# Understanding the 4 Predefined Organization Roles in Doubletick When you add people to your DoubleTick account, every person gets an Organization Role. This role decides what they can see and do at the account level — things like managing your team, accessing billing, setting up integrations, and viewing analytics. DoubleTick gives you four default Organization Roles right out of the box. Let's walk through each one — who it's for and exactly what they can do.
#### **1. Owner** The Owner is the most powerful role on DoubleTick. There are no restrictions — an Owner has full access to every setting, every report, and every tool on the platform. Best suited for: Business owners, account admins, billing and finance teams, and anyone responsible for technical setup and integrations. **What an Owner can do:** **Team and User Management** * Add, update, and delete team members * Manage roles across the account **Billing, Subscription and Wallet** * View and update billing details * Download invoices (wallet and subscription) * Manage wallet **Integrations and API Access** * Add, connect, and disconnect integrations * Create and view API keys **Channels and Communication** * Create public channels * Manage channels and channel access **Customer and Segment Data** * View all customer records and phone numbers * Delete customer records * Create, update, and delete customer notes **Admin and Security** * Add, read, and delete webhooks * Configure SSO authentication * Access audit logs * Access the full analytics and reports dashboard * Create and delete analytics widgets *** #### **2. Team Lead** The Team Lead role is built for managers and supervisors. They have broad access to day-to-day operations but cannot touch billing, API keys, or high-level security settings. Best suited for: Sales and support managers, operations supervisors, campaign managers, and pre-sales leads. **What a Team Lead can do:** **Team Management** * Add, update, and delete team members **Customer Operations** * View all customer records and phone numbers * Export segment customers * Assign and reassign chats * Create, update, and delete customer notes **Analytics and Reporting** * Access enterprise analytics * Create, edit, and delete analytics widgets **Channels** * Create public channels * Manage channels and channel access **Wallet and Webhooks** * Manage wallet * Add, read, and delete webhooks **Integrations** * View integrations **What a Team Lead cannot do:** * Manage billing or subscriptions * Download invoices * Create API keys * Configure SSO * Access audit logs * Delete customer records *** #### **3. Team Member** The Team Member role is your standard agent role. It is built for people who need to handle conversations and work with customers every day — without access to anything administrative. Best suited for: Sales agents, customer support staff, pre-sales coordinators, and operations team members. **What a Team Member can do:** **Customer Communications** * Reassign chats * Create, update, and delete customer notes * Edit and read custom chat fields **Channels and Collaboration** * Create public channels * Manage channels they have created **Visibility and Read Access** * View team members and organisation structure * View integrations (read-only) **What a Team Member cannot do:** * Add or delete team members * Access analytics or reports * Manage billing or wallet * Manage webhooks or API keys * Manage roles or security settings *** #### **4. Team Member (Assigned)** This is the most restricted of the four default roles. A Team Member (Assigned) can only work within their assigned scope — they have limited visibility and control beyond their own conversations. Best suited for: Outsourced or contract agents, temporary staff, vendors, and agents who should only interact with their assigned customers. **What a Team Member (Assigned) can do:** * Create, update, and delete customer notes * Assign chats within their scope * View team members * View integrations (read-only) * Manage limited channels **What a Team Member (Assigned) cannot do:** * View or act on unassigned conversations outside their scope * Export customer or segment data * Access analytics * Manage billing or wallet * Add or remove team members * Manage integrations, webhooks, or roles *** #### **Quick Comparison** | Capability | Owner | Team Lead | Team Member | Assigned Member | | --------------------------- | ----- | --------- | ----------- | --------------- | | Full account access | Yes | No | No | No | | Add / remove team members | Yes | Yes | No | No | | View all conversations | Yes | Yes | Yes | No | | Export segment customers | Yes | Yes | No | No | | Manage billing and invoices | Yes | No | No | No | | Manage integrations | Yes | View only | View only | View only | | Create API keys | Yes | No | No | No | | Audit logs and SSO | Yes | No | No | No | | Manage wallet | Yes | Yes | No | No | | Manage webhooks | Yes | Yes | No | No | | Create and manage notes | Yes | Yes | Yes | Yes | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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