Roles and permissions
What each role on your team can do, how to change someone's role, how to adjust permissions, and how to create your own roles.
Each person on your team has a role. The role determines what they can do inside the agency. Each role's permissions are viewed and adjusted in AjustesMi agenciaRoles y permisos ("Settings > My agency > Roles and permissions").
Before you start
- Your plan must include a team and your account must be an agency, not an individual profile.
- To see «Roles y permisos» ("Roles and permissions"), change someone's role, or revoke access, you need the «Gestionar roles de agencia» ("Manage agency roles") permission.
- To create your own roles and assign custom roles or branches to a person you also need «Editar perfil de agencia» ("Edit agency profile").
The built-in roles
| Role | How someone gets it | Can it be adjusted? |
|---|---|---|
| Owner | They created the account. | No. It has the control total ("full control") chip and «El dueño conserva todos los permisos de la agencia.» ("The owner keeps all of the agency's permissions."). |
| Administrator | By invitation or role change. | Yes. |
| Manager | By invitation or role change. | Yes. |
| Salesperson | By invitation (it's the role selected by default) or role change. | Yes. |
Each role comes with a default set of permissions. Since your agency can change them, the exact list of what each role has in your account is on the same screen: under each role you see «N permisos activos.» ("N active permissions.") and with «Permisos» ("Permissions") you see which ones they are.
Next to each role's name there's a chip:
The role has the built-in permissions.
What you can do: Adjust them with «Permisos».
Your agency changed this role's permissions.
What you can do: Keep adjusting them or go back to the built-in ones with «Restablecer» ("Reset").
It's the owner's role. It has all permissions.
What you can do: Nothing: it can't be edited.
What each permission unlocks
The permissions are grouped like this on the screen:
| Group | Permissions |
|---|---|
| «Publicaciones» ("Ads") | «Ver publicaciones de la agencia» ("View agency ads"), «Crear publicaciones» ("Create ads"), «Editar publicaciones de la agencia» ("Edit agency ads"), «Editar publicaciones propias» ("Edit own ads"), «Enviar a revisión» ("Send for review"), «Archivar publicaciones» ("Archive ads"), «Eliminar publicaciones» ("Delete ads") |
| «Leads» | «Ver leads» ("View leads"), «Asignar leads» ("Assign leads") |
| «Citas» ("Appointments") | «Ver citas» ("View appointments"), «Gestionar citas» ("Manage appointments"), «Agendar citas a nombre del cliente» ("Schedule appointments on the client's behalf") |
| «Mensajes» ("Messages") | «Ver mensajes» ("View messages"), «Responder mensajes» ("Reply to messages") |
| «Equipo» ("Team") | «Ver miembros» ("View members"), «Invitar miembros» ("Invite members"), «Gestionar roles de agencia» |
| «Facturación» ("Billing") | «Ver facturación de agencia» ("View agency billing"), «Gestionar facturación de agencia» ("Manage agency billing") |
| «Perfil de agencia» ("Agency profile") | «Ver perfil de agencia» ("View agency profile"), «Editar perfil de agencia» |
| «Bancos» ("Banks") | «Ver bancos disponibles» ("View available banks"), «Habilitar bancos de la agencia» ("Enable agency banks") |
| «Créditos» ("Credit") | «Ver tabuladores de crédito» ("View credit rate tables"), «Gestionar tabuladores de crédito» ("Manage credit rate tables") |
| «Integraciones» ("Integrations") | «Ver integraciones de la agencia» ("View agency integrations"), «Gestionar integraciones de la agencia» ("Manage agency integrations") |
Some permissions unlock entire sections of «Ajustes» ("Settings"):
- «Editar perfil de agencia»: edit the storefront and the contact details, the branches, the WhatsApp salespeople, the custom roles, and the assignments.
- «Gestionar facturación de agencia»: change plans, open payments, and do the verification.
- «Invitar miembros»: the «Invitar usuario» ("Invite user") button and the pending invitations.
- «Gestionar roles de agencia»: the «Roles y permisos» section and the «Rol» ("Role") and «Revocar» ("Revoke") buttons in «Equipo».
Adjust a role's permissions
Open the role
In «Roles de fábrica» ("Built-in roles"), tap «Permisos» next to the role. «Permisos de rol» ("Role permissions") opens.
Check and uncheck
Tap each permission to check or uncheck it. At the bottom you see how many you've checked out of the total, with the text «N de M marcados» ("N of M checked").
Save
Tap «Guardar permisos» ("Save permissions"). You see «Permisos del rol actualizados.» ("Role permissions updated."). The changes apply immediately to everyone with that role.
To go back to the built-in permissions, open the role and tap «Restablecer». You see «Permisos restablecidos a los valores por defecto.» ("Permissions reset to the default values.").
New permissions on a customized role
When Cliquéalo adds a permission to the built-in roles, a role with the «personalizado» ("customized") chip doesn't get it on its own: it keeps the permissions your agency chose. If you want it to have it, open it with «Permisos» ("Permissions"), check it and tap «Guardar permisos» ("Save permissions").
The change is immediate
If you remove a permission from a role, everyone with that role loses it at that moment.
Change a person's role
Find the person
In AjustesMi agenciaEquipo ("Settings > My agency > Team"), in «Miembros» ("Members"), find the person. Next to their name you see their current role.
Choose the new role
Tap «Rol». In «Rol en agencia» ("Agency role") choose «Administrador» ("Administrator"), «Gerente» ("Manager"), or «Vendedor» ("Salesperson"). The current role appears checked and can't be tapped.
Done
It's saved when you tap it. You see «Rol del miembro actualizado.» ("Member's role updated.").
The owner's role can't be changed: their row doesn't have the «Rol» button.
Create custom roles
If your operation doesn't fit the built-in roles (for example, a floor manager or a receptionist), create your own in «Roles propios de tu tienda» ("Your store's custom roles"). It only exists inside your agency.
Create the role
Tap «Crear rol» ("Create role"). Type the «Nombre del rol» ("Role name"), for example «Jefe de piso» ("Floor manager"), and check its permissions.
Save
Tap «Crear rol». You see «Rol creado.» ("Role created."). Under its name it shows how many permissions it has and how many people use it, or «sin asignar» ("unassigned").
To change its permissions, tap «Permisos», adjust them, and tap «Guardar permisos» (you see «Permisos actualizados.» ("Permissions updated.")). To delete it, tap the trash can icon; it's deleted without asking for confirmation and you see «Rol borrado.» ("Role deleted.").
A custom role is added to the person's built-in role; it doesn't replace it.
Assign custom roles and branches
In «Miembros», each person has an «Asignar» ("Assign") button (or a summary like «1 rol · 2 sucursales» ("1 role · 2 branches") if they already have something). It only appears if your agency has custom roles or two or more active branches.
Open the assignments
Tap «Asignar». A window opens with their name and «El rol dice qué puede hacer; la sucursal, dónde.» ("The role says what they can do; the branch, where.").
Check roles and branches
In «Roles propios» ("Custom roles") check the ones that apply. In «Sucursales» ("Branches") check where they work.
Save
Tap «Guardar» ("Save"). You see «Asignaciones actualizadas.» ("Assignments updated.").
The usual case
You promote a salesperson
You tap «Rol», choose «Gerente», and from that moment they have the manager's permissions.
Something doesn't work the first time
A salesperson needs an extra permission
Instead of making them a manager, you create a custom role with that permission and assign it to them. They keep their salesperson role.
Worst case
You remove a permission by mistake
Everyone with that role loses it instantly. Check it again and save, or tap «Restablecer».
Special case
You want to delete a custom role someone uses
You can't. First remove it from those people in «Asignar» and then delete it.
Errors and how to fix them
What you see · Roles y permisos
«No tienes permiso para gestionar roles.»
You don't have permission to manage roles.
What it means. Your role doesn't have «Gestionar roles de agencia».
What to do. Ask the owner or an administrator to make the change.
What you see · Equipo > Rol
«No tienes permiso para cambiar roles del equipo.»
You don't have permission to change team roles.
What it means. Your role doesn't have «Gestionar roles de agencia».
What to do. Ask someone with that permission to make the change.
What you see · Crear rol
«Ya tienes un rol con ese nombre.»
You already have a role with that name.
What it means. There's already a custom role with that name.
What to do. Use another name or edit the role you already have.
What you see · Crear rol
«El nombre del rol es muy corto.»
The role name is too short.
What it means. The name has fewer than 2 characters. It also can't be longer than 60.
What to do. Type a name between 2 and 60 characters, with at least one letter or number.
What you see · Crear rol
«Llegaste a 30 roles propios. Borra alguno que ya no uses.»
You've reached 30 custom roles. Delete one you no longer use.
What it means. Your agency already has the maximum of 30 custom roles.
What to do. Delete a role you no longer use and create the new one.
What you see · Roles propios de tu tienda
«Hay 1 persona con este rol. Cámbiale el rol antes de borrarlo.»
There's 1 person with this role. Change their role before deleting it.
What it means. Someone still has that role. If there are several, it says how many.
What to do. Remove the role from them in «Equipo» > «Asignar» and then delete it.
What you see · Equipo > Asignar
«Primero asígnale un rol en la tienda.»
First assign them a role in the store.
What it means. The person doesn't have an active built-in role, so branches can't be assigned to them.
What to do. Give them a role with «Rol» and assign again.
What you see · Roles propios y asignaciones
«No tienes permiso para editar esta agencia.»
You don't have permission to edit this agency.
What it means. To create custom roles or assign them you need «Editar perfil de agencia».
What to do. Ask the owner or an administrator for the permission or for the change.