Overview
Team access is determined by both role and bot assignment. The Roles view shows the current permission matrix across Workspace, Team, Bots & content, Messaging, Analytics, and Billing.
- Choose the correct role for each type of work.
- Understand why an assigned bot does not grant every management action.
- Use the live Roles matrix as the reference for access questions.
Before you start
- Open the workspace in which the member, bot assignments, and shifts should live.
- Confirm your current role allows the team action you intend to perform.
- Use an active chatter membership before creating or editing a chatter schedule.
Step by step
- Open Team and select Roles.
- Find the action in its permission domain instead of assuming access from the role name alone.
- Compare the columns for Owner, Admin, Team Leader, and Chatter.
- Review the member's assigned bots when an action is limited to a bot scope.
- Test the intended workflow with the member before assigning live fan coverage.
How it works
These are the product rules and states that matter for this workflow.
| What to know | Telestars behavior |
|---|---|
| Owner | Has the broadest workspace authority and is the only role that cannot be assigned through a normal invitation. |
| Admin | Can manage team roles and workspace operations within the permissions shown in the matrix. |
| Team Leader | Can supervise permitted conversations, invite chatters, assign bots within scope, and manage chatter shifts. |
| Chatter | Can use the Fan Inbox and assigned bot scope, while management and supervision actions remain restricted. |
Verify the result
- The member role and assigned bots match the intended operating scope.
- The weekly schedule is shown in the workspace timezone, including any overnight end time.
- Invitations, role changes, assignments, and schedule changes appear in the appropriate team view.
Troubleshooting
| If you see this | What to check |
|---|---|
| A team action is missing | Review the Roles matrix and confirm your role can manage the target member and action. |
| A chatter cannot find a bot | Check the chatter membership is active and that the bot is assigned in Team. |
| A shift is classified unexpectedly | Compare the clock-in time, workspace timezone, and scheduled slot shown for that day. |
Best practice
Treat the live Roles matrix as authoritative. A job title outside Telestars does not change the permissions attached to a Telestars role.