Roles and permissions
Who this is for: Everyone.
Clositic has three roles per company:
| Role | Who typically has it | Access |
|---|---|---|
| Owner | Company creator | Full access; one Owner per company (cannot be changed in Settings today) |
| Admin | Sales managers, enablement | Same as Owner for dashboard, conversations, performance, settings, invites |
| Member | Sales reps | AI Training only — call setup and live calls |
What Members cannot access
Members are redirected away from:
- Dashboard
- Conversation Review (team list)
- Team Performance
- Settings
They can see the credits balance in the top bar (usage signal, not manager analytics).
What Admins cannot do
- Change the Owner role using the member menu.
Invitations
Invites are sent as Member or Admin only. New Owners are not created via invite in the current product.