> For the complete documentation index, see [llms.txt](https://runporter.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://runporter.gitbook.io/docs/settings/roles-and-permissions.md).

# Roles & permissions

Control what each access level can do in this workspace.

**Roles & permissions** determine which features each access level can use and which actions they can take in Porter. Review the permissions for **Manager**, **Team member**, and **View-only** users to control access to conversations, coaching tools, performance information, and recording.

**Greyed checks** are fixed by the system and cannot be changed.

***

## **Conversations & coaching**

These permissions control access to conversations, performance information, and coaching tools.

<table><thead><tr><th width="220.111083984375" align="center">Permissions</th><th width="169.888916015625" align="center" valign="middle">Manager</th><th width="169.5555419921875" align="center">Team member</th><th width="169.5556640625" align="center">View only</th></tr></thead><tbody><tr><td align="center">View conversation logs</td><td align="center" valign="middle">✓</td><td align="center">✓</td><td align="center">✓</td></tr><tr><td align="center">View Coach's corner</td><td align="center" valign="middle">✓</td><td align="center">✓</td><td align="center">✓</td></tr><tr><td align="center">View team metrics</td><td align="center" valign="middle">✓</td><td align="center"></td><td align="center"></td></tr><tr><td align="center">Chat with Porter</td><td align="center" valign="middle">✓</td><td align="center">✓</td><td align="center"></td></tr><tr><td align="center">Add notes to transcripts</td><td align="center" valign="middle">✓</td><td align="center">✓</td><td align="center"></td></tr><tr><td align="center">View daily and weekly digests</td><td align="center" valign="middle">✓</td><td align="center"></td><td align="center"></td></tr></tbody></table>

Managers have all permissions enabled and cannot change them. Team members and View-only users can enable or disable **View dashboard stats**, **Chat with Porter**, and **Add notes to transcripts**.

**View conversation logs** is always enabled for both roles, while Daily and Weekly digests are only available to Managers.

***

## **Recording**

These permissions control whether users can record phone calls and in-person conversations.

<table><thead><tr><th width="220.2222900390625" align="center" valign="middle">Permission</th><th width="170" align="center">Manager</th><th width="169.888916015625" align="center">Team member</th><th width="169.888916015625" align="center">View-only</th></tr></thead><tbody><tr><td align="center" valign="middle">Recording calls</td><td align="center">✓</td><td align="center">✓</td><td align="center"></td></tr><tr><td align="center" valign="middle">Recording in person</td><td align="center">✓</td><td align="center">✓</td><td align="center"></td></tr></tbody></table>

Managers can disable recording permissions. Team members have both recording permissions enabled and cannot change them. Recording permissions are not available for View-only users.
