Organization Roles

Manage access and permissions using KantaSwara's Role-Based Access Control (RBAC) system.

Role-Based Access Control (RBAC)

KantaSwara enforces strict role-based access control within your organization. Every invited team member must be assigned a role that determines what they can view and modify on the dashboard.

Available Roles

Role	Description	Key Permissions
Admin	Full access to the organization's workspace, settings, and billing.	Manage billing and invoices Invite/remove users Submit AI agent requirements View all call logs and analytics
Manager	Operational access to manage AI agents and view performance, but no access to billing.	Update Knowledge Base documents View call transcripts and recordings Configure CRM integrations Cannot manage billing
Operator / Viewer	Read-only access for monitoring live calls and reviewing transcripts.	View active agents Listen to call recordings View basic analytics Cannot make any changes

Managing Roles

Only Admins can manage roles. To change a team member's role:

Log in to the Organization Dashboard.
Navigate to Settings > Team Members.
Find the user in the list and click the edit icon (pencil).
Select the new role from the dropdown menu and click Save.

Changes take effect immediately upon their next login or page refresh.