Roles & permissions
Who can do what in Flyby, the Owner, Manager and Lead moderator roles.
Each team member has one role that decides what they see and what they can do. There are 3 roles: Owner, Manager and Lead moderator.
Roles at a glance
Owner
Everything. There's exactly one owner per agency, and nobody can remove or demote them.
Manager
Same as the owner, except they can't remove or demote the owner, delete the agency or transfer ownership.
Lead moderator
Works qualified leads only, and can view contacts without editing.
Permissions table
| Permission | Owner | Manager | Lead moderator |
|---|---|---|---|
| Conversations: reply, take over from the AI, notes and assignment | ✓ | ✓ | — |
| All leads (including ones not qualified yet) | ✓ | ✓ | — |
| Qualified leads and their tasks | ✓ | ✓ | ✓ |
| Convert a lead to a booking, or delete a lead | ✓ | ✓ | — |
| View contacts | ✓ | ✓ | ✓ |
| Create and delete contacts | ✓ | ✓ | — |
| Catalog: packages, services and FAQs | ✓ | ✓ | — |
| Finance: bookings, payments, expenses and invoices | ✓ | ✓ | — |
| AI agent settings | ✓ | ✓ | — |
| Public page and its analytics | ✓ | ✓ | — |
| Team: invite members, change roles, remove people | ✓ | ✓ | — |
| Agency settings: profile, hours, channels, plan & billing | ✓ | ✓ | — |
| Their own notifications and installing the app on their device | ✓ | ✓ | ✓ |
| Remove or demote the owner | — | — | — |
| Transfer ownership | ✓ | — | — |
| Delete the agency (Danger zone) | ✓ | — | — |
What's a qualified lead?
A qualified lead is one where the AI agent (or your team) finished the qualification questions and the lead reached the Qualified stage. Lead moderators keep seeing these leads even after they move on to proposal, negotiation, won or lost. Learn more about qualification.
Which role should I use?
- Manager: for your partner, sales manager or anyone who needs to manage packages, finance and settings.
- Lead moderator: for sales staff whose job is to call ready customers and close the booking. They won't see conversations or any financial figures.
Managers have almost full access, including finance, channel connections and billing. Only give this role to people you trust.