User Roles and Permissions
Updated October 26, 2026
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Are you interested in granting a user admin rights while restricting access to specific features? This might include limiting admin access to certain groups, company and billing settings, or company integrations. If so, the Demodesk Manager role is what you are looking for! This article outlines the following:
- Overview of Demodesk Admin and Manager Roles
- How to Grant Demodesk Manager Rights to a User?
- Why can't I see the company settings or Teammates?
Overview of Demodesk Admin and Manager Roles
The following table provides a comparison of the features accessible to a Demodesk admin and manager.
| Admin | Manager | User | |
|---|---|---|---|
| Create and Update Meeting Types | ✅ | ✔️* | ✔️ (only personal) |
| Create and Update Playbooks | ✅ | ✔️* | ✔️ (only personal) |
| Insights Dashboard Access | ✅ | ✔️* | ❌ |
| Create & Handover Meetings | ✅ | ✔️* | ✔️ (only own meetings) |
| Create and manage Scorecards and automations | ✅ | ✅ | ❌ |
| Company Settings: Profile Billing Teammates Groups Branding Tokens Audit logs | ✅ ✅ ✅ ✅ ✅ ✅ ✅ | ❌ ❌ ✔️** ✔️* ❌ ❌ ✅ | ❌ ❌ ❌ ❌ ❌ ❌ ❌ |
| Add Users - invite users - who sign up through demodesk.com | ✅ ✅ | ❌ ❌ | ❌ ❌ |
*Restricted to the groups they belong to
Admins and managers both reach these settings by clicking their profile picture in the top right corner and choosing Company settings. An admin lands on Profile, a manager lands on Groups. In the sidebar under Company, a manager sees Teammates and Groups, while Profile and Billing stay hidden. Someone with the User role has no Company settings entry in that menu.
** Please note that while Managers can access the Teammates page, they will only see teammates who are part of groups they already have access to, or whose groups are shared with them. This allows Managers to see which of their team members belong to which groups. However, they won’t be able to invite new members or remove existing ones.
How to Grant Demodesk Manager Rights to a User?
When inviting a user or editing a teammate's role via the Demodesk teammates page (accessible here), you can adjust the user's permissions and assign them one of three roles: Admin, Manager, or User, as illustrated below:
Once you assign a user as a "Manager," you can include them in the groups where you want them to have the respective roles, as explained here. The image below illustrates how you can achieve this from the teammates page (here). Note, adding the user to a set of groups, enables them to manage only those specific groups.
Why can't I see the company settings or Teammates?
Company settings only appears under your profile picture if you are an admin or a manager. With the User role the entry is not in your menu, and a link to the Teammates page does not open for you.
Ask one of your admins to make the change for you, or to give you the role you need. They can do it under Company settings > Company > Teammates.
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Our support team answers in the app chat, or at support@demodesk.com.