Roles & Permissions

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Overview

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Roles

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Permission Details

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Agents

• View Agents: See agents and their configurations, prompt settings, actions, workflows, deployed versions, evaluations, and test cases.
• Create Agents: Create new agents or clone existing ones.
• Edit Agents: Change an agent’s prompt, conversation flow, actions, analysis settings, post-call workflows, and widget config. Connect/disconnect integration tools, publish versions, revert to previous versions, and manage evaluations and test cases. Agent Managers and Developers also need per-agent access.
• Delete Agents: Permanently delete agents.
• Manage Agent Access: Choose which Agent Managers and Developers can edit specific agents, and see which agents a member has access to. See Agent-Level Access Control.

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Members

• View Members: See the member list with names, emails, roles, and join dates.
• Invite Members: Add new members by email and set their role.
• Remove Members: Remove a member from the organization.
• Change Roles: Change a member’s role. Their sessions get revoked so they log in again with updated permissions.

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Campaigns

• View Campaigns: See campaigns, their status and stats, call lists with transcripts and analysis, and campaign config.
• Manage Campaigns: Create outbound campaigns with call lists, scheduling, and retry config. Archive/unarchive campaigns and remove call entries.
• Run Campaigns: Start, pause, and resume live outbound campaigns.

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Connections & Integrations

• View Connections: See which integrations (HubSpot, Salesforce, Slack, etc.) are set up and their status.
• Manage Connections: Add new integrations, delete existing ones, and test connections.

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Secrets & API Keys

• View Secrets: See stored secrets (values are masked) and their descriptions. These are credentials that agents use during actions.
• Manage Secrets: Create, edit, and delete secrets for things like API keys, passwords, and external service credentials.
• View API Keys: See Strada API key names and creation dates.
• Manage API Keys: Create and delete Strada API keys.

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Phone Numbers

• View Phone Numbers: See phone numbers, phone number groups, and coverage details.
• Manage Phone Numbers: Import phone numbers, change their settings and agent assignments, release numbers, and manage phone number groups.

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Knowledge Bases

• View Knowledge Bases: See knowledge bases, uploaded files, download files, check sync status, and view version history.
• Manage Knowledge Bases: Create and delete knowledge bases, upload and remove files, trigger and review file syncs, scrape/crawl websites for content, and manage ingestion.

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Quality Assurance

• View QA: See QA rubrics and sentiment labels, view scoring results on individual calls and chats, and check backfill status.
• Manage QA: Create, edit, delete, and restore rubrics and sentiment labels. Generate AI-suggested rubrics, and trigger or cancel backfill scoring on past conversations.

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Conversations

• View Conversations: See call history, chat logs, and email threads. Listen to recordings, read transcripts, and submit feedback.
• Manage Conversations: Create, edit, delete, and reorder saved conversation views with custom filters and column layouts.

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Analytics & Reports

• View Analytics: See analytics dashboards, charts, and usage stats.
• Manage Analytics: Create, edit, and delete analytics views, charts, and filters. Use the AI analytics chat.
• View Reports: See the list of configured reports.
• Manage Reports: Create, edit, delete, and manually trigger reports.

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Call Settings

• View Schedules: See business hour schedules that control when agents can make or receive calls.
• Manage Schedules: Create, edit, delete, and restore business hour schedules.
• View Ended Reasons: See call ended reasons used to categorize why calls ended.
• Manage Ended Reasons: Create, edit, and delete custom ended reasons for inbound and outbound calls. Rename built-in ended reasons.
• View Call Retry Configs: See retry configurations that control automatic retry behavior for failed calls.
• Manage Call Retry Configs: Create and edit retry rules, including intervals and max attempts.
• View Test Numbers: See phone numbers marked as test numbers.
• Manage Test Numbers: Add and remove test numbers. Calls to/from these numbers show up as “Test” in call history.
• View Pronunciations: See pronunciation dictionaries that control how the AI says specific words.
• Manage Pronunciations: Create, edit, and delete pronunciation entries.
• View Do Not Call List: See the do-not-call list and whether tracking is on.
• Manage Do Not Call List: Import and remove entries, and turn tracking on or off.

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Widgets

• View Widgets: See widget configurations, themes, and allowed origins.
• Manage Widgets: Create, edit, delete, and set a default widget config. Manage allowed origins that control where widgets can be embedded.

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Claims & Gaps

• View Claims: See claims data linked to conversations.
• View Gaps: See gap clusters that show where agents are struggling or missing knowledge.
• Manage Gaps: Update gap cluster status (e.g. mark as resolved or in progress).

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Agent-Level Access Control

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How It Works

• Admins can edit all agents, no restrictions.
• Agent Managers and Agent Developers need explicit edit access for each agent they want to modify.
• New Agent Managers and Developers start with no agent access. It has to be granted.

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Agent Manager vs Agent Developer

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Granting Agent Access

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Role Summaries