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Admin vs. Agent Roles

Every TelBuddy plan supports inviting teammates, up to that plan's seat limit, and each teammate is assigned one of two roles โ€” the goal is letting people help with real day-to-day work without every teammate needing full control over the account.

Admin. Full access: account settings, billing, carrier connections, AI configuration, plan changes, and every synced number's inbox and calling activity. This is the role for whoever is actually responsible for how the account is set up and paid for, not just for using it day to day.

Agent. A more limited role, focused on the parts of TelBuddy someone actually needs to do their job on the phones and in the inbox โ€” texting, calling, and contact notes โ€” without exposing account-wide settings, billing, or integration credentials they don't need and shouldn't be able to change.

Why the split matters. It's common to want more people helping answer texts and calls than you want having access to billing or the Twilio/Telnyx credentials themselves. The role split is what makes that possible on the same account, rather than forcing a choice between "share the one login with everyone" (which loses per-person accountability in the inbox) or "give everyone full admin access" (which is a much bigger trust and security surface than most teams actually need).

Seats count against your plan limit regardless of role. Both Admins and Agents count toward your plan's seat total โ€” the limit is on total logins, not specifically on one role or the other.

Features at a glance

  • Two roles: Admin (full account access) and Agent (day-to-day inbox/calling access)
  • Agents can't see or change billing, carrier credentials, or account-wide settings
  • Both roles count against your plan's total seat limit
  • Lets a team grow without giving every teammate full account control