> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Roles And Permissions

${youtube}[More about Roles and Permissions in this video:](tqhMhAl452I?feature=shared)

### Roles That Can Assign Roles And Permissions: Admin, Owner

There are five roles that can be assigned in Zendo: **Watcher, Agent, Manager, Admin and Owner.** Out of these roles, only **watchers don't count as seats in your plan**.

To learn more about seats, [read this article](https://help.getzendo.io/en/article/seat-limits-13ofkl0/).

|  | Watcher | Agent | Manager | Admin | Owner |
| ---- |
| **Settings** |
| Connect Custom Domain | ❌ | ❌ | ❌ | ❌ | ✅ |
| Manage subscription plans | ❌ | ❌ | ❌ | ❌ | ✅ |
| **Requests** |
| Create Requests | ❌ | ✅ | ✅ | ✅ | ✅ |
| View Requests they’re assigned to | ✅ | ✅ | ✅ | ✅ | ✅ |
| Interact with Requests they’re assigned to | ❌ | ✅ | ✅ | ✅ | ✅ |
| View and interact with all Requests | ❌ | ❌ | ✅ | ✅ | ✅ |
| Delete Requests | ❌ | ❌ | ✅ | ✅ | ✅ |
| Edit and remove sent messages | ❌ | ✅ | ✅ | ✅ | ✅ |
| Access and see notes | ❌ | ✅ | ✅ | ✅ | ✅ |
| **Documents** |
| Issue a Quote | ❌ | ✅ | ✅ | ✅ | ✅ |
| Issue an Invoice | ❌ | ✅ | ✅ | ✅ | ✅ |
| **Edition** |
| Create & edit Workflows | ❌ | ❌ | ❌ | ✅ | ✅ |
| Create & edit Statuses | ❌ | ❌ | ❌ | ✅ | ✅ |
| Create & edit Custom Fields | ❌ | ❌ | ✅ | ✅ | ✅ |
| Create & edit Form Fields | ❌ | ❌ | ✅ | ✅ | ✅ |
| Create & edit Services | ❌ | ❌ | ❌ | ✅ | ✅ |
| Create & edit Forms | ❌ | ❌ | ❌ | ✅ | ✅ |
| Create & edit Order Page | ❌ | ❌ | ❌ | ✅ | ✅ |
| **Team Management** |
| Invite Team Members | ❌ | ❌ | ❌ | ✅ | ✅ |
| Assign & edit roles | ❌ | ❌ | ❌ | ✅ | ✅ |
| **Client Management** |
| Invite Clients | ❌ | ✅ | ✅ | ✅ | ✅ |
| Access & edit Client Profile | ❌ | ✅ | ✅ | ✅ | ✅ |
| **Impersonation** |
| Impersonate Clients | ❌ | ✅ | ✅ | ✅ | ✅ |
| Impersonate Agents & Watchers | ❌ | ✅ | ✅ | ✅ | ✅ |
| Impersonate Managers | ❌ | ❌ | ✅ | ✅ | ✅ |
| Impersonate Admins | ❌ | ❌ | ❌ | ✅ | ✅ |
| Impersonate Owners | ❌ | ❌ | ❌ | ❌ | ✅ |

To change the role of a team member:

1. Find *Settings & Customization* on the left-hand side panel and select *Workspace*, 
2. Select *InternalTeam* from the drop-down menu,
3. On the new page, find the team member whose role you'd like to change and select the three dots in the Actions column on the right,
4. Select *Change role* from the drop-down menu,

![](https://storage.crisp.chat/users/helpdesk/website/-/5/3/1/2/531203e6a7585000/cleanshot-2026-02-16-at-095008_6kbd62.png)
5. In the popup window, choose the role you want to assign and select the "Save changes" button.

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-change-role-2_1dkl5lu.png)