Company Roles
- How employees have roles within a company
- How to switch between employee profiles using "Switch employee"
- How roles affect what employees can access
In AutoTalk, each employee operates within the context of a company. Roles determine what each employee can see and do on the platform, and the Switch employee feature lets you move between different employee profiles within the same company.
Switching between employees
If your company has multiple employee profiles, you can switch between them without logging out:
- Look for the Switch employee option in the sidebar or navigation area.
- Click it to see a list of available employee profiles within your company.
- Select the employee profile you want to work as.
After switching, the platform context changes to reflect the selected employee. This means the calendar, inbox, settings, and services page will show data relevant to that employee.
This feature is useful for business owners or administrators who need to manage settings, schedules, or conversations on behalf of different team members.
How roles work
Roles control the level of access each employee has within the company.
| Role | Access |
|---|---|
| Admin | Full access to all settings, billing, team management, integrations, and company configuration |
| Employee | Access to inbox, calendar, clients, services, and employee settings |
The user who creates a company is automatically assigned the Admin role. Team members who join via invite links are assigned the Employee role.
Role-based visibility
Roles affect which sections of the platform are visible and editable:
- Company settings -- Only admins can access Company > Settings and related pages (storage, logs, integrations, API tokens, webhooks).
- Team management -- Generating invite links, kicking, and removing employees is restricted to admins.
- Billing -- Only admins can manage subscriptions, view invoices, and access payment settings.
- Inbox and calendar -- Both admins and employees can access these.
Use the "Switch employee" feature to quickly check how the platform looks from another employee's perspective. This is helpful when setting up schedules or verifying that the right services are assigned to the right people.
Employee Profiles
Every team member in your company has an employee profile that stores their identity information. The profile determines how the employee is displayed throughout the platform -- in the calendar, inbox, and any client-facing contexts.
Accessing the employee profile
- In the sidebar, navigate to Employee > Settings.
- The employee edit form opens, showing the profile for the currently active employee.
If you need to edit a different employee's profile, use the Switch employee option to switch to that employee first, then navigate back to the settings page.
Profile fields
The employee profile edit form includes the following fields:
Avatar (profile photo)
The avatar section displays the employee's current profile image. Below the image, you will find two buttons:
- "Edit image" -- Click this to upload a new profile photo or change the existing one.
- "View storage" -- Click this to open the storage view where you can browse previously uploaded images and media files.
Name
The Name field contains the employee's display name. This is the name that appears throughout the platform -- in the calendar, inbox, chat interface, and anywhere the employee is referenced.
To update the name, simply edit the text in the field and save.
The Actions button
The employee settings page includes an Actions button that provides access to additional operations. This button opens a menu with options that go beyond the basic profile fields, such as advanced configuration or administrative actions related to the employee.
Use a clear, recognizable profile photo for each employee. This makes it easier for team members to identify who is assigned to conversations and calendar events at a glance.
Next steps
- Inviting team members -- Generate invite links and manage your team