Open any teammate from your Team list and you will see a grid of permission checkboxes grouped by area. This article explains what those checkboxes are, how to change them, and what they currently do.
These permissions are recorded on the team member's profile, but TixTalk does not enforce them yet. Ticking or clearing a box does not change what that person can actually see or do in the dashboard. Anyone who can sign in to your workspace can reach every area of it, including Team and Settings.
Where the checkboxes live
- Go to Team in the dashboard.
- Select Edit next to the teammate you want to look at. (For the workspace Owner the button reads View.)
- Review the checkboxes, grouped into Tickets, Live Chat, Knowledge Base, Reports, and Management.
- Tick or clear any box and save. The change is stored against that teammate straight away.
When you invite someone, the boxes are pre-filled with the defaults for the role you chose. Changing a checkbox does not change their role, and changing their role resets nothing that you have already saved by hand.
The full list of checkboxes
Tickets: View tickets, Edit tickets, Delete tickets, Assign tickets, Close tickets.
Live Chat: View live chats, Respond to chats, Transfer chats.
Knowledge Base: View knowledge base, Edit knowledge base.
Reports: View reports, Export data.
Management: Manage team, Manage settings, Manage billing.
What they do and do not affect
- They are a record of intent. They are useful for writing down who is supposed to do what, and they will be enforced when permission checks are added.
- They do not hide screens. Every signed-in teammate sees the same navigation.
- They do not block actions. A teammate with "Manage team" cleared can still invite, edit and remove team members.
- Removing a teammate from the Team list marks their team membership inactive so they drop off the Team list, but it does not revoke their sign-in. Their existing session keeps working and they can still log in.
Until permission enforcement ships, treat access to your TixTalk workspace itself as the real control. Only invite people you are comfortable giving full access to. When someone leaves, removing them from the Team list is not enough to lock them out: ask Drip support to deactivate their user account, which is the only thing that actually blocks sign-in today.