Team & permissions

Every team member on your Caramel account has one of three roles. The role controls which areas of the dashboard that person can access.

• Invite and manage team members — send invitations, change roles, and remove members.

Roles overview

Area	Owner	Manager	Staff
Home dashboard (KPIs, next best actions, channel mix)	Yes	Yes	Channel mix only
Customers	Yes	Yes	No
Omnichannel (Journeys, Broadcasts, Segments, Templates, Analytics)	Yes	Yes	No
AI Agent (Campaigns, Template Library)	Yes	Yes	No
Forms	Yes	Yes	No
Integrations	Yes	Yes	No
Settings — general, branding, communication, messaging	Yes	Yes	No
Settings — billing and plan	Yes	No	No
Settings — team management (invite, change role, remove)	Yes	No	No

Note Staff members can view the channel mix panel on Home, but cannot see revenue figures, upgrade prompts, or next best action cards.

Role descriptions

Owner — full access to every area, including billing and team management. Every business must have at least one Owner at all times.

Manager — access to all product features (Omnichannel, AI Agent, Customers, Forms, Integrations, and most Settings sections) but cannot view billing details or manage team members.

Staff — limited access. The Home channel mix panel is visible; everything else requires an Owner or Manager role.

Seat limits by plan

Plan	Included seats	Additional seats
Starter	1 (Owner only)	Not available
Lite	1	Not available
Growth	3	Available
Business	10	Available
Enterprise	Unlimited	Included

Pricing Additional seats on Growth and Business are billed per seat per month. See Caramel pricing for current rates.

Note Lite seat limits are not yet confirmed in the current billing schema. See Plans and features for the latest limits.

A seat is counted for each active team member. Pending invitations that have not been accepted do not consume a seat.

Next steps

• Invite and manage team members
• Plans and features