Roles and Permissions
Rafiki AI uses a role-based access control system. Every user is assigned a role that determines their visibility and capabilities within the platform.
Default Roles
Role | Description | Key Permissions |
Admin | Organization administrator responsible for system setup and user management | Full visibility into all recordings and data. Access to all settings including user management, integrations, billing, scorecards, and recording configuration. |
Manager | Sales manager overseeing a team | Visibility into team members' meetings and data. Access to coaching module, analytics, and scorecard scoring. Limited settings access. |
Rep | Individual contributor (AE, SDR, CSM) | Visibility into own meetings and data. Can create snippets, use playlists, and access personal analytics. Minimal settings access. |
What Roles Control
Meeting visibility — Which recordings a user can see (all, team, or own)
Settings access — Which configuration sections are available
Billing management — Whether the user can manage subscriptions
User/team management — Whether the user can add, edit, or remove other users and teams
Scorecard template management — Whether the user can create and publish scorecard templates
Assigning Roles
Admin users assign roles in Settings > User Management. Click the edit icon on any user to change their role.