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Teams, Roles & Permissions
Control who can do what in your organization - roles, permission overrides, teams, and the super-owner.
5 articles
Roles Overview
The three organization roles in Convot - owner, admin, and agent - and what each can do.
Permission Overrides
Grant or revoke specific capabilities for individual members on top of their role defaults - for example, giving one admin access to revenue data without changing anyone else.
The Super-Owner
The super-owner is the permanent organization creator - the only person who can delete the organization, and the only role that cannot be changed or removed.
Teams
How teams fit into Convot for grouping agents, and what is available today versus coming soon.
Inviting and Removing Members
Add new teammates to your organization by invite, and remove members who no longer need access.