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TalkPilot uses a 4-tier role system to control access to features and data.

Roles

Super-Admin

Full access to everything. Can see all organizations, all agents, and all data.

Dev-Admin

Can create agents and manage phone numbers. Can only see agents they created. Full configuration access on their agents.

Client-Admin

Can edit assigned agents with limited access (greeting, voice, employees, schedule). Cannot create agents or access phone numbers. Can add existing agents by phone number.

Client-Employee

Read-only access to assigned agents. Can add existing agents by phone number. Cannot edit any configuration.

Permission matrix

Client-Admin limited access mode

When a Client-Admin opens an agent detail page, they see a simplified view:
  • Visible: Greeting, voice/speech settings, language, employees, forwarding slots, schedule
  • Hidden: System prompt, LLM settings, tools, knowledge base
  • Save button: Shows “Save Greeting” instead of “Save”
This ensures clients can customize their agent’s voice and behavior without modifying the core AI configuration.

Route access