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Roles & Permissions

Manage User Access and Granular Permissions

Roles & Permissions

Sentikko uses a Role-Based Access Control (RBAC) system to ensure that your team members have exactly the access they need, and nothing more.

Standard Roles

Every user in your organization is assigned one of three primary roles:

Owner

  • Full Access: Can manage everything, including billing and organization deletion.
  • Team Management: Can add/remove Admins and Members.
  • Transfer Ownership: The only role that can designate a new Owner.

Admin

  • Operational Control: Can manage integrations, flows, and billing.
  • Staffing: Can invite new Members but cannot remove or demote other Admins/Owners.

Member (Agent)

  • Inbox Focus: Primarily focused on responding to conversations.
  • Limited Control: Cannot modify integrations, view audit logs, or manage billing settings.

Granular Permission Overrides

For Enterprise teams, Admins can set Allowed Paths to further restrict access for specific users.

  • Example: Restrict an agent to ONLY view /chats and /contacts, hiding the /automate and /settings sections.
  • Configuration: Navigate to Settings > Team, click on a member, and update their "Allowed Paths".

ERP Specific Roles

If you are using the ERP Modules, permissions are managed separately within each module (e.g., HR Managers vs. Sales Associates).

[!IMPORTANT] Authentication Security: We recommend all users with Admin or Owner roles enable Two-Factor Authentication (2FA) via their Profile settings to protect organization configuration.

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