Roles and permissions
Everyone on your Bectify team has one of three roles: Owner, Admin or Member. The role decides what that person can change. You can see each person's role in Settings › Team.
Owner
Every account has one owner. The owner can do everything an admin can, and is the only one who can:
- invite team members, remove them and change their roles
- revoke a pending invitation
- change or cancel the plan, add or update the payment card, and buy extra credits
- submit the business tax and brand details used for text message registration
The owner's own role cannot be changed or removed from the Team page.
Admin
An admin can do everything a member can, and can also:
- choose who gets notifications, and add or remove notification phone numbers and email addresses
- change your receptionist's name, greeting, tone and instructions
- set up Call routing on your receptionist's page
- change services and prices, automatic text messages and booking availability
- delete conversations from the Inbox
- connect Facebook and Instagram channels and manage WhatsApp message templates
- in Mexico, manage the documents in Settings › Number & documents
Member
A member can use the portal day to day: read and reply to conversations, work with leads, contacts and the calendar, and submit support tickets. A member can also teach your receptionist about your business (context, FAQs and documents), but can't change its other settings. A member can see the Team page but can't change it.
What everyone can do
Every person can change their own name, phone number, password and portal language. These only affect that person.
Change someone's role
Only the owner can do this.
- Open Settings.
- Choose Team.
- Find the person and use the role menu next to their name.
- Choose Admin or Member.
Seats
The number of people you can have depends on your plan. Everyone on the team, including the owner, uses one seat, and so does every pending invitation. See "Usage limits".
Change the owner
The portal has no screen for moving ownership to another person. If the owner needs to change, submit a ticket from Support.