User Roles in VenueAI

VenueAI uses a simple role system combined with flexible permission controls, making it easy to give team members access to exactly what they need—without exposing sensitive settings or administrative tools.

You can manage users at any time from Settings → Users.

Roles Overview

VenueAI has two user roles:

• Owner — Full administrative access
• Member — Standard access with optional permissions

Owner

Owners have unrestricted access across the entire platform.

Owners can:

• Access all sections of VenueAI
  • Dashboard
  • Leads
  • Conversations
  • Marketing
  • Insights
  • Settings
• Add, edit, and remove users
• Promote Members to Owners
• Demote Owners to Members
• Configure organization settings and integrations
• Manage permissions for all users

Important

• You may have multiple Owners.
• Every account must always have at least one Owner.
• VenueAI prevents the last remaining Owner from being removed or demoted.

Best for

• Account administrators
• General managers
• Sales directors
• Operations leaders
• Anyone responsible for account setup, performance, or billing

Member

Members have access to the core tools needed for day-to-day lead management and communication.

Every Member can access:

• Dashboard
• Leads
• Conversations (SMS, Email, etc.)
• My Availability

Owners can then grant additional permissions as needed.

Optional Member Permissions

This allows you to give each team member access only to the areas relevant to their role.

Examples

• A marketing manager may need Marketing access only.
• An analyst may need Insights access only.
• An operations manager may need Settings and Manage Users.
• A sales coordinator may only need the default Member permissions.

User Management Permissions

The following table shows who can perform user administration actions.

Security Rules

Members with Manage Users can handle most day-to-day user administration, but they cannot:

• Promote anyone to Owner
• Modify an Owner
• Grant the Manage Users permission
• Elevate their own access

Only an existing Owner can grant administrative privileges.

Managing Roles & Permissions

To update a user's access:

1. Go to Settings
2. Open Users
3. Select the user
4. Choose Owner or Member
5. If selecting Member, enable the permissions you want them to have
6. Click Save

Changes take effect immediately.

Key Notes

• Every account must always have at least one Owner.
• Multiple Owners are supported.
• Leads and conversations are shared across the organization unless configured otherwise.
• Member permissions allow access to specific sections without creating additional roles.

Access Matrix

* Requires both Settings and Manage Users permissions.

Quick Summary

Owners have complete control over the account.

Members always have access to leads, conversations, and scheduling, while Owners can optionally grant access to Marketing, Insights, Settings, and User Management as needed.