> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tartini.com.br/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and access explained

> Who sees what in Tartini: account owner, administrator, managers, and agents, and how access flows down the company structure.

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Each person on your team enters Tartini with a role at one point in the company structure. The role says what they can do; the point in the structure says how far they see.

<Note>
  The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
</Note>

***

## The structure: Company, Areas, and Units

The company is organized into three levels. The **Empresa** (Company) is the whole account. **Áreas** (Areas) group Units together (a region, a brand, a department). **Unidades** (Units) are the front line: the store, the branch, the clinic, the team that provides service.

Access flows down the structure. A role granted at the Company level applies to every Area and Unit. A role granted at an Area level applies to every Unit within it. That's why you don't need to grant access level by level: you choose the highest point the person should see, and that's it.

<Tip>
  A person can have more than one assignment. A regional manager can be Manager of two separate Areas, and a supervisor can be Manager of one Unit and Agent in another.
</Tip>

***

## The roles

| Role                | Granted at | What it does                                                                                                                                                               |
| ------------------- | ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Administrator**   | Company    | Configures the entire account: Cérebro, channels, users, integrations, and credits. Can grant the Administrator role to other people.                                      |
| **Company Manager** | Company    | Monitors and manages the whole operation (Inbox, Metrics, Scout, Campaigns, Cérebro), without account settings: company information, structure, integrations, and billing. |
| **Area Manager**    | Area       | Manages the Units within the Area: users, those Units' channels, conversation rules, and sees their conversations, metrics, and evaluations.                               |
| **Unit Manager**    | Unit       | Manages one Unit and its agents: users, the Unit's channel, quick messages, conversations, metrics, and evaluations for the Unit.                                          |
| **Agent**           | Unit       | Provides service in the Inbox, uses Sotto when granted, and sees their own conversations and their own performance in Scout.                                               |

Beyond the roles, there's the **account owner**: the person who signed up for Tartini. Only the owner sees the **Assinatura** (Subscription) screen, with the plan, account details, and credit allowance. The owner is also the Company's Administrator.

<Note>
  "Proprietário" (Owner), "Gerente" (Manager), and "Backoffice" were roles from earlier versions and no longer exist. If you came from one of them, your access was converted to Administrator or Manager.
</Note>

***

## What each role sees

Where it says "only their scope," the person sees the screen, but only the Units, conversations, or people they manage.

| Screen                                                                            | Administrator          | Company Manager  | Area Manager     | Unit Manager     | Agent                        |
| --------------------------------------------------------------------------------- | ---------------------- | ---------------- | ---------------- | ---------------- | ---------------------------- |
| **Página Inicial** (Home) and Inbox                                               | Everything             | Everything       | Only their scope | Only their scope | Only their own conversations |
| **Métricas** (Metrics)                                                            | Everything             | Everything       | Only their scope | Only their scope | No access                    |
| **Central de Conversas** (Conversation Center)                                    | Everything             | Everything       | Only their scope | Only their scope | Only their own conversations |
| Cérebro                                                                           | Everything             | Everything       | No access        | No access        | No access                    |
| Scout                                                                             | Everything             | Everything       | Only their scope | Only their scope | Only their own performance   |
| **Campanhas** (Campaigns)                                                         | Everything             | Everything       | Only their scope | Only their scope | No access                    |
| **Informações** (Company Information) and **Áreas & Unidades** (Areas & Units)    | Everything             | No access        | No access        | No access        | No access                    |
| **Usuários** (Users)                                                              | Everything             | Only their scope | Only their scope | Only their scope | No access                    |
| **Canais** (Channels: WhatsApp, Chat Widget)                                      | Everything             | Everything       | Only their scope | Only their scope | No access                    |
| **Conexão via API** (API Connection)                                              | Everything             | No access        | No access        | No access        | No access                    |
| **Regras de Conversa** (Conversation Rules)                                       | Everything             | Everything       | Everything       | No access        | No access                    |
| **IA por canal** (AI by Channel) and **SLA de Atendimento** (Service SLA)         | Everything             | Everything       | Only their scope | No access        | No access                    |
| **Pesquisa de Satisfação** (Satisfaction Survey)                                  | Everything             | Everything       | No access        | No access        | No access                    |
| **Mensagens Rápidas** (Quick Messages)                                            | Everything             | Everything       | Only their scope | Only their scope | Only their scope             |
| **Créditos** (Credits) and **Mensagens e Conversas** (Messages and Conversations) | Everything             | No access        | No access        | No access        | No access                    |
| Assinatura                                                                        | Only the account owner | No access        | No access        | No access        | No access                    |
| **Integrações** (Integrations: Connectors, Webhooks, Campaign Contacts)           | Everything             | No access        | No access        | No access        | No access                    |
| **Configurações de usuário** (User Settings) and Security                         | Their own              | Their own        | Their own        | Their own        | Their own                    |

<Note>
  Only someone with Administrator can grant Administrator. An Area or Unit Manager invites people only to the Units they manage.
</Note>

***

## FAQ

<AccordionGroup>
  <Accordion title="Why doesn't my Unit Manager see the Cérebro?">
    The Cérebro is the configuration for the entire company: knowledge, tone of voice, processes. A change there applies to every Unit, which is why only the Administrator and the Company Manager can edit it.
  </Accordion>

  <Accordion title="Does an agent see their colleagues' conversations?">
    No. In the Inbox and the Conversation Center, they see only the conversations assigned to them. In Scout, they see only their own evaluations and their own performance.
  </Accordion>

  <Accordion title="Who can see the credits and the invoice?">
    The Administrator sees the **Créditos** (Credits) screen, with the balance and the statement. The **Assinatura** (Subscription) screen, with the plan and billing details, appears only for the account owner.
  </Accordion>
</AccordionGroup>

***

## Related articles

<Lista>
  <Artigo titulo="Invite and manage users" href="/en/equipe/usuarios">Grant a person access at one or more points in the structure.</Artigo>
  <Artigo titulo="Areas and Units" href="/en/equipe/areas-e-unidades">Set up your company's structure.</Artigo>
</Lista>


## Related topics

- [Getting Started with Tartini](/en/primeiros-passos/guias/comecando-com-o-tartini.md)
- [Accept the Invite and Activate Your Account](/en/primeiros-passos/configuracao/aceite-um-convite.md)
- [Frequently Asked Questions for Beginners](/en/primeiros-passos/perguntas-frequentes/iniciantes.md)