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:
Accessing 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.
Team-wide 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 Team-wide 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
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 roles – Create and edit organization roles.
Add users to workspace – Add existing users to specific workspaces.
Manage permissions – Modify permission sets for Organization and Workspace roles.
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.
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.
💡 Note: Workspace roles can't manage organization-level permissions unless they're also assigned an Organization Role.
Organization object permissions
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.
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.
Adding 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.
Team-Wide Roles
Team-wide 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 team-wide roles just like workspace roles, but any changes you make will automatically apply to every workspace the role is assigned to.
To create a Team-wide Role:
Click the + icon next to Team-wide Roles on the left.
Name the role and click Create.
Select the role to set its permissions, then click Save. Team-wide roles have the same permission categories as Workspace Roles.
In order to assign a team-wide 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.
Available permission categories include:
Sequences – Run, pause, create, delete, archive, or view sequences, and change sequence owners.
Contacts – Create, delete, edit, and view 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 the Inbox page.
Data – Access the data search.
Settings – Access and manage settings from the Team section.
AI SDR – Access team's AI SDR offers, knowledge bases, or playbooks.
Website visitors – Create/edit workspace trackers, view workspace trackers, 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.
