Roles & Permissions
RightPhone has two roles:
| Role | Who |
|---|---|
| Member | Standard employees using RightPhone for calls, SMS, and contacts |
| Company Admin | Org administrators who manage the team and configure integrations |
Capability Matrix
| Capability | Member | Company Admin |
|---|---|---|
| Dial, receive, mute, hold, transfer, record calls | ✓ | ✓ |
| Send and receive SMS | ✓ | ✓ |
| View and play back voicemails | ✓ | ✓ |
| Search, create, edit, and delete contacts | ✓ | ✓ |
| Personal settings (notifications, ringtone, password) | ✓ | ✓ |
| Connect own RingCentral account | ✓ | ✓ |
| Register tel: link handler | ✓ | ✓ |
| Invite Members or Admins to own company | — | ✓ |
| Cancel pending invites | — | ✓ |
| Change Member ↔ Admin role for org users | — | ✓ |
| Reset another user's password | — | ✓ |
| Configure Call Fields (org-wide) | — | ✓ |
| Configure Info Links (org-wide) | — | ✓ |
| Configure NetSuite integration | — | ✓ |
| Configure RingCentral M2M credentials | — | ✓ |
Notes
- Default role: New invitees are Members unless the inviter explicitly selected Admin.
- Hidden settings: A Member's Settings page hides the Team card, Call Fields, Info Links, and Integration configure buttons.
- Self-demotion: A Company Admin cannot change their own role. They need another admin to do it.
- Last-admin guard: Demoting the only admin in an org triggers a confirmation warning. The org's admin features stay locked until Protelo assigns a new Company Admin — contact Protelo for help.
Integration Banners
| Banner | Who sees it | When |
|---|---|---|
| Connect RingCentral | Any user (Member or Admin) | When they have never connected their personal RingCentral account |
| Integrations Setup | Company Admins only | When company-level RingCentral M2M or NetSuite is not yet configured |