Client Permissions

BuildVoiceAI provides eight granular permissions that control what client portal users can access. As an agency admin, you set default permissions for all clients and can override them on a per-client basis.

Permission Types

view_agents

Allows client portal users to see the list of agents assigned to their account. Users can view agent names, statuses, and assigned phone numbers. Without this permission, the Agents section is completely hidden from the client portal.

edit_agents

Allows client portal users to modify agent configuration, including prompts, voice settings, and behavior options. Requires view_agents to also be enabled.

⚠️

Enabling edit_agents gives clients the ability to change agent prompts and settings. Only enable this for clients who understand their agent’s configuration and can be trusted to make changes without breaking functionality.

view_calls

Allows client portal users to see the call history table for their agents. Users can browse calls, see timestamps, durations, and call statuses. Without this permission, the Calls section is hidden.

view_call_details

Allows client portal users to drill into individual call records. This includes access to call recordings, transcripts, summaries, and sentiment analysis. Requires view_calls to also be enabled.

💡

You can enable view_calls without view_call_details to let clients see that calls are happening and track volume without giving them access to recordings and transcripts.

view_analytics

Allows client portal users to see the analytics dashboard for their agents. This includes call volume charts, average duration, sentiment trends, and performance metrics.

manage_billing

Allows client portal users to view their billing information, invoices, and usage details. They can see per-minute costs, total spend, and download invoices. Without this permission, billing information is hidden.

view_integrations

Allows client portal users to see which integrations (CRM, calendar, etc.) are connected to their account. Users can view integration status but cannot modify connections.

manage_integrations

Allows client portal users to connect, disconnect, and configure integrations for their account. This includes linking CRM accounts, setting up calendar sync, and managing webhooks. Requires view_integrations to also be enabled.

Permission Summary Table

Permission	What It Controls
`view_agents`	See agent list and basic info
`edit_agents`	Modify agent prompts, voice, and settings
`view_calls`	Browse call history table
`view_call_details`	Access recordings, transcripts, and summaries
`view_analytics`	View analytics dashboards and charts
`manage_billing`	See invoices, costs, and usage
`view_integrations`	See connected integrations
`manage_integrations`	Connect and configure integrations

Client permissions settings showing toggle switches for each permission

Toggle individual permissions on or off for each client.

Setting Default Permissions

Default permissions apply to all new clients when they are created. To configure defaults:

Navigate to Settings
Find the Client Defaults section
Toggle each permission on or off
Save your changes

New clients will inherit these defaults. Existing clients are not affected when you change the defaults.

Per-Client Overrides

To customize permissions for a specific client:

Navigate to Clients and select the client
Open the Permissions tab
Toggle individual permissions to override the defaults
Save your changes

Per-client settings always take priority over the agency defaults.

Recommended Permission Sets

Hands-Off Client

For clients who just want the service to work and do not need portal access:

All permissions off
Do not invite any client users

View-Only Client

For clients who want visibility into their agents and calls but should not make changes:

view_agents — on
view_calls — on
view_call_details — on
view_analytics — on
Everything else — off

Self-Service Client

For clients who manage their own agents and integrations:

All permissions on

Agency admins always have full access to all clients regardless of these permission settings. Permissions only affect client portal users.