments, cards and auto-recharge, buying and releasing numbers, connecting carriers, deleting the account or organization, exporting the account’s data, transferring ownership, and changing members’ roles. Can do everything an Admin can.
Runs the account and the team, without the money. Invites, suspends and removes members; manages API keys and the webhook signing secret; changes account settings; configures phone numbers, webhooks and integrations; manages transfer destinations and members’ teams. Can do everything a Member can.
Does the daily work: flows, prompts, calls, campaigns, schedules, contacts, the Do Not Call list, leads and analytics; reads transcripts, listens to recordings, listens in on and takes over live calls; sees the balance, invoices and costs. Can do everything an Agent can.
Only takes calls. Sets their own availability and answers the calls transferred to them in the dashboard. Agents don’t see call history, flows, contacts or billing — the role is for the people on the phone, not for the people building the agent.
What each role can do
The same table is in the dashboard, under Team → Roles & permissions, with your own role marked. Apps can read it with GET /roles and the caller’s own role and permissions with GET /permissions.
Who changes roles
Only the Owner changes a member’s role, between Admin, Member and Agent. Nobody is made Owner by a role change — ownership is transferred. Admins invite people with any of the three roles but can’t change a role afterwards.
API keys and roles
API keys belong to the account, not to a person: Owners and Admins create and revoke them, and a key acts with the scopes it was given, whoever uses it. Give each integration only the scopes it needs.
Taking calls
Every role can take calls. Whether a transfer rings someone is decided by the flow’s destination, the member’s teams and hours, and their availability — not by role. Suspended members are never rung. See Take calls in the dashboard.
The Team page
Team in the sidebar (organization accounts only — a personal account has no team) has three tabs:
Your own availability — whether you take transferred calls right now — is the You control at the top right of the page.
Inviting someone
Team → Invite to the team
Enter their email and choose Admin, Member or Agent (no one is invited as Owner — ownership is transferred, not granted). Optionally add a title and department for the member list. The person must already have a Talkif login with that email.
Suspending, removing, leaving
- Suspend keeps the member on the list but blocks access until they’re reactivated — the right move for a leaver whose work you still need to audit. Reactivate reverses it.
- Remove takes them out of the organization and all of its accounts. Their user and personal account continue to exist; anything they created in the organization’s account stays there.
- A member can leave on their own. The Owner can’t leave without first transferring ownership.
- The Owner can’t be suspended or removed by anyone; transfer ownership first.
Transferring ownership
The Owner picks an existing active member; that member becomes Owner and the previous Owner becomes an Admin. Do this before an Owner leaves the company — an organization without a reachable Owner can’t change its billing or delete itself without support’s help.