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Company Roles

What you'll learn
  • How employees have roles within a company
  • How to switch between employee profiles using "Trocar profissional"
  • 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 "Trocar profissional" (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:

  1. Look for the "Trocar profissional" (Switch employee) option in the sidebar or navigation area.
  2. Click it to see a list of available employee profiles within your company.
  3. 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. The URL path will update to include the selected employee's ID (e.g., /dashboard/{employeeId}/...).

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.

RoleAccess
AdminFull access to all settings, billing, team management, integrations, and company configuration
EmployeeAccess 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 Empresa > Configuracoes and related pages (storage, logs, data packs, 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.
tip

Use the "Trocar profissional" 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.

Next steps​