Table of Contents
User Roles & Permissions Guide #
User roles and permissions define what each team member can access and manage inside the platform. Proper access control helps you secure your data and organize responsibilities across your team.
When to Use This Guide #
Use this guide when you need to:
- Assign roles to new users
- Control access to features like Email, WhatsApp, or Workflows
- Restrict sensitive actions (billing, integrations, settings)
- Troubleshoot access-related issues
Understanding Roles #
There are two main roles:
CompanyAdmin #
Users with this role have full access to the system.
They can:
- Manage users and permissions
- Configure settings and integrations
- Access all modules (Email, WhatsApp, Workflows, etc.)
- Manage billing and subscription
TenantUser #
This role is limited and customizable.
They can:
- Access only assigned features
- Perform tasks based on granted permissions
- Cannot manage users or critical settings unless allowed
How Permissions Work #
Permissions allow you to control access at a more detailed level.
For each user, you can enable or disable access to:
- Contacts and CRM
- Email campaigns and templates
- WhatsApp messaging and campaigns
- Automation workflows
- Integrations and settings
Permission Examples #
Here are common permission setups:
Marketing Team Member #
- Email campaigns ✅
- Templates ✅
- Contacts ✅
- Settings ❌
Support Agent #
- WhatsApp Chat ✅
- Email Conversations ✅
- Campaigns ❌
- Integrations ❌
Operations Manager #
- Workflows ✅
- Campaigns ✅
- Contacts ✅
- Billing ❌
How to Assign Roles and Permissions #
To configure access:
- Go to Settings → Users
- Select a user
- Choose a role (CompanyAdmin or TenantUser)
- Enable or disable permissions
- Click Save
👉 For step-by-step user creation, see:
Manage Users in Peikly
What Happens After Changing Permissions #
- Changes apply immediately
- Users may need to refresh or log in again
- Restricted features will no longer be visible or accessible
Common Issues #
User Cannot Access a Feature #
Possible causes:
- Permission not granted
- Role restriction
How to fix:
- Go to Settings → Users
- Edit the user
- Enable the required permission
- Save changes
User Can See But Cannot Use a Feature #
Possible causes:
- Partial permission enabled
- Missing related setup (e.g., no SMTP for email)
How to fix:
- Verify all required permissions are enabled
- Check setup guides:
- 👉 Email Setup: SMTP & Mailbox Guide
- 👉 WhatsApp Setup: Connect & Verify Number
Permission Changes Not Applied #
Possible causes:
- Session not refreshed
- Browser caching
How to fix:
- Log out and log in again
- Refresh the page
Best Practices #
- Assign minimum required permissions (principle of least privilege)
- Avoid giving CompanyAdmin access unless necessary
- Review permissions regularly
- Use roles consistently across teams
