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How can I change agent roles (owner or member)?

Agents can either be website Owners or Members. You can easily switch agents from a role to another, provided you have the owner role.


How to change agent roles


To change the role of an agent, you may follow those steps:

  • Go to: https://app.crisp.chat
  • Go to Settings (bottom-left icon)
  • Navigate to Settings > Workspace Settings > Operators and Teams
  • Click on "Member" or "Owner" to toggle the role


Toggling Agent roles


What are the permissions of each role?


Owner


An owner is allowed to perform any action on the Crisp website.


Avoid setting all your team as owner of the website. Limit the owner role to a small subset of trusted users, and ensure they have Two Factor Authentication enabled for more security.


Some examples of what an owner can do:

  • Use campaigns
  • Invite other agents
  • Change agent roles
  • Delete the workspace
  • Add and Configure plugins
  • Configure the workspace


Member


A member is considered as a restricted agent, able to use all website features on Crisp, but not able to make any dangerous update or deletion.


Some examples of what a member can do:

  • Reply to messages
  • Create campaigns (only Owners can send them)
  • Write Knowledge Base articles
  • Configure plugins (Owner must add the plugin first, then Members can modify the settings)


Some examples of what a member cannot do:

  • Add plugins
  • Invite other agents
  • Change agent roles
  • Send campaigns
  • Delete the workspace
  • Configure the workspace


Additionally, regular agents cannot delete Contacts, Messages and Conversation if the "Prevent non-owner operators to remove data" setting has been enabled. It can be toggled in Settings > Workspace Settings > Operators and Teams

Updated on: 26/02/2025

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