Overview of User Roles
User
Admin
Analytics
Configurator
User
Capabilities:
Access to personal Meetings in the Meeting Overview
Analyze their own Meetings and Calls.
Record and Upload Meetings
Connect their personal calendar.
View AI-generated summaries, Insights, and next steps.
Can only manage their own Settings (User Settings).
Admin
Admins have full control over the entire Kickscale Workspace.
Capabilities:
Access all Meetings from all users.
Can configure workspace settings, including:
Manage CRM integration
Manage the team and user roles.
Manage the subscription.
Configure the Analyse-Konfiguration, including:
Meeting Types
Call Types
Keywords and Competitors
Meeting Insights
Analytics
Analytics users focus on visibility and reporting, without making changes or the ability to upload and schedule Meetings.
Capabilities:
View all Meetings across the workspace.
Access all features in read-only mode.
Create and review Reports and insights.
Cannot edit Settings or Configurations.
Cannot schedule or upload Meetings.
Cannot manage users or subscriptions.
Configurator
Configurator users can only access and manage Kickscale settings, they do not have access to any Meetings.
Capabilities:
Access and manage all Settings.
Manage the team and user roles.
Configure the Analyse Configuration.
Manage the subscription.
Configure the Analyse-Konfiguration, including:
Meeting Types
Call Types
Keywords and Competitors
Meeting Insights
Cannot access any Meetings, Recordings or Calls
Troubleshooting:
I am a User but i can not schedule a Bot or upload Meetings: Check your Seat Type. Only paid Users can connect a Calendar, upload Meetings/Calls, use our AI features. If you want to upgrade your Seat Type please contact your Kickscale Workspace Admin.