# Manage teammates and roles

> Invite teammates and choose a role that matches the work they need to do in CallUltra.

Reviewed: 2026-09-30

Source: https://docs.callultra.com/documentation/team

## Role overview

| Role | Typical access |
| --- | --- |
| ORG\_ADMIN / ADMIN / OWNER | Full organization access, including settings, billing, members, and phone numbers. |
| MANAGER | Operate campaigns and calls, review analytics, manage integrations, and monitor live calls. |
| USER / MEMBER | Create and edit agents, place calls, operate campaigns, manage leads, and use knowledge files. |
| VIEWER | Read-only access to agents, calls, recordings, campaigns, leads, integrations, analytics, and billing. |

## Invite a teammate

1. **Open team settings** — Go to the team or members area.
2. **Invite by email** — Enter the teammate's work email and select a role.
3. **Review access** — Confirm the teammate can access only the areas needed for their work.
4. **Update access when roles change** — Review membership when someone changes teams or leaves the organization.

## Protect call data

Call recordings, transcripts, and contact details can contain sensitive information. Give access to people who need it and review permissions periodically.