Roles & permissions

EchoMode has roles at two levels: across the whole organization, and within each team.

• Organization roles: Org Admin, Org Member
• Team roles: Team Admin, Team Member

Organization roles

Capability	Org Admin	Org Member
Chat with agents	✓	✓
See the Members & Teams settings	✓	—
Invite people	✓	—
Change someone's role	✓	—
Deactivate or remove someone	✓	—
Reset someone's password	✓	—
Create teams	✓	—
Manage all teams	✓	—

WARNING

Org Admins have organization-wide access and cannot join individual teams. To join a team, an Org Admin must first be demoted to Org Member.

INFO

The last remaining Org Admin cannot be demoted — at least one Org Admin must exist at all times.

Team roles

Capability	Team Admin	Team Member
Access team-level resources	✓	✓
Add or remove team members	✓	—
Promote or demote team members	✓	—

Team roles are independent per team — a person can be a Team Admin in one team and a Team Member in another.

The Members list in Settings › Workspace, where roles are shown and changed.

Managing a person

Org Admins can act on any member from the workspace settings. Team Admins can manage members within their teams.

• Change role — promote or demote at the organization or team level.
• Deactivate — temporarily disable access (reversible).
• Reactivate — restore a deactivated account.
• Remove — permanently remove the person from the workspace.
• Reset password — set a new password for someone locked out (Org Admin only).

TIP

Use Deactivate for someone on leave and Remove only when a person is leaving for good. Deactivation can be undone; removal can't.