ConnectLoop has four roles. Pick the most restrictive one that lets each teammate do their job.
Role overview
- Owner — full access including billing and workspace deletion.
- Admin — full access except billing.
- Agent — can handle conversations and edit their own settings.
- Viewer — read-only access to conversations and analytics.
Changing a role
From Settings → Members, click the role next to a teammate's name to change it. Owners can transfer ownership to another Admin from the same screen.