Understanding user roles and permissions in Copilot

User roles give admins flexibility and control over how their teams use Copilot. Mapping users to one of the three preset roles helps you manage access effortlessly. Doing so also helps you optimize for billing, since you are billed only for recording users and others in the organization can use Copilot for free.
 

Rep

Customer-facing users (business development reps, account executives, sales reps, etc.) using Copilot to record, transcribe, and analyze sales calls.
 

Manager

Sales managers and coaches that may or may not record their own calls, but use Copilot to review team calls, monitor deal activity, and onboard new reps.

Observer

Stakeholders in the wider organization (within and outside the sales team) who do not use Copilot for call recording, but need visibility into sales conversations, opportunities, and team dashboards.

As admin, you set the role for each new user as you invite them to Copilot. You can also enable or disable recording for specific users and switch user roles as needed.