> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rovax.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and Permissions

> Complete Role matrix in Timely.ai and what each level can do within the Inbox and the Workspace.

Timely.ai's access control is based on Roles assigned per Workspace. Each member receives a single Role that determines what they can view and perform in the Inbox and other areas of the platform.

## Available Roles

| Role        | Access level | Description                                                                                            |
| ----------- | ------------ | ------------------------------------------------------------------------------------------------------ |
| `owner`     | Unrestricted | Full Workspace access, including billing, data deletion, and ownership transfer                        |
| `manager`   | High         | Visibility of all Conversations, Team creation, SLA reports, and member invitations                    |
| `trainer`   | Intermediate | `attendant` support capabilities plus Agent editing and review of all Conversations for audit purposes |
| `attendant` | Operational  | Front-line support on Conversations assigned to their Team; no access to settings or reports           |
| `member`    | Minimal      | View explicitly assigned Conversations; no action capability                                           |

## Role behavior in the Inbox

| Action                                | owner / manager | trainer | attendant | member |
| ------------------------------------- | :-------------: | :-----: | :-------: | :----: |
| View all Workspace Conversations      |       Yes       |   Yes   |     —     |    —   |
| View unassigned Team Conversations    |       Yes       |   Yes   |    Yes    |    —   |
| Claim Conversation (self-assign)      |       Yes       |   Yes   |    Yes    |    —   |
| Activate Takeover (pause AI)          |       Yes       |   Yes   |    Yes    |    —   |
| Transfer Conversation                 |       Yes       |   Yes   |    Yes    |    —   |
| Assign Conversation to another member |       Yes       |    —    |     —     |    —   |
| Create and edit Teams                 |       Yes       |    —    |     —     |    —   |
| View SLA reports                      |       Yes       |    —    |     —     |    —   |

## Operational Role: attendant

The `attendant` has scope restricted to their Team and assigned Conversations:

* Views Conversations assigned to them and unassigned Conversations from the Team(s) they belong to.
* Can claim, reply, transfer, close, and add Notes on Conversations within their scope.

## Administrative Roles in the Inbox

Managers and owners have global visibility and control over Teams and members:

* Access and interact with any Workspace Conversation, regardless of assignment.

> Owners are the only ones with `manage_billing`. Managers have `manage_team`, `view_reports`, `invite_users`, and `manage_company` — enough to operate the Workspace without needing billing access.

## Usage examples

| Scenario                                                      | Ideal Role  |
| ------------------------------------------------------------- | ----------- |
| Support attendant responding to customers on WhatsApp         | `attendant` |
| Quality analyst reviewing Conversations and adjusting prompts | `trainer`   |
| Team manager creating Teams and monitoring SLA                | `manager`   |
| Founder with access to plan and billing                       | `owner`     |
| External stakeholder following a specific case                | `member`    |

## Summary

| Category              | owner | manager | trainer | attendant | member |
| --------------------- | :---: | :-----: | :-----: | :-------: | :----: |
| Billing               |  Yes  |    —    |    —    |     —     |    —   |
| Company configuration |  Yes  |   Yes   |    —    |     —     |    —   |
| Manage Agents         |  Yes  |   Yes   |   Yes   |     —     |    —   |
| Access Conversations  |  Yes  |   Yes   |   Yes   |    Yes    |   Yes  |
| Invite members        |  Yes  |   Yes   |    —    |     —     |    —   |
| View reports          |  Yes  |   Yes   |    —    |     —     |    —   |
| Manage Teams          |  Yes  |   Yes   |    —    |     —     |    —   |