Team Management·Updated Feb 6, 2026
Roles & Permissions
Understand the different team roles and what each can access.
Available Roles
KendoAI has four team roles:
Owner - Full control over team settings, billing, and members
Admin - Can manage members and settings, but not billing
Member - Standard access to training and their own analytics
Viewer - Read-only access to permitted data
Permission Matrix
What each role can do:
Training & Agents - All roles can train; only Admins+ can share agents to team
Call Analysis - All roles can upload; Viewers can only see their own calls
Analytics - Members see their own; Admins see all team data
Team Management - Only Admins and Owners
Billing - Only Owners
Settings - Admins can modify most; Owners have full control
Changing Roles
- Update a member's role:
- 1. Go to Team > Members
- 2. Find the member
- 3. Click the role dropdown
- 4. Select the new role
- 5. Confirm the change
- Changes take effect immediately.
Owner Transfer
Transferring team ownership:
- Only the current Owner can transfer ownership
- Go to Team > Settings > Danger Zone
- Select the new Owner
- Confirm the transfer
- You'll become an Admin after transfer
This action cannot be easily undone.
Best Practices
Role assignment tips:
- Limit the number of Owners and Admins
- Use Viewer role for stakeholders who just need visibility
- Managers should typically be Admins
- Individual contributors are usually Members