> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# User Roles and Permissions in LeadTruffle

## Overview

LeadTruffle allows you to invite teammates and assign them different **roles** based on how much access they need.

Roles help ensure that team members can **work leads and conversations** while limiting access to sensitive settings like billing, API keys, and teammate management.

There are **three user roles** available in LeadTruffle:

* **Administrator**
* **Manager**
* **User**

Each role has a different level of permissions within the workspace.

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## Role Breakdown

## Administrator

Administrators have **full access to the account**. This role is typically used for business owners, account administrators, or agency operators managing the workspace.

Administrators can manage billing, teammates, API keys, lead routing, and all workspace settings.

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## Manager

Managers can **run the workspace and manage leads**, but they cannot modify certain critical account settings.

This role works well for **office managers, operations managers, or team leads** who oversee leads and conversations but should not control account-level settings.

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## User

Users are standard team members who primarily **work leads and conversations**.

This role is best for **sales reps, dispatchers, or support staff** who need access to the inbox but should not modify system settings.

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## Permissions by Role

| Permission | Administrator | Manager | User |
| --- | --- | --- | --- |
| Use inbox, leads, and conversations | ✅ Yes | ✅ Yes | ✅ Yes |
| View subscription usage and plan details | ✅ Yes | ✅ Yes | ✅ Yes |
| Update billing settings and plan choices | ✅ Yes | ✅ Yes | ❌ No |
| Manage API keys | ✅ Yes | ❌ No | ❌ No |
| See agency joining code | ✅ Yes | ❌ No | ❌ No |
| Invite new teammates | ✅ Yes | ✅ Yes | ❌ No |
| Edit forwarding and click-to-call settings | ✅ Yes | ✅ Yes | ❌ No |
| Edit company, email, and lead routing settings | ✅ Yes | ✅ Yes | ❌ No |
| Change lead assignments | ✅ Yes | ✅ Yes | ❌ No |
| Delete leads | ✅ Yes | ✅ Yes | ❌ No |
| Edit teammate details and roles | ✅ Yes | ❌ No | ❌ No |
| Disable or re-enable teammates | ✅ Yes | ❌ No | ❌ No |

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## Choosing the Right Role

A simple guideline when assigning roles:

* **Administrator:** Owners or account administrators who manage the entire workspace
* **Manager:** Team leads or operations managers who oversee leads and conversations
* **User:** Sales reps, dispatchers, or support staff working directly with leads

Assign roles based on **how much control each teammate should have inside your LeadTruffle workspace**.

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Need help? Contact us at [[email protected]](/cdn-cgi/l/email-protection#0e7d7b7e7e617c7a4e626b6f6a7a7c7b6868626b206d6163) or message the team via the Intercom chat on this article or in-app.