Managing who has access to what is critical when multiple team members operate from a single Interakt account. Whether you’re scaling your support team, onboarding new sales agents, or tightening data security, having clear role-based access ensures smooth collaboration without compromising control.

This guide will help you:

  • Add new team members to your Interakt account
  • Assign roles (Owner, Admin, or Teammate)
  • Customize permissions for each role based on your organization’s needs

By the end, you’ll be able to structure your team hierarchy confidently and keep your Interakt account secure, organized, and efficient.

How to Add Team Members on Interakt?

Follow these steps to add a new team member:

Step 1: Navigate to Agent Settings

Click on the Settings icon in your dashboard and select Agent Settings.

Here, you’ll see a list of all existing team members, along with:

  • Their assigned role
  • Who added them
  • Other relevant details

Step 2: Create a New Agent

Click on + Create Agent to add a new team member.

Step 3: Enter Details & Assign Role

A pop-up window will appear where you need to enter:

  • Team member’s First & Last Name
  • Email id (this will be the login id for their Interakt account)
  • Contact Number (any communication from Interakt will sent to them on this number)
  • Role of the Member

Interakt has the following roles:

1. If you’re on the Starter / Growth / Advanced Plans (and have not purchased the Sales CRM Add-On):

  • Owner
  • Admin
  • Teammate

2. If you’re on the Sales CRM plan:

  • Superadmin
  • Sales Lead
  • Sales Agent

3. If you’re on the Starter / Growth / Advanced plan & you have purchased the Sales CRM plan, you will see all 6 roles available:

  • Owner
  • Admin
  • Teammate
  • Superadmin
  • Sales Lead
  • Sales Agent

Step 4: Save & Send Invite

Once you click Save Agent, the new team member will receive an email invitation with login details to join your Interakt account.

Step 5: Edit or Remove Team Members

You can manage existing team members anytime by clicking the Actions button on the far right. From here, you can:

  • Edit their details
  • Change their role
  • Remove them from the account

How To Change Permissions For Each Role In Your Team?

Role-based permissions allow you to control exactly what access is there for team members in a particular role.

Step 1: Go to Role Permissions

Click on the Settings icon and select Role Permissions

Here, you’ll see the list of permissions assigned to each role.

Understanding Role Permissions

Owner & Superadmin

  • Have permissions for all features by default. No permission can be taken away from them.
  • Only Owners & Superadmins can change permissions for other roles.

Note: If you’re using the Owner role while being on the Sales CRM plan/addon, the following restrictions will apply:

        • Members with the Owner role won’t be able to change the ‘Status’ and ‘Owner’ of a lead.
        • Members with the Owner role won’t be able to access the following sections:
          • Lead Statuses Configuration Page
          • Contact Owner Assignment Rules Page

Admin / Teammate / Sales Agent / Sales Lead

Distinction between Sales Roles & Non-Sales Roles

      • The 3 Sales Roles are Superadmin, Sales Lead, and Sales Agent.
      • The 3 non-Sales Roles are Owner, Admin & Teammate.
      • The following permissions are additionally present for Sales Roles:
        • Allow to add, edit, and delete lead statuses
        • Allow basic configuration for default & closure statuses
        • Allow to configure Account Owner auto-assignment rules
        • Allow access to Contacts owned by all agents -> By default, this role is switched OFF for ‘Sales Agent’ and ‘Sales Leads’. This is because Sales teams generally require members to only have visibility of their own leads. 
      • Basically, only Sales roles:
        • Get to update lead statuses/account owner of contacts
        • Get access to the following sections:
          • Lead Statuses Configuration Page
          • Contact Owner Assignment Rules Page
        • Have the option of getting ‘restricted visibility’ to leads (non-Sales roles by default can view all contacts, if they have access to the Contacts hub).
      • If your Sales, Marketing & Support teams all use Interakt, and you see all 6 roles available to you, we would recommend that you:
        • Use the 3 sales roles, i.e., Superadmin, Sales Lead, Sales Agent, for your Sales Team Members.
        • Use the 3 non-sales roles, i.e., Owner, Admin, Teammate, for your Marketing & Support Team Members.
      • To know more about how to use roles for your Sales team, check this article.

Given below is a snapshot of the Role Permissions page (for an account that only has non-Sales roles)

Example of how to use Permission Controls

If you turn off the toggle for Allow to Export Users under the Admin role:

      • All Admins will lose the ability to export users from the Contact Hub.

This makes it easy to enforce data control policies within your organization.

Permissions for Access to PII data

Interakt also provides granular control over access to PII data.

Within the Access to Contact Details section, you can choose to hide phone-numbers / field values of contacts from your team members:

Why Role-Based Access Matters

With Interakt’s Permissioning options, you can:

      • Prevent unauthorized access
      • Protect customer data
      • Maintain operational control
      • Ensure accountability within teams

By setting the right permissions from the beginning, you create a secure and scalable structure for your organization.

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