The Roles & Permissions tab on the Organization page lets you define and control what users can do within your Reply organization. You can customize access levels for both organization-wide and workspace-specific activities.

In this article, we'll cover:

To access the Roles & Permissions tab:

Click your profile icon in the bottom-left corner.
Select Organization.
Open the Roles & Permissions tab.

All existing roles are listed on the left. You can select a role to view and adjust its permissions.

There are three main role levels in an organization:

Organization Roles – control access and settings across the entire organization.
Multi-Workspace Roles – let you assign the same permissions across multiple workspaces at once.
Workspace Roles – manage permissions for a single workspace.

💡 If you need a user to have the same permissions in several workspaces, create a Multi-Workspace Role and assign it to them. If you only need to adjust access in one workspace, use Workspace Roles instead.

Organization Roles

Organization roles apply to the whole account. You can create or adjust these roles to manage who can access key administrative areas.

There are two types of organization permissions:
Organization-level permissions and Organization object permissions.

Organization-level permissions allow users to perform specific actions, such as inviting members or editing workspaces. Organization object permissions give access to manage certain objects (like playbooks, templates, and custom fields) across the entire organization.

Organization-level permissions

Permission	Description
Billing	Manage subscription, update payment methods, and view payment history.
Login as any organization user (except owner)	Log in as any organization member to test, support, or manage sales workflows. The owner's account is excluded for security. Once enabled, you'll see a Sign in as button on the left-hand side panel. Click it to access the other user's account. To return, click your profile photo and select Back to my account.
Login as any organization user	Log in as any user, including the owner. This provides full access to all activities and settings. You can switch between accounts the same way: click Sign in as and select a user, and then Back to my account when done.
Invite new users to Organization	Invite new members to join your organization.
Remove users from Organization	Remove users from your organization.
Assign roles	Assign organization or workspace roles to users.
Manage Organization and Workspace roles and permissions	Create Organization and Workspace roles and modify their permission sets
Add users to workspace	Add existing users to specific workspaces.
Delete roles	Delete existing organization and workspace roles.
Edit workspaces	Change workspace names and logos.
Delete workspaces	Permanently remove workspaces from the organization.
Create workspaces	Create new workspaces for clients or teams.
Manage Reply beta features	Enable or disable Reply beta features for the organization.
View workspaces	View all workspaces in the organization, even those you're not invited to.
Manage organization API keys	Create and revoke organization-level API keys that act on behalf of any user in the organization.
Manage Workspace roles and permissions	Create Workspace roles and modify their permission sets
Access Organization settings	View and manage organization members and access the Refer & Earn section.
Access Plans and Billing Page	View subscription details and manage plans and billing.

💡 Workspace roles can't manage organization-level permissions unless they're also assigned an Organization Role.

Organization object permissions

Feature	Permission	Description
Templates	View organization templates	View and use organization-wide email templates.
	Create organization templates	Create and manage organization-wide email templates.
	Edit organization templates	Edit existing organization-wide email templates.
	Delete organization templates	Delete organization-wide email templates.
AI SDR	Create organization playbooks	Create and manage organization-level playbooks for AI SDR sequences.
	View organization playbooks	View and use organization-level playbooks for AI SDR sequences.
	Edit organization playbooks	Edit organization-level playbooks for AI SDR sequences.
	Delete organization playbooks	Delete organization-level playbooks for AI SDR sequences.
	View Approval mode across organization	View Approval Mode queues across all workspaces in the organization.
	Approve messages in Approval Mode across organization	Approve, regenerate, or delete messages in Approval Mode across all workspaces in the organization.
Sequence templates	Create organization templates	Create and manage organization-wide sequence templates.
	View organization templates	View and use all organization-wide sequence templates.
	Delete organization templates	Delete existing organization sequence templates.
Custom fields	Create custom fields	Create custom fields for organization-wide data management. When this permission is enabled, users will be able to select the Publish this contact field organization-wide checkbox when creating a custom field.

Add an Organization Role

To add an organization role:

Click the + icon in the Organization Roles section.
Enter a role name and click Create.
Select the role to adjust its permissions, then click Save.

To rename or delete a role, click on the three dots next to it.

To assign an Organization Role to a specific user, go to the Users tab and update their role from there.

Multi-Workspace Roles

Multi-Workspace roles let you assign the same permissions to a user across several workspaces in one step. This is helpful when a person, for example, an account manager or senior SDR, needs identical access in all client teams.

You can manage multi-workspace roles just like workspace roles, but any changes you make will automatically apply to every workspace the role is assigned to.

To create a multi-workspace role:

Click the + icon next to Multi-Workspace Roles on the left.
Name the role and click Create.
Select the role to set its permissions, then click Save. Multi-workspace roles have the same permission categories as Workspace Roles.

In order to assign a multi-workspace role to a user, navigate to the Users tab and add it from there.

Workspace Roles

Workspace roles define what team members can do inside a specific workspace.
Each workspace has its own set of roles - changes in one workspace won't affect the others.

Here are the available permissions for workspace and multi-workspace roles:

Feature	Permissions
Sequences	Run/pause, create, delete/archive, or manage sequences, and change sequence owners.
Contacts	Create, delete, edit, view, and perform actions on contacts.
Templates	Access, view, use, edit, and delete team templates.
Reports	View Calls, Email, Workspace Performance, Tasks, LinkedIn, Channel Efficiency, and Agency reports.
Tasks	View, assign, and complete tasks.
Accounts	View, create/update, or delete accounts, and view or update account settings.
Integrations	Access integrations like Zapier, Reply API, and access the Integrations page and Reply Marketplace.
Inbox	Access Inbox.
Data	Access the data search.
Settings	Access Workspace settings.
AI SDR	Access the team's AI SDR offers, knowledge bases, and playbooks, view pending approvals [Beta], and approve messages from Pending Approvals [Beta].
Website visitors	Create/edit, view, and delete workspace trackers.

💡Tip: To give clients or external partners limited access, create a Reports-only role by enabling only the Reports permission.

To add a workspace role:

Click the + icon next to your chosen workspace in the Workspace Roles section.
Enter the role name and click Create.
Select the role, enable or disable permissions as needed, and click Save.

Some permissions have extra options like Workspace or My to give you more control – for example, allowing users to manage only their own sequences.