> For the complete documentation index, see [llms.txt](https://polser.gitbook.io/polser-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://polser.gitbook.io/polser-docs/admin/roles-and-permissions.md).

# Roles & Permissions

## How it works

Every person in your workspace is either an admin or a team member. Admins have full access to workspace settings, user management, and integrations. Team members focus on conversations — they can use the inbox, labels, and their own account settings, but cannot change how the workspace is configured.

### Settings access

#### What admins can see

Admins see the full Settings menu, including:

* **Business profile** — Manage your company name, description, website, and other business details.
* **Labels** — Create and edit labels used to organize conversations and contacts.
* **Users** — Invite new team members, change roles (admin ↔ member), see which WhatsApp numbers are assigned to each member, and deactivate or restore users.
* **Admin tools** — Choose the main language for the workspace, decide whether members see all WhatsApp numbers or only the ones assigned to them, and export contacts.
* **My account** — Manage their own profile (name, language, etc.).

#### What team members can see

Team members see only two sections in Settings:

* **My account**
* **Labels**

> If a team member tries to open any other Settings section by URL, they will be redirected to My account.

***

### Inbox and WhatsApp numbers

#### What admins can do

* See all WhatsApp numbers connected to the workspace.
* Assign specific numbers to individual team members.
* Choose a visibility rule in **Settings → Admin tools**:
  * *"Members see all numbers"* — every member sees every number.
  * *"Members only see assigned numbers"* — members only see the numbers assigned to them.

#### What team members can do

* See conversations for the WhatsApp numbers they are allowed to see, based on the visibility rule set by an admin.
* If a member has no numbers assigned and the rule is set to "assigned only," Polser's app will show a message asking them to contact an admin.

***

### Main web section

Some pages in the main sidebar are visible only to admins:

* **Integrations** — Integration settings can affect how Polser connects with your other tools, so access is limited to admins to avoid accidental misconfiguration.

Team members will not see these entries in the sidebar and cannot access them.

***

### Managing roles

Only admins can:

* Promote a team member to admin.
* Demote an admin to team member.
* Deactivate or restore users.

**Safety check:** You cannot demote or deactivate the last remaining admin in a workspace. Polser ensures there is always at least one person who can manage users and settings.

***

### Quick reference

| Action                                   | Admin | Team member |
| ---------------------------------------- | ----- | ----------- |
| Use the inbox and reply to conversations | ✅     | ✅           |
| Manage own account settings              | ✅     | ✅           |
| Create and edit labels                   | ✅     | ✅           |
| Edit business profile                    | ✅     | ❌           |
| Invite or deactivate users               | ✅     | ❌           |
| Change roles (admin ↔ member)            | ✅     | ❌           |
| Assign WhatsApp numbers to members       | ✅     | ❌           |
| Set workspace language                   | ✅     | ❌           |
| Export contacts                          | ✅     | ❌           |
| Access Integrations page                 | ✅     | ❌           |