Who sees this: Everyone
What "Who can do this" means
Each Help Centre article tells you who can do the task:
All users: everyone in your organisation can do it.
Admins: people with the Admin role can do it.
This is the minimum. Your organisation can give the same access to more people. For example, a Leader can often manage connected apps too. If an article says Admins and you can do the task, your role allows it.
How roles work
Each person has one or more roles.
A role is a set of permissions, for example Create clients or Manage integrations.
Admins create and change roles in Organisation Settings → Team & Permissions.
A change to a role works immediately for everyone who has it.
The four starting roles
Each organisation starts with four roles. Your organisation can rename them, change them or make new roles. Most organisations use their own roles.
Role | What it can do |
Admin | Everything, including members, roles and API keys |
Leader | Everything, except: manage members and roles, manage API keys, approve access requests, see kudos across the organisation |
Core | Day-to-day client work across the team |
Member | Sees other people's clients in lists, but cannot open them. Their calls and emails still go into Kaizan. |
To find your role, ask your Kaizan admin.
The permissions in a role
Admins turn permissions on or off for each role. The permissions are in five groups:
Clients:
See clients they don't own · See inside the team's clients · Create clients · Edit the team's clients · Delete clients · Follow clients · Manage client tiers · Export client data
Conversations & contacts:
Open the team's calls and emails · View contacts · Edit contacts
Work & activity:
View actions · Create and edit actions · View team activity · See kudos for their team · See kudos across the organisation
Insights & products:
View CARE scores · See every client in the organisation · Manage key phrases and risk categories · Manage products
Administration:
Manage team settings · Choose AI-enabled clients · Manage integrations · Manage members and roles · Manage API keys · Approve access requests · Receive leadership reports
The editor shows a short description under each permission.
Give a person a different role
Who can do this: Admins
Open the profile menu and select Organisation Settings.
Select Team & Permissions.
In Team members, find the person.
Select Change permission groups.
Choose the roles, then select Save.
Result: The person gets the new access immediately.
Create or change a role
Who can do this: Admins
Go to Organisation Settings → Team & Permissions.
To change a role, select its name or its permission count, for example 21/24.
To create a role, select New role.
Choose a starting role, or Custom — start from scratch.
Turn permissions on or off.
Select Save.
Result: Everyone with that role gets the new access.
Note: Kaizan adds new permissions to the four starting roles automatically. If you change a starting role, or create your own role, Kaizan does not add new permissions to it. Turn them on yourself.
Warning: Manage members and roles and Manage API keys give full control of your organisation. Give them only to people you trust with admin access.
If you cannot see an option or a client
An option or a page is missing: your role does not include it. Ask your Kaizan admin.
You cannot open a client: select Request access. The people who own the client get your request. When they approve it, you get access immediately and an email.
You do not know who your admin is: email support@kaizan.ai.
Common questions
Does my role change what Kaizan records?
No. Your role controls what you can see and do in Kaizan. It does not change which meetings Kaizan AI joins.
Can a person have more than one role?
Yes. They get every permission from all their roles.