What permissions do the Member and Admin roles have?

Object

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Accounts

Create and manage accounts

✅

✅ Write

⛔ Delete

✅

✅ Write, ✅ Delete

Contacts

View and manage contacts

✅

✅ Write

⛔ Delete

✅

✅ Write, ✅ Delete

Issues

View and manage issues

✅

✅ Reply, ✅ Note

⛔ Delete

✅

✅ Reply, ✅ Note, ✅ Delete

Tasks

View and manage tasks and projects

✅

✅ Write

✅

✅ Write

Call Recordings

View, manage call recordings

✅

⛔ Delete

✅

✅ Delete

Feature Requests

View and manage feature requests

✅

✅ Write

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Workspace

View and edit workspace settings

⛔

⛔

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Users

View and edit user settings

✅

✅ Write

✅

✅ Write

Teams

View and edit team settings

✅

✅ Write

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Analytics

View analytics

✅

✅ Write

✅

✅ Write

Reports

View and manage reports

✅

✅ Write

✅

✅ Write

Broadcasts

View, create, and manage broadcasts

✅

✅ Write

✅

✅ Write

Apps

View, manage, and install apps

⛔

⛔

✅

✅ Write

AI Agents

View, create and manage AI agents

✅

✅ Write

✅

✅ Write

Ask AI

Use and share Ask AI queries

✅

✅ Write

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Email

View and edit email settings

✅

✅ Write

✅

✅ Write

Chat Widget

View and edit chat widget settings

✅

✅ Write

✅

✅ Write

Support Workflows

View and edit support workflows and settings

✅

✅ Write

✅

✅ Write

Operations Automation

View and edit welcome message, bookmarks, and channel membership settings

✅

✅ Write

✅

✅ Write

Forms

View and edit forms

✅

✅ Write

✅

✅ Write

Customer Portal

View and edit customer portal settings

✅

✅ Write

✅

✅ Write

Triggers

View and edit triggers

✅

✅ Write

✅

✅ Write

Macros

View and edit macros

✅

✅ Write

✅

✅ Write

Issue Custom Fields

Manage issue custom field definitions in settings

✅

✅ Write

✅

✅ Write

Account Custom Fields

Manage account custom field definitions in settings

✅

✅ Write

✅

✅ Write

Contact Custom Fields

Manage contact custom field definitions in settings

✅

✅ Write

✅

✅ Write

Issue Tags

Manage issue tag definitions in settings

✅

✅ Write

✅

✅ Write

Account Tags

Manage account tag definitions in settings

✅

✅ Write

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

Articles & Collections

View and edit knowledge base articles and collections

✅

✅ Write

✅

✅ Write

Admin Settings

Publish articles, and manage sensitive settings (e.g. custom domains)

✅

⛔

✅

✅ Write

Description

Member (read)

Member (write)

Admin (read)

Admin (write)

API Tokens

Create and manage API tokens

⛔

⛔

✅

✅ Write

Custom Apps

Create and manage custom apps

⛔

⛔

✅

✅ Write

Webhooks

Create and manage webhooks

✅

✅ Write

✅

✅ Write

Warehouse Sync

Create and manage warehouse syncs

✅

✅ Write

✅

✅ Write

MCP Access

Allow access to the Pylon MCP

N/A

✅ Enable

N/A

✅ Enable