# Set what each role can do in SkedX Flow > SkedX Flow has seven roles: Owner, Admin, Team Manager, Team Member, Marketing, Viewer and Extension User — the CRM’s six plus Extension User, so a person has the same role in both. On Settings → Users & Teams → Roles & Permissions, pick a role, then set each module with one picker: Off (not in the sidebar, refused by the server), View (open and read), Edit (create and change — send, resolve, assign, edit drafts) or Full (delete, publish, submit to Meta, connect, export, send a campaign). Wallet is Off · View · Top up · Full and Billing Off · View · Full. Inbox, Comments, Contacts, Complaints, Tasks and Orders also have Own · Team · All. 25 modules in six groups: Conversations, Messaging, Automation, Products & Insights, Team & Settings, Money. What they see, under the roles, shows that role’s sidebar as you change it; tap a module there to jump to its picker. Save sends only what changed and asks for a fresh sign-in. Owner is locked; Analytics is owners and admins only. Every page and button checks the same levels on the server; someone who opens an Off module sees “Your role can’t open …” with Request access. API: GET /api/permissions/v2/ (modules, ladders, every role’s levels and the action table), PATCH /api/permissions/v2//. Product: SkedX Flow · Topic: Your team · Draft — steps not yet re-verified in the live product · Updated 2026-11-03 Every role gets one picker per module, so the whole role reads in a glance — and what you set is what the server enforces. Part of: Control what each person can see and do in SkedX Flow — /help/flow/team/control-what-each-person-can-see-and-do-in-skode-flow/ (its video shows the whole feature) ## Step 1: Open Roles & Permissions Go to **Settings -> Users & Teams** and open the **Roles & Permissions** tab. Open it directly: https://flow.skode.ai/settings?tab=team ## Step 2: Pick a role Pick the role to change, like **Team Member**. Each role shows the photos of who holds it and how many. ## Step 3: Set each module Each row is one module. Choose who it reaches — **Own**, **Team** or **All** — and how far they can go: **Off**, **View**, **Edit** or **Full**. Each step includes the ones before it. ## Step 4: Check What they see **What they see** shows this role’s sidebar as you change it; a struck module is not in it. Bulk Messaging just came back because its level moved from Off to View. Tap a module to jump to its picker. ## Step 5: Save Click **Save**. Only what changed is sent, and SkedX asks you to sign in again first. **Reset** puts the role back. ## Common questions ### What does Full add over Edit? The things you can’t undo or that cost money: delete, publish a workflow, submit a template to Meta, connect or disconnect a channel, export, and send or stop a campaign. ### Can a Team Member still run an automation from a chat? Yes. Running one from the reply box, answering an approval and claiming a chat are Inbox actions, so Inbox at Edit is enough. ### Can I give one person less than their role? Yes — see [Hide a module for one person](https://skode.ai/help/flow/team/hide-a-module-for-one-person-in-skode-flow/). It can only take away, never give more. ### Why can’t I change Analytics? Analytics is for owners and admins in every workspace. ### What happens to a role I never saved here? It keeps what it could do before; this screen shows it as levels and never more than that. ## Useful links - Users & Teams in SkedX Flow — Roles & Permissions: https://flow.skode.ai/settings?tab=team 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 - Control what each person can see and do in SkedX Flow: https://skode.ai/help/flow/team/control-what-each-person-can-see-and-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/ - 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/ - 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/ - 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/set-what-each-role-can-do-in-skode-flow/