> ## Documentation Index > Fetch the complete documentation index at: https://docs.alysio.ai/llms.txt > Use this file to discover all available pages before exploring further. # User Roles and Permissions > Available roles and how to assign them ## User Roles and Permissions — Alysio Alysio uses a structured role-based access model to control what users can view and do within the platform. User roles define permissions for accessing revenue data, configuring platform features, and initiating operational workflows. Roles are assigned and managed by Workspace Administrators and can be updated at any time. Each role is designed to align with common responsibilities across modern revenue organizations, including RevOps leaders, managers, account executives, and executive stakeholders. By combining user roles with integration-level permissions and data visibility rules inherited from connected systems, Alysio ensures that users only access the information and capabilities appropriate to their responsibilities. *** ## Available User Roles Alysio includes several default user roles designed to support typical revenue team structures. ## Workspace Administrator The Workspace Administrator role provides full access to all platform features, settings, integrations, and data. Administrators are responsible for managing the Alysio workspace, configuring integrations, setting up AI Revenue Agents, and overseeing platform governance. This role is typically assigned to: RevOps leaders\ System administrators\ Platform owners\ Revenue operations teams Workspace Administrators can perform the following actions: Invite and remove users\ Assign and modify user roles\ Connect and manage platform integrations\ Configure AI Revenue Agents and signal detection settings\ Access all pipeline, account, and engagement data across the workspace\ Review platform audit logs and activity history Because this role includes full administrative control, it should be assigned only to users responsible for managing the platform. *** ## Manager The Manager role provides access to team-level revenue intelligence and operational insights. Managers can view pipeline activity, account intelligence, and revenue signals associated with their team’s accounts and opportunities. This role is designed for sales managers, team leaders, and revenue leaders who need visibility into team performance. Managers can perform the following actions: View pipeline and forecast data for their team\ Access account and deal intelligence for team-managed accounts\ Review signals and alerts related to their team's opportunities\ Configure team-level notifications and alerts\ Review AI Revenue Agent activity related to their team's accounts Managers do not have access to workspace-level configuration settings or integration management. *** ## Individual Contributor The Individual Contributor role is designed for users responsible for managing specific accounts or opportunities. Typical users include: Account executives\ Sales representatives\ Customer success managers\ Revenue team members with assigned accounts Individual Contributors can perform the following actions: View pipeline and account data for their assigned opportunities\ Access deal intelligence and revenue signals for their accounts\ Receive alerts and notifications related to their pipeline activity\ Initiate authorized actions through the Execution Engine Individual Contributors only see the accounts and opportunities assigned to them and do not have access to broader team-level or workspace-level data. *** ## Read-Only The Read-Only role provides view-only access to platform data. Users assigned this role can view revenue intelligence insights and pipeline summaries but cannot modify settings or initiate operational actions. This role is commonly used for: Executive leadership\ Finance teams\ Strategy teams\ Stakeholders who require visibility into revenue performance Read-Only users can: View dashboards and pipeline summaries\ Review account intelligence and deal insights\ Observe signals and platform activity They cannot configure agents, modify integrations, change settings, or trigger Execution Engine actions. *** ## Assigning Roles User roles are assigned and managed by Workspace Administrators. To assign a role: Navigate to the Users section within workspace settings.\ Invite a new user by entering their email address.\ Select the appropriate role during the invitation process. Roles can be updated at any time by editing a user’s role assignment within the Users settings panel. Changes to roles take effect immediately once saved. *** ## Custom Role Configuration Organizations with specific governance or security requirements may request custom role configurations. Custom roles allow organizations to tailor access permissions to match internal policies, department structures, or compliance requirements. For example, custom roles may restrict access to certain data sources or limit access to specific operational capabilities. To discuss custom role configuration options, contact your Alysio account team or email: [support@alysio.ai](mailto:support@alysio.ai) *** ## Role and Permission Best Practices Organizations should follow several best practices when assigning roles within Alysio. Workspace Administrator access should be limited to users responsible for platform configuration and governance. Manager roles should be assigned to users responsible for overseeing team-level performance and operational insights. Individual Contributor roles should be assigned to users managing specific accounts or opportunities. Read-Only access is appropriate for stakeholders who require visibility into revenue intelligence but do not need operational control. Regularly reviewing user role assignments helps ensure that platform access remains aligned with current organizational responsibilities and data governance policies.