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Roles and permissions

Moveo.AI uses Role-Based Access Control (RBAC) to manage what each member can see and do inside an account. Instead of granting permissions one by one, you assign one or more roles to a member, and each role bundles a set of permissions for a specific job function. A member can hold multiple roles at once; their effective access is the union of every role assigned directly to them and to the teams they belong to.

Manage members, roles, and teams from the Manage access page in the account settings.

Permission matrix​

The table below shows which permissions each default role grants. Use it as the reference when picking a role for a new member.

PermissionOwnerBillingAdminChat ManagerChat AgentBuilder
Create, edit AI Agents✓-✓--✓
Create AI Agent versions✓-✓--✓
View AI Agent logs✓-✓--✓
Create, edit rules✓-✓---
Create, edit integrations✓-✓---
Create, edit context bundles✓-✓---
Create, edit business hours✓-✓✓--
Reply to users✓-✓✓✓-
Create, edit quick responses✓-✓✓✓-
Create, edit campaigns✓-✓✓✓-
Create, edit knowledge bases✓-✓--✓
Create, edit environments✓-✓✓--
Access analytics✓-✓✓--
Edit permissions✓-✓---
Create, edit teams✓-✓---
View activity history✓-✓---
Update account✓-✓---
Invite members✓-✓---
Access billing✓✓----
Create API keys✓-✓---

To edit the role of each member, navigate to the Manage access page in the Account settings.

Roles​

Owner​

The person who created the account. The Owner has unrestricted access and is the only role that can transfer ownership, delete the account, or assign the Billing role to other members. There is exactly one Owner per account, set at account creation and changed only through an explicit ownership transfer.

note

An owner can transfer ownership of the account to another member by clicking the Transfer Ownership option on the Manage access page.

Admin​

Trusted operator who runs the workspace day-to-day — configuring integrations, writing routing rules, inviting members, and managing roles and teams. Admins have full operational access; the only thing they cannot do is access billing.

Builder​

Conversation designer or prompt engineer focused on the AI side of the platform. Builders create, test, and publish AI Agents and the knowledge bases that power them, but do not participate in the live-chat operation or account administration.

Chat Manager​

Support team lead or operations manager who runs the live-chat operation. Chat Managers do everything a Chat Agent does, plus configure the queues, departments, business hours, SLAs, and environments that shape how conversations are routed.

Chat Agent​

Front-line human agent who replies to customers. Chat Agents pick up conversations and use the productivity tools (notes, quick responses, views) set up by the Chat Manager, but cannot change how the operation is configured.

Billing​

Finance team member or accountant who needs invoice access without seeing conversations or AI Agent configuration. The Billing role is limited to billing information — invoices, payment methods, and subscription details — and can only be assigned by the Owner.

Teams​

Teams group members so you can assign roles to several people at once. Create a team from the Manage access menu where roles are assigned. You can add or remove members, edit team details, or delete the team entirely.

A member's effective access is the union of the roles assigned directly to them and the roles assigned to every team they belong to. For example, a member with a Chat Manager individual role who also belongs to a team granted the Builder and Chat Agent roles has the combined permissions of all three.

note

You can edit the access of a member or a team from the Manage access menu, in the respective tab.

Invitations​

Invite new users to your account from the Manage access menu. Either manually select roles for the new member or add them to a specific team. See Invite new members for the step-by-step flow and how invitees accept the invitation.

Activity history​

View all the latest changes in your account in the Activity history menu. This menu displays detailed records of all changes users have made in AI Agents and environments.

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