Understanding Roles and Permissions
Asen Levov
Last Update a year ago
Roles and permissions in PolygrAI let you control who can perform which actions on your team account. This framework protects sensitive settings and ensures each user has exactly the access they need.
Default Roles
By default every team includes two built-in roles
Owner
This highest-level role grants full administrative control. Owners can manage billing settings invite and remove members and configure all aspects of the team.
Member
Members have access to core interview and campaign features but cannot modify billing large-scale settings or other users’ roles.
Role Hierarchy
Roles follow a strict hierarchy. An Owner can change the role of any Member. A Member cannot alter an Owner’s role. This hierarchy ensures that only trusted administrators can grant or revoke high-level privileges.
Key Permissions
Each permission on one line with owner/member and a short description:
• billing.manage (Owner only): View and update subscription and payment details.
• members.manage (Owner only): Add remove or change roles of team members.
• invites.manage (Owner and Member): Send view or cancel invitations for new members.
• roles.manage (Owner only): Create or edit custom roles for other users.
• settings.manage (Owner and Member): Modify general team settings such as name and avatar.
Custom Roles
If the default roles do not meet your needs you can create custom roles with a tailored set of permissions. For example you might define a “Billing Manager” role with only billing.manage rights. To set up or modify custom roles please reach out to our support team for guidance.
Best Practices
Review roles periodically to ensure access remains appropriate
Limit administrative duties to a small group of trusted users
Use custom roles to delegate specialized tasks without exposing sensitive settings
Communicate role responsibilities clearly so every team member understands their scope of access