Roles and security

Roles

What each Leexi role lets you see and do, capability by capability.

Definition: A role groups a set of permissions and determines the pages, actions and settings open to a user. Roles are viewed under Settings > Governance > Roles and assigned from Settings > Company > Teams & Users. Without the Governance add-on, only Super admin and Member can be assigned. The Super admin, System admin and Billing manager roles can only be granted by a Super admin, who is also the only one able to change the roles of another Super admin.

A user can hold several roles: their permissions add up and nothing is removed. The Super admin holds every permission of the other roles. Roles do not decide which calls a user sees: that visibility depends on the access rules and on the sharing of each call. A capability marked "scope" only applies to the calls indicated: their own calls (those they take part in), their team's calls or every call in the company.

Roles matrix

Calls

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
View calls, the library, analytics and scorecards (within the limits of the access rules)	Yes	Yes	Yes	Yes	—	—	—	Yes
Import a recording	Yes	Yes	Yes	Yes	—	—	—	Yes
Edit a call (scope: own calls)	—	Yes	Yes	Yes	—	—	—	Yes
Edit a call (scope: team calls)	—	—	Yes	Yes	—	—	—	Yes
Edit a call (scope: all calls)	—	—	—	Yes	—	—	—	Yes
Delete a call (scope: own calls)	—	Yes	Yes	Yes	—	—	—	Yes
Delete a call (scope: team calls)	—	—	Yes	Yes	—	—	—	Yes
Delete a call (scope: all calls)	—	—	—	Yes	—	—	—	Yes
Edit a call's sharing and access (scope: own calls)	—	Yes	Yes	Yes	—	—	—	Yes
Edit a call's sharing and access (scope: team calls)	—	—	Yes	Yes	—	—	—	Yes
Edit a call's sharing and access (scope: all calls)	—	—	—	Yes	—	—	—	Yes
Edit AI-generated summaries, tasks and emails (scope: own calls)	—	Yes	Yes	Yes	—	—	—	Yes
Edit AI-generated summaries, tasks and emails (scope: team calls)	—	—	Yes	Yes	—	—	—	Yes
Edit AI-generated summaries, tasks and emails (scope: all calls)	—	—	—	Yes	—	—	—	Yes
Edit or delete feedback and snippets published by other people	—	—	Yes	Yes	—	—	—	Yes

Library and filters

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Manage the team's saved filter folders and libraries	—	—	Yes	Yes	—	Yes	—	Yes
Manage the whole company's saved filter folders and libraries	—	—	—	Yes	—	Yes	—	Yes
Create own analytics dashboards and charts	Yes	Yes	Yes	Yes	—	—	—	Yes
Manage the team's analytics dashboards and charts	—	—	Yes	Yes	—	—	—	Yes
Manage the whole company's analytics dashboards and charts	—	—	—	Yes	—	—	—	Yes

Leexi Studio

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Manage the team's conversation types	—	—	Yes	Yes	—	Yes	—	Yes
Manage the whole company's conversation types	—	—	—	Yes	—	Yes	—	Yes
Manage summary templates	—	—	—	Yes	—	Yes	—	Yes
Manage the AI context	—	—	—	Yes	—	Yes	—	Yes
Manage custom vocabularies	—	—	—	Yes	—	Yes	—	Yes
Manage the team's tags	—	—	Yes	Yes	—	Yes	—	Yes
Manage the whole company's tags	—	—	—	Yes	—	Yes	—	Yes
Manage AI Topics	—	—	—	Yes	—	Yes	—	Yes

Leexi Report and Leexi Coach

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Manage the team's AI reports	—	—	Yes	Yes	—	—	—	Yes
Manage the whole company's AI reports	—	—	—	Yes	—	—	—	Yes
Manage the team's scorecard templates	—	—	Yes	Yes	—	Yes	—	Yes
Manage the whole company's scorecard templates	—	—	—	Yes	—	Yes	—	Yes
Assess calls with a scorecard (scope: team calls)	—	—	Yes	Yes	—	—	—	Yes
Assess calls with a scorecard (scope: all calls)	—	—	—	Yes	—	—	—	Yes
Configure Autofill CRM	—	—	—	Yes	—	Yes	—	Yes

Teams and users

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Access the My team page and edit the team's settings	—	—	Yes	Yes	—	Yes	—	Yes
Access the Teams & Users page and create or edit teams	—	—	—	Yes	Yes	—	—	Yes
Create users, edit their settings and assign them roles	—	—	—	—	Yes	—	—	Yes
View the Roles page	—	—	Yes	Yes	Yes	Yes	—	Yes

Company settings

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Change company settings (My company, My logo, Authentication, Partnership, company settings of Notifications and Meeting rules)	—	—	—	—	—	Yes	—	Yes
Enable and configure the company's integrations	—	—	—	—	—	Yes	—	Yes
Set a custom video conferencing URL on an integration	—	—	—	Yes	—	—	—	Yes
Appoint the meeting notes reviewers for the company	—	—	—	Yes	—	—	—	Yes
Customize the assistant	—	—	—	Yes	—	Yes	—	Yes
Customize the emails sent by Leexi	—	—	—	Yes	—	Yes	—	Yes
Customize the call sharing page	—	—	—	Yes	—	Yes	—	Yes
Manage the team's e-mail templates	—	—	Yes	Yes	—	Yes	—	Yes
Manage the whole company's e-mail templates	—	—	—	Yes	—	Yes	—	Yes

Governance

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Configure SSO / SCIM, Storage and Permissions	—	—	—	—	—	Yes	—	Yes
View and manage access rules	—	—	—	—	—	Yes	—	Yes
View audit logs	—	—	—	—	—	Yes	—	Yes

Advanced

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
View and manage API keys	—	—	—	—	—	Yes	—	Yes
View and manage webhooks	—	—	—	—	—	Yes	—	Yes

Billing

Capability	Basic member	Member	Team manager	Company manager	User admin	System admin	Billing manager	Super admin
Access the Billing page and manage licenses, modules and invoices	—	—	—	—	—	—	Yes	Yes

Previous and next pages

My logo

The three customization tabs, their fields, the length and character rules, and the validation flow by Leexi.

Data Security

Understand the main security settings available in Leexi to protect access to calls and accounts.