Fetchply Docs
Team Management

Roles & Permissions — Control Access to Your Free AI Chatbot

Understand roles and permissions for your free AI chatbot dashboard. Admin, Editor, Viewer, and Support Agent roles. Create custom roles on Pro+ plans. Full permission guide.

Permission System

Fetchply uses granular role-based access control with 21 total permissions across 10 categories.

CategoryPermissions
Chatbotchatbot.view, chatbot.edit, chatbot.delete, chatbot.retrain
Knowledgeknowledge.view, knowledge.manage
Conversationsconversations.view, conversations.reply, conversations.export
Analyticsanalytics.view, analytics.export
Actionsactions.view, actions.manage
Leadsleads.view, leads.export
Ticketstickets.view, tickets.manage
Integrationsintegrations.manage
Settingssettings.manage
Teamteam.invite, team.manage_access

Built-In Roles

Custom Roles

On Pro and Business plans, you can create custom roles that combine only the permissions your team needs. Custom roles are managed from Dashboard → Team → Roles.

Permission Matrix

PermissionAdminEditorViewerSupport Agent
chatbot.viewYesYesYesNo
chatbot.editYesYesNoNo
chatbot.deleteYesNoNoNo
chatbot.retrainYesYesNoNo
knowledge.viewYesYesYesNo
knowledge.manageYesYesNoNo
conversations.viewYesYesYesYes
conversations.replyYesYesNoYes
conversations.exportYesYesNoNo
analytics.viewYesYesYesNo
analytics.exportYesYesNoNo
actions.viewYesYesNoNo
actions.manageYesYesNoNo
leads.viewYesYesYesYes
leads.exportYesYesNoNo
tickets.viewYesYesNoYes
tickets.manageYesYesNoYes
integrations.manageYesYesNoNo
settings.manageYesYesNoNo
team.inviteYesNoNoNo
team.manage_accessYesNoNoNo

Owners still control destructive account-level actions like deleting an organization or removing the last admin.