# Control what each person can see and do in SkedX Flow

> SkedX Flow controls access in five layers, all on Settings and all enforced by the server, not only hidden from the screen. 1) Role: everyone has one of seven roles — Owner, Admin, Team Manager, Team Member, Marketing, Viewer, Extension User — the same roles as the SkedX CRM. 2) Level per module: on Settings → Users & Teams → Roles & Permissions each module gets Off (gone from the menu and refused), View, Edit or Full; Wallet has Off · View · Top up · Full and Billing Off · View · Full. 3) Reach: Inbox, Comments, Contacts, Complaints, Tasks and Orders also take Own (assigned to them plus unassigned), Team (their teams’ chats, chats assigned to them, and unassigned chats with no team) or All. 4) Accounts: in Channels → Who can see each account, each WhatsApp number, Instagram account and Facebook Page is Everyone or Chosen teams and people. 5) One person: in Users → the person → Accounts & modules, switch off a module for them alone; nobody else changes. Extension User works from the Chrome extension only; the web app tells them so. Someone who opens a page their role can’t use sees “Your role can’t open …” with Request access, which tells the owners and admins, and a way to a page they can open. Owners and admins always see everything. A role never saved on this screen keeps what it had before the seven roles (Team Member starts with the chats your agents saw).

Product: SkedX Flow · Topic: Your team · Draft — steps not yet re-verified in the live product · Updated 2026-11-04

Five controls, one place each: the role, its level per module, whose chats, which accounts, and one person’s exceptions — every one checked by the server.

## Video (1:17)

Watch: https://skode.ai/help/flow/team/control-what-each-person-can-see-and-do-in-skode-flow/ · MP4: https://skode.ai/help/videos/flow/team/control-what-each-person-can-see-and-do-in-skode-flow.mp4

- 0:01 Step 1: Open Roles & Permissions
- 0:10 Step 1: Open Roles & Permissions
- 0:18 Step 2: Pick a role and set each module
- 0:26 Step 3: Choose whose chats they see
- 0:39 Step 4: Choose who sees each account
- 0:50 Step 5: Take a module away from one person
- 1:01 Step 6: Give someone the extension only
- 1:10 Step 7: What they see when their role can’t open a page

Transcript:

To control what each person can see and do in SkedX Flow, go to Settings, Users and Teams, and open Roles and Permissions. Everyone has one of seven roles, the same as in the SkedX CRM. Pick the role you want to set, like Team Member. Each module gets one level: off, view, edit or full. Off takes it out of their menu, and the server refuses it too. For chats and contacts, choose whose they see: their own, their team's, or everyone's. Save when you're done. In Channels, under Who can see each account, choose which teams or people see each WhatsApp number or Instagram account. To take one module away from one person, open them in Users, click Accounts and modules, and switch it off. Nobody else changes. Someone who should work only from the Chrome extension gets the Extension User role. And when a role can't open a page, that person sees why, and can ask for access in one click.

## Step 1: Open Roles & Permissions

Go to **Settings -> Users & Teams** and open **Roles & Permissions**. Everyone has one of seven roles — the same as in the SkedX CRM.
Open it directly: https://flow.skode.ai/settings?tab=team

## Step 2: Pick a role and set each module

Pick a role, like **Team Member**. Each module gets one level — **Off**, **View**, **Edit** or **Full**. Off takes it out of their menu and the server refuses it. Details: [Set what each role can do](https://skode.ai/help/flow/team/set-what-each-role-can-do-in-skode-flow/).

## Step 3: Choose whose chats they see

For chats and contacts, choose **Own**, **Team** or **All** beside the level, then **Save**. Team shows their teams’ chats, chats given to them, and unassigned chats with no team. Details: [Let each team see only its own chats](https://skode.ai/help/flow/team/let-each-team-see-only-its-own-chats/).

## Step 4: Choose who sees each account

In **Channels**, under **Who can see each account**, each WhatsApp number, Instagram account and Facebook Page says who sees it; click its chip to choose teams or people. Details: [Choose who can see each account](https://skode.ai/help/flow/team/choose-who-can-see-each-account-in-skode-flow/).
Open it directly: https://flow.skode.ai/channels

## Step 5: Take a module away from one person

In **Users**, open the person, click **Accounts & modules** and switch off what they shouldn’t see. Nobody else changes. Details: [Hide a module for one person](https://skode.ai/help/flow/team/hide-a-module-for-one-person-in-skode-flow/).

## Step 6: Give someone the extension only

In the person’s role menu, choose **Extension User**: they work from the Chrome extension, and the web app tells them so. Details: [Give someone the extension only](https://skode.ai/help/flow/team/give-someone-the-extension-only-in-skode-flow/).

## Step 7: What they see when their role can’t open a page

They see why, with **Request access** — it tells the owners and admins — and a way to a page they can open.

## Common questions

### Is it only hidden, or really blocked?

Really blocked: every page, list, search and button checks the same levels on the server, not only the menu.

### Do owners and admins get limited?

No. Owners and admins always see everything; the owner role can’t be edited.

### Will my team lose chats when I first open this?

No. A role you never saved keeps what it had — Team Member starts with the chats your agents saw. Narrow it when you choose.

### Is a person’s role the same in the CRM?

Yes, the same seven roles; Extension User is Flow’s own and the CRM holds Team Member for them.

## Useful links
- Users & Teams in SkedX Flow — Roles & Permissions: https://flow.skode.ai/settings?tab=team
- Channels in SkedX Flow — Who can see each account: https://flow.skode.ai/channels

Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/

## Related guides
- Set what each role can do in SkedX Flow: https://skode.ai/help/flow/team/set-what-each-role-can-do-in-skode-flow/
- Let each team see only its own chats: https://skode.ai/help/flow/team/let-each-team-see-only-its-own-chats/
- Choose who can see each account — two of your three Instagram accounts for one person: https://skode.ai/help/flow/team/choose-who-can-see-each-account-in-skode-flow/
- Hide a module for one person — Comments or Products gone from their sidebar: https://skode.ai/help/flow/team/hide-a-module-for-one-person-in-skode-flow/
- Give someone the SkedX Flow extension only: https://skode.ai/help/flow/team/give-someone-the-extension-only-in-skode-flow/
- Invite teammates to SkedX Flow — and see what became of each invite: https://skode.ai/help/flow/team/invite-teammates-to-skode-flow/

Source: https://skode.ai/help/flow/team/control-what-each-person-can-see-and-do-in-skode-flow/