CxC has three roles. Each one controls what a user can see, manage, and do inside the workspace.
Admin
Full control of everything. Admins manage users, settings, billing, integrations, and channels. Only admins can invite or remove team members and change roles. Keep the number of admins small — typically 1 to 3 per workspace. Give admin access only to people you trust with billing and workspace configuration.
Manager
Managers oversee technicians and monitor job activity. They can view all jobs and team activity, provide coaching, message and call team members, and create and manage team channels. They cannot access billing, change workspace settings, or invite new members.
Field Team
Technicians use CxC on the job. They see their assigned job channels, message their manager and team, view pre-job summaries and other bots responses, and record calls. They cannot see workspace settings, manage other team members, or view other techs' jobs.
