Team roles explained

Every team member has a role that controls which parts of StoreTalk they can access. There are four roles: Owner, Admin, Manager, and Agent.

Role overview

Role	Who it is for	What they can access
Owner	The business owner — one per account	Everything, including billing, WhatsApp settings, and team management
Admin	A trusted manager or operations lead	Everything except billing and WhatsApp number settings
Manager	A team lead who handles customers and pipeline	Inbox, Contacts, Segments, and Pipeline — no templates or campaigns
Agent	A customer support or sales executive	Inbox, Dashboard, and Help only

Start new hires as Agent and promote them to Manager or Admin as they get familiar with the platform.

Only the Owner can change WhatsApp settings or payment keys, manage billing, invite Admins, change roles, or request account deletion. There can only be one Owner per account.

Dashboard      ✓ Owner  ✓ Admin  ✓ Manager  ✓ Agent
Inbox          ✓ Owner  ✓ Admin  ✓ Manager  ✓ Agent
Contacts       ✓ Owner  ✓ Admin  ✓ Manager  ✗ Agent
Segments       ✓ Owner  ✓ Admin  ✓ Manager  ✗ Agent
Pipeline       ✓ Owner  ✓ Admin  ✓ Manager  ✗ Agent
Templates      ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
Flows          ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
Campaigns      ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
AI Agents      ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
Knowledge Base ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
Settings       ✓ Owner  ✓ Admin  ✗ Manager  ✗ Agent
Help           ✓ Owner  ✓ Admin  ✓ Manager  ✓ Agent

Agents can also open a contact from the Inbox to fix a name or tags, and move pipeline cards, including from the mobile app. They can’t delete, import or export contacts.

Who can delete or change sensitive things

StoreTalk checks these rules on the server, so hiding a button is never the only protection. If someone tries something their role doesn’t allow, they see “Your role can’t do this. Ask the store owner or an admin.”

Action	Owner	Admin	Manager	Agent
Reply, assign, resolve, archive conversations	✓	✓	✓	✓
Create and edit contacts, move pipeline cards	✓	✓	✓	✓
Import contacts, bulk tag or add to segment	✓	✓	✓	✗
Create and edit segments and pipelines	✓	✓	✓	✗
Delete contacts, segments, pipelines or cards	✓	✓	✗	✗
Export or permanently erase a contact	✓	✓	✗	✗
Templates, flows, campaigns, AI staff, knowledge base, apps, settings	✓	✓	✗	✗
Invite or remove Managers and Agents	✓	✓	✗	✗
WhatsApp number settings, payment gateway keys	✓	✗	✗	✗
Billing, plan changes, wallet top-up	✓	view only	✗	✗
Change a member’s role, delete the account	✓	✗	✗	✗

A role change takes effect within a minute, without the person signing out.

Roles inside apps

When a team member opens an app dashboard (Shop, Restaurant, BookingPro, Meet, Razorpay and others), the app receives their real role and limits what they can do:

In app dashboards	Owner	Admin	Manager	Agent
View orders and bookings, day-to-day work (update order status, mark paid, kitchen screen, complete a booking)	✓	✓	✓	✓
Change the catalogue, menu, services, availability and app settings	✓	✓	✓	✗
Delete records, cancel with refund, issue refunds	✓	✓	✗	✗
Payment gateway keys, payouts and bank details, kiosk screen links	✓	✗	✗	✗

Welcome

Getting Started

Knowledge Base

AI Staff

Inbox

Contacts & CRM

Sales Pipeline

Campaigns

Team & Roles

StoreTalk Apps

Payments

Billing

Role overview

Sidebar access by role

Who can delete or change sensitive things

Roles inside apps

​Role overview

​Sidebar access by role

​Who can delete or change sensitive things

​Roles inside apps

Role overview

Sidebar access by role

Who can delete or change sensitive things

Roles inside apps