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Overview

Meetzy uses a permission-based system to control what each team member can do within the platform. Permissions are assigned individually when inviting or editing members.

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Available Permissions

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Can Edit Agents

StatusAccess Level
✅ EnabledCan modify agent settings, prompts, and configurations
❌ DisabledView-only access to assigned agents
Members with this permission can:
  • Edit agent names and basic settings
  • Modify greetings and prompts
  • Configure input/output parameters
  • Change voice settings

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Can Use Advanced Editor

StatusAccess Level
✅ EnabledFull access to the Advanced Editor
❌ DisabledLimited to basic agent configuration
Members with this permission can:
  • Access all Advanced Editor panels
  • Configure Knowledge Base documents
  • Set up Actions & Tools (webhooks, transfers)
  • Use the Playground for testing
  • Access Copilot AI assistant
  • Manage version history and branches
  • Publish changes to production
Enable “Can use advanced editor” for team members who need to make substantial changes to agent behavior.

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Can Access CRM

StatusAccess Level
✅ EnabledFull access to CRM features
❌ DisabledNo access to CRM menu
Members with this permission can:
  • View and manage contacts
  • Import contacts from files or Google Sheets
  • Create and manage segments
  • Schedule and monitor campaigns
  • Export contact data
CRM access is only visible if your account has CRM features enabled. The administrator must have CRM access to grant it to other members.

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Can View Billable Minutes

StatusAccess Level
✅ EnabledCan see usage and billing information
❌ DisabledNo access to billing data
Members with this permission can:
  • View call duration statistics
  • See billable minutes consumption
  • Access usage reports

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Can View Recordings

StatusAccess Level
✅ EnabledCan listen to call recordings
❌ DisabledCannot access audio recordings
Members with this permission can:
  • Play call recordings from the call details
  • Download recordings (if enabled)
Be careful when granting recording access. Call recordings may contain sensitive customer information.

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Agent-Level Access

In addition to feature permissions, you control which agents each member can access:
Access TypeDescription
Full AccessMember can view calls and edit the agent (if permissions allow)
No AccessAgent is hidden from the member entirely

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How Agent Access Works

  1. Members only see agents they’re assigned to
  2. Call history is filtered to show only calls from assigned agents
  3. CRM data is accessible across all assigned agents
  4. Reporting shows data from assigned agents only

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Permission Combinations

Here are common permission combinations for different roles:

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Viewer (Read-Only)

  • ❌ Can edit agents
  • ❌ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Team leads who need to monitor calls without making changes.

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Agent Operator

  • ✅ Can edit agents
  • ❌ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Team members who handle basic agent configuration.

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Agent Developer

  • ✅ Can edit agents
  • ✅ Can use advanced editor
  • ❌ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Technical team members responsible for agent development.

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Campaign Manager

  • ❌ Can edit agents
  • ❌ Can use advanced editor
  • ✅ Can access CRM
  • ❌ Can view billable minutes
  • ✅ Can view recordings
Best for: Marketing or sales team members managing outbound campaigns.

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Full Access

  • ✅ Can edit agents
  • ✅ Can use advanced editor
  • ✅ Can access CRM
  • ✅ Can view billable minutes
  • ✅ Can view recordings
Best for: Account administrators and senior team members.

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Syncing Permissions

If a member’s permissions seem incorrect, administrators can sync their Firebase claims:
  1. Find the member in the list
  2. Click the Sync Claims button (only visible for advanced editor users)
  3. Confirm the sync
This updates the member’s authentication tokens with the latest permissions from the database.

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FAQ

Currently, Meetzy uses individual permissions rather than predefined roles. You can combine permissions to create any access level you need.
The CRM permission toggle is only visible if you (as the administrator) have CRM access enabled on your own account.
Yes, permission changes take effect immediately. Members may need to refresh their browser to see updated access.
Yes, for multi-company accounts, you can assign agents from any company. Agents are organized by company in the selection list.