Table of Contents
This is the fastest way to understand what each tenant role can do across the platform.
| Feature Area | CompanyAdmin | TenantUser |
|---|---|---|
| Billing and subscription changes | ✅ | ❌ |
| User management | ✅ | ❌ |
| Contacts | ✅ | ✅, subject to scope and assignment rules |
| Connecting or disconnecting Meta, Pinterest and LinkedIn | ✅ the company owner, and administrators the owner allowed | ❌ |
| Transferring company ownership | ✅ the owner only | ❌ |
| WhatsApp Chat | ✅ | ✅ with CanUseWhatsAppChat |
| WhatsApp templates | ✅ | ❌ |
| WhatsApp campaigns | ✅ | ❌ |
| Outbound Mail Servers | ✅ | ❌ |
| Reply-To Mailboxes | ✅ | Uses assigned mailbox only |
| Email Conversations | ✅ if mailbox exists | ✅ if mailbox is assigned |
| Email Templates | ✅ | ✅ with CanManageEmailTemplates |
| Email Campaigns | ✅ | ✅ with CanManageEmailCampaigns |
| Automation Workflows | ✅ | ✅ if feature and access are enabled |
| Instagram, Facebook, Pinterest and LinkedIn: write posts | ✅ | ✅ Editor level and above |
| Social posts: publish without review | ✅ | ✅ Publisher level and above |
| Social posts: review other people’s posts | ✅ | ✅ Reviewer level |
| Instagram and Facebook messages, comments and insights | ✅ | ✅ if social permissions are granted |
| Advanced Social Media Analysis | ✅ | ✅ if the plan includes it (granting Meta permissions: CompanyAdmin only) |
| WhatsApp Catalogs | ✅ | ❌ |
| Notifications | ✅ for own items | ✅ for own items |
| API tokens and integrations | ✅ | ❌ |
| Data export and deletion | ✅ | ❌ |
Quick Rule of Thumb #
- CompanyAdmin configures channels, integrations, billing, users, and tenant-wide settings. One CompanyAdmin is the company’s owner (see 6.7), who alone controls the connected social accounts unless they allow another administrator.
- TenantUser handles day-to-day execution such as contacts, conversations, and allowed campaigns or workflows.
A third, separate role — SalesAgent — exists outside this table. It is a platform-level referral partner role, not a tenant role, has no access to any company’s data beyond what it’s explicitly assigned, and never appears inside a company account. See 20. Sales Partner Program.
