Which roles does Agent Studio have?#
Every account has an Owner, Admins who run everything, and Users who open the areas you choose. Custom roles and agency staff access sit on top of those.
| Role | What they open | Who sets it |
|---|---|---|
| Owner | Every area and every record, plus the team. An agency is Owner of its own sub-accounts. | The account itself |
| Admin | Every area and every record, plus the team | Owner or an Admin |
| User | Only the areas ticked for them, optionally view only or assigned only | Owner, an Admin, or a User with Team |
| Custom role | The areas the role defines, kept in sync for everyone on it | Owner or an Admin |
| Agency staff | Client sub-accounts you grant, with the role you choose there | The agency owner |
How do I invite a teammate?#
Send an invite from Settings → Team. The teammate gets an email with a link that works for 7 days, and the moment they accept they land in the account with the access you set.
Invite and set access
Step 1: Open Team
Go to CRM settings → Team. Members, open invites and roles all live on this page.Open TeamStep 2: Fill in Invite a teammate
Enter their email and name, then choose Admin, a User with the areas they open, or a Custom role.Step 3: Set the limits
In the permission matrix, mark areas View only where they read but never change, and Only assigned to them where they work their own records.Step 4: Send the invite
Press Send invite. The invite waits under Open invites with Send again and Revoke, and the link shows on screen too, so you can share it directly.
Which areas can I turn on or off for each person?#
Sixteen areas, each switched on or off per person: Contacts and tasks, Conversations, Opportunities and pipelines, Calendars, Payments, Marketing, Sites, funnels and forms, Automations, Documents, Reputation, Social planner, Memberships and courses, Affiliate manager, Dashboard and reporting, Settings, and Team.
Available on Contacts, Opportunities, Conversations, Reputation, Social planner and Sites. A rep limited to their own contacts also sees only the appointments, invoices, documents, campaign recipients and dashboard numbers about those contacts.
Records a limited rep creates are assigned to them automatically, and every campaign they send reaches their own contacts and nobody else's.
The person opens the area and reads everything in it. Any change gets a clear message that they can view it but not change it, with a pointer to an account admin.
Owners and Admins are never view only. A manager who only views an area hands out view access to it and nothing more.
How do I create custom roles?#
Press New role under Roles on the Team page, name it, describe it, and tick the areas it opens. Create one for each job on your team, up to 50 per account.
- Edit a role and everyone on it picks up the change on their next click.
- Invites can carry a role, and the invite email names it.
- A role someone holds stays protected from deletion until you move its members to another role.
How do I give agency staff access to client sub-accounts?#
In your agency's own account, open a teammate's Edit access and set Sub-account access. They work inside client accounts with one login and no separate invite per client.
| Choice | What the staff member opens |
|---|---|
| Only this account | Your agency account and nothing else |
| Every sub-account, including new ones | Every client, plus each client you add later |
| The sub-accounts I choose | The client accounts you tick |
Pick the role and Areas they open in each sub-account in the same dialog. Staff appear in each client's assignee picker as "Agency staff" with their role, and suspending them in your agency ends their client access on their next request.
Can workflows manage my team?#
Yes. The Invite Team Member step sends an invite with a role and areas, into your account or a sub-account you own. Triggers fire when a team member joins, is removed or leaves, changes role, or is suspended, so onboarding checklists and access reviews run on their own.
Roles reach into every client sub-account. See how account data is protected in security and privacy.