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Roles & Permissions

Spun's access control is built around 4 role presets with 8 granular permission flags and 3 contact visibility levels. Everything is configured through the Share Wizard.

Role matrix

All four presets are available on every paid plan. The Free Trial cannot share the inbox at all.

The 4 role presets

RoleSendScheduleEdit LabelsEdit ContactsSet AlarmsUse AIArchivePayment RemindersScope
ViewerFilters
Team MemberFilters
ManagerFilters
Full ControlEntire inbox

8 permission flags

Each flag can be toggled independently after selecting a role preset:

  1. can_send_messages — Send text, media, voice messages
  2. can_schedule_messages — Queue messages for future delivery
  3. can_edit_shared_labels — Create, edit, delete labels
  4. can_edit_contacts — Modify contact names, notes, custom fields
  5. can_set_admin_alarms — Create alarms visible to other team members
  6. can_use_ai — Access AI Compose, Summarize, Translate, Smart Replies
  7. can_archive_chats — Archive and unarchive conversations
  8. can_manage_payment_reminders — Configure payment reminder flows

Flag dependencies

  • can_schedule_messages requires can_send_messages
  • can_manage_payment_reminders requires can_send_messages

Contact visibility levels

Controls what contact information is visible to the team member:

LevelPhone numberContact nameNotes & fieldsChat messages
None
Chat onlyDisplay name only
Full

Default by role:

  • Viewer → Chat only
  • Team Member → Chat only
  • Manager → Full
  • Full Control → Full

Filter scoping

Scoped roles (Viewer, Team Member, Manager) only see conversations matching their assigned saved filters:

  1. Admin creates saved filters (e.g., "VIP Customers", "Hebrew speakers").
  2. When sharing access, admin assigns one or more filters.
  3. The team member's chat list shows ONLY conversations matching those filters.
  4. They cannot see, search, or access conversations outside their filters.

Spun Chat toggle

Separate from inbox access — each invite includes an on/off toggle for Spun Chat:

  • On: Can use Spun Chat for direct messages with other team members
  • Off: No access to Spun Chat at all

This is independent of the inbox role — you can give someone Full Control of the inbox but no Spun Chat, or vice versa.

Plan requirements

CapabilityPlan required
Full Control roleAny plan with Team Inbox
Scoped roles (Viewer, Team Member, Manager)Any paid plan
Extra team membersFree - per-seat billing has been retired

See Pricing for full plan comparison.

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