Company Roles
- How employees have roles within a company
- How to switch between your workspaces when you belong to more than one company
- 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 workspace feature lets you move between your own employee profiles across the companies you belong to.
Switching between workspaces
You have a separate employee profile in each company you belong to. If you belong to more than one company, you can switch between them without logging out:
- Open the account menu (your avatar in the sidebar footer) and look for the Switch workspace section.
- It lists your active employee profiles in your other companies, each showing the profile name and the company it belongs to.
- Select the workspace you want to work in.
After switching, the platform context changes to the selected company: the inbox, calendar, and settings show that company's data.
You hold at most one active employee profile per company, so switching workspaces always means moving to another company. Switching does not let you view the platform as a different team member.
This feature is useful for people who work with more than one business on AutoTalk -- for example, someone who owns one company and is also a team member in another.
How roles work
Every company has one owner — the user who created it — with full, unrestricted access to all settings, billing, team management, integrations, and company configuration. Everyone else is a member.
Beyond that baseline, the owner can define custom roles to grant members specific abilities (such as managing billing or channels) and to restrict which roles can read or change a custom type's records. This is managed in the Company → Team pages (Roles, Members, and Type access).
See Roles & Permissions for the full guide to creating roles, granting capabilities, assigning roles to members, and gating custom-type records by role.
By default, members can access the inbox, calendar, and contacts. Owner-only areas (billing, integrations, team management, company settings) can be opened up to specific roles by granting the matching capability.
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 contact-facing contexts.
Accessing the employee profile
- Open the account menu (your avatar in the sidebar footer) and choose Professional profile.
- The employee edit form opens, showing the profile for the currently active employee.
The form always shows your own profile for the current workspace. If you belong to more than one company and want to edit the profile you hold in another one, switch to that workspace first (see Switching between workspaces), then open Professional profile again.
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:
- "Replace" -- Click this to upload a new profile photo or change the existing one.
- A "More options" (
...) menu, which includes "View storage" to browse previously uploaded images and media files, a link to open the current image in a new tab, and a remove option.
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, edit the text in the field and save.
Pinned items, Initial page, and Options
Under the Options section, the profile form also lets each employee set their Pinned items (the menu shortcuts shown on the mobile bottom bar) and their Initial page (the screen they land on after logging in).
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