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Use role defaults when people with the same role should start with the same permissions. Set a shared starting point across an enterprise, then customize a team or one person when needed. You’ll find them on the Members page, at Settings → Business Info → Members.
Role defaults cover the Admin, Member, and Agent roles. Enterprise-level permissions, like Manage Members, are managed separately.

How permissions are decided

For each permission, the most specific setting wins. From most to least specific: For example, an enterprise can turn View Calls off for Members, and a team can turn it back on for its Members. A Member on that team then gets View Calls, unless their own settings turn it off. Changing a default affects people who follow it now and anyone who joins later. A person’s own custom settings stay in place.

Set defaults for an enterprise

You need to be an enterprise Admin with the Manage Members permission.
1

Open enterprise Members

In your enterprise workspace, go to Settings → Members.
2

Pick a role

Select Team role defaults and choose Admin, Member, or Agent.
3

Change what that role gets

Turn permissions on or off. This applies to that role on every team in the enterprise.
4

Save

Select Save Changes.
Team defaults and a person’s own settings still win over these.

Set defaults for one team

You need the Edit Permissions permission. You can only edit defaults for roles at or below your own: Admins can edit all three, Members can edit Member and Agent, and Agents can edit Agent.
1

Open the Members page

Go to Settings → Business Info → Members.
2

Pick a role

Select Role defaults at the top right and choose a role. Some accounts see a newer Members page, called the combined page here, that lists team members and employee contacts together. On that page, open the ⋯ menu at the top right and choose the role under Role defaults.
3

Change what that role gets

Turn permissions on or off. Next to each one, Custom means you set it here and Inherited means it comes from the level above.
4

Save

Select Save Changes.
To clear every custom setting for the role at the level you are editing, select Use inherited defaults, then Save Changes. At the team level the role goes back to the enterprise defaults, or to Avoca’s defaults if the enterprise has none. At the enterprise level it goes back to Avoca’s defaults. Select Cancel to close without saving.

Customize or reset one person

Use a person’s own settings for exceptions to the role defaults.
1

Open their permissions

On the Members page, find the person and select Edit Permissions (Edit permissions on the combined page). You can only do this for people at or below your own role, and not for yourself.
2

Change what they can do

Turn permissions on or off. You can also set permissions while you invite someone, using Edit Permissions on the invite row.
3

Or reset them

Select Reset to role defaults to clear all of that person’s custom settings. Their access can go up or down, so check the switches before you go on.
4

Save

Select Save Changes, or Cancel to leave things as they were.
After a reset, the person follows the current team and enterprise defaults for their role.

What each role starts with

These are Avoca’s starting permissions, before any enterprise, team, or individual changes. You may not see every switch in the editor, because some only appear for products your team uses.

Check the result

To see what a person has now, open Edit Permissions (or View Permissions) on their row. On the combined page these read Edit permissions and View permissions. Each switch shows whether it is Custom or Inherited.
They may have their own custom setting for that permission, which wins over the defaults. Open their Edit Permissions and look for Custom. Use Reset to role defaults only if they should follow the role defaults.
You need the Edit Permissions permission, and the menu lists only the roles at or below your own. At the enterprise level you need to be an enterprise Admin with Manage Members. Check you have the right workspace open.
Another admin saved changes after you opened the editor. Close it, open it again to see the latest defaults, and make your change again.
A page can also be missing because your team doesn’t use that product. See Understand access and feature visibility.
For invitations and SSO, see Manage members, employee contacts, and SSO. For the starting Coach permissions, see Invite managers and agents to Coach.