Look up every permission by role.

This is the full list of Zurvo’s permissions, grouped by resource, with a check for each built-in role that holds it. Use it to look up exactly what a role can do, or to plan a custom role. In the tables, O = Owner, A = Admin, Ag = Agent, V = Viewer.

The Owner column is always fully granted, so every permission below is held by the Owner. Three permissions are owner-only and can never be delegated to an Admin or a custom role — they’re flagged in the table.

Conversations

Permission	O	A	Ag	V	What it grants
View conversations	✓	✓	✓	✓	See the shared inbox and read visitor conversations.
Reply to conversations	✓	✓	✓	—	Send human replies in a conversation during handoff.
Assign conversations	✓	✓	✓	—	Assign or reassign a conversation to a teammate.
Export conversations	✓	✓	—	—	Download conversation transcripts, including any contact details a visitor shared.
Delete conversations	✓	✓	—	—	Permanently delete a conversation and its messages.

Leads

Permission	O	A	Ag	V	What it grants
View leads	✓	✓	✓	—	See captured leads and their contact details.
Manage leads	✓	✓	✓	—	Edit, re-scan, and update the status of captured leads.
Export leads	✓	✓	—	—	Export the full lead list, including contact details.

Knowledge

Permission	O	A	Ag	V	What it grants
View knowledge	✓	✓	✓	✓	Browse the knowledge base documents and sources.
Edit knowledge	✓	✓	—	—	Add, upload, scrape, and edit knowledge documents.
Delete knowledge	✓	✓	—	—	Delete knowledge documents and crawled sources.
Crawl websites	✓	✓	—	—	Start, recrawl, and cancel website crawl jobs.

Business profile

Permission	O	A	Ag	V	What it grants
Edit business profile	✓	✓	—	—	Generate and edit the AI business profile and FAQs.

Analytics

Permission	O	A	Ag	V	What it grants
View analytics	✓	✓	✓	✓	See usage, insights, and handoff analytics dashboards.

Settings

Permission	O	A	Ag	V	What it grants
Edit chatbot settings	✓	✓	—	—	Configure the chatbot: model, persona, and behavior.
Edit widget settings	✓	✓	—	—	Configure the embeddable widget appearance and content.
View handoff settings	✓	✓	—	—	View live-chat / human-handoff configuration.
Edit handoff settings	✓	✓	—	—	Configure live-chat / human-handoff routing and hours.

Saved replies

Permission	O	A	Ag	V	What it grants
View saved replies	✓	✓	✓	✓	See the shared canned/saved reply library.
Manage saved replies	✓	✓	✓	—	Create, edit, and delete shared saved replies.

Team

Permission	O	A	Ag	V	What it grants
View team	✓	✓	—	—	View the team directory and each member’s org access.
Manage team (owner-only)	✓	—	—	—	Invite, remove, and re-grant teammates. Can’t be delegated.

Billing

Permission	O	A	Ag	V	What it grants
View billing	✓	✓	—	—	View the plan, invoices, and usage against limits.
Manage billing (owner-only)	✓	—	—	—	Change the plan and payment method. Can’t be delegated.

Organization

Permission	O	A	Ag	V	What it grants
Edit org settings	✓	✓	—	—	Edit organization settings, widget content, and lead capture.
Delete organization (owner-only)	✓	—	—	—	Permanently delete the organization. Can’t be delegated.
Export org data	✓	✓	—	—	Export the organization’s data.

To build a role from any subset of these, see Create custom roles with the permission matrix.

Frequently asked questions.

Which permissions are owner-only?

Three: Manage team, Manage billing, and Delete organization. These are non-delegable — they belong to the account owner alone and can't be added to an Admin or a custom role. They're marked owner-only in the table below.

Can I grant just some of these to a custom role?

Yes. A custom role can hold any combination of these permissions except the three owner-only ones. Build it on the Roles & permissions page and tick exactly the capabilities you want.