Roles & Permissions


Roles overview

Calixa pre-defines roles so you can easily assign them to team members based on the access each user requires.

Calixa has three roles: Admin, Manager, and User. Here is the functionality they each have access to:


How to assign roles to team members

Roles are set for team members when they're initially invited to the team, but they can also be changed at any time.

Go to the Team page and click “Invite Team Member.”

When inviting a team member (or changing permissions), you can give the invited team member the role they have or lower.

  • A User can invite other Users
  • A Manager can invite Users and Managers
  • An Admin can invite Users, Managers, and Admins

While any role can invite team members, only Managers and Admins have the ability to delete team members.