Skip to content
SubstyHelp center
API docs Open Substy
Getting startedAI & automationMessages & scriptsTeamWorkspaceBilling & earnings
Team
Team
Overview
Set AI Chatter availability by team shiftsCreate and manage employee shiftsReview shift history and performanceUnderstand schedules and shiftsManage recurring schedules
Understand the Golden Ratio InsightUnderstand Creator StatisticsUnderstand Employee StatisticsFilter Employee Statistics
Invite and manage team members
The four default rolesHow permissions and data visibility workCreate and assign custom roles
Help centerTeam Management / Roles & Permissions

Team Management / Roles & Permissions

Control what each team member can see and do with default roles, custom roles, and permissions.

3 articles

The four default roles

What Owner, Admin, Team Leader, and Chatter can do — and when to assign each one.

3 min read

How permissions and data visibility work

Understand the difference between role actions, Personal or Agency-wide data scope, and creator access.

1 min read

Create and assign custom roles

Create a custom role, optionally duplicate an available role, and assign the result to a member.

1 min read

Ask AI

Answers from the Substy help center, with sources.

What would you like help with?

Answers from the Substy help center, with sources.