Organisation

Tailor access with custom permissions

Tailor access with custom permissions

You can now fine-tune what each teammate can do in myne when a standard role is close but not perfect. Keep billing and teammate invites with Admins, while giving a coordinator just enough room to send campaigns or update customers.

On Access, switch the role to Custom and tick view, edit, or delete for each area—Customers, Conversations, Campaigns, Automations, Signals, and the rest. You can also set how much of the AI Analyst they can use. Unsupported actions stay hidden so the list stays simple.

Open Settings → Users, select a teammate, go to Access, choose Custom, adjust the permissions, and save. Start from a role that is almost right, then switch to Custom if you need to tweak a few areas.

Changing someone to Custom (or changing what they can view, edit, or delete) updates what they can open the next time they use myne. Double-check Access after you change it if they report a missing menu.

Back to updates