As a new Drift customer, understanding roles during set-up is key to getting the most out of your account. Within the Drift platform there are four different roles, each with their own permissions. 

Billing Plan:
Setting Role is available on all Drift plans

Intended Audience:

• Admin

In this Article, we'll cover:

• Roles
• Setting User and Admin Roles
• Account Ownership

Roles

Within the Drift platform there are five different roles, each with their own permissions. 

Chat User 

A chat user is generally somebody who is mainly using Drift to answer leads or customers that message you through Drift. User’s are able to access the following:

• All conversations
• Their conversations only
• Their conversations only and ones with no participants

Admin 

An admin has access to everything in Drift. The account owner is by default an admin, there is nothing they can't access. The Admin Seat grants a user access to everything within Drift! This includes all conversations, and all settings including, billing, teammate management, security, and integrations. Please note that only admins are able to access the specific areas that are listed above.

Marketer

If you are on the Drift Advanced of Enterprise plan you also have access to the Marketer seat. The Marketer seat allows access to playbooks, reporting, and to view conversations. Please note that this seat can not respond to conversations, only view them.

Service

The Service Agent role is available on the Drift FY22 Premium, Advanced, and Enterprise plans. The Service Agent Role is a role in Drift that comes pre built to fit the needs of agents that use Drift as a support service. Now when you invite teammates to your Drift instance, you will have the option to invite them as a Service Agent along with our other existing roles. 

Sales Manager

The Sales Manager role is available on the Drift FY22 Premium, Advanced, and Enterprise plans. The Sales Manager Role is a role in Drift that comes pre built to fit the needs of your Sales Managers. Sales Managers can now access the information they need in Drift without also having unnecessary settings in their way.

Things to Note: The Sales Manager roles does not come with playbook access.  If a user is assigned as Admin and Sales Manager, they will not have access to playbooks.  To prevent this, assign the user as only an Admin.

Setting User & Admin Roles 

To assign admin or user roles to a team member follow the steps below, you’ll also be able to assign Pro Video and Calendar permissions to teammates. 

To set roles:

1. Go to Settings
2. Under settings locate Manage Teammates in the side navigation
3. Click on a teammates table row 
4. Use the dropdown menu to assign the desired role
5. Click Save when finished 

Account Ownership

Drift Account ownership is transferable between teammates. Any user who is an admin can transfer account ownership to any other admin in the account, including themselves.