User Roles in VenueAI

VenueAI offers two simple user roles to keep access clear, secure, and easy to manage as your team grows.

You can manage user roles at any time by going to Settings → Users

Available Roles

Basic User

The Basic role is designed for team members who handle day-to-day lead communication and follow-ups.

Basic users can access:

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

Basic users cannot access:

• Insights & reporting
• Settings
• User management
• Organization-level configurations

This role is ideal for:

• Sales coordinators
• Event coordinators
• Front-desk or inquiry responders

Admin User

The Admin role has full visibility and control across the account.

Admins can access everything Basic users can, plus:

• Insights & analytics
• Settings
• User management
• Organization and system configuration

This role is ideal for:

• Owners
• General managers
• Sales directors
• Anyone responsible for performance tracking or system setup

Key Notes

• Every VenueAI account must have at least one Admin
• Admins can add, remove, and change user roles at any time
• Leads and conversations are shared across the account (unless otherwise configured in the future)
• User roles help ensure team members only see what they need to do their job

Where to Manage Roles

To view or change user roles:

1. Go to Settings
2. Click Users
3. Select a user and assign either Basic or Admin

Changes take effect immediately.

Summary