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Role-Based Access Control (RBAC)

Sydx AI implements strict role-based access control to ensure users only access features appropriate to their role.


Roles

RoleLevelDescription
OwnerOrganizationOrganization creator with full access
AdminOrganizationElevated access, manages team and settings
StaffOrganizationBasic access — inbox, contacts, and pipeline only

Permission Matrix

FeatureOwnerAdminStaff
Dashboard OverviewYesYesYes
InboxYesYesYes
ContactsYesYesYes
PipelineYesYesYes
AnnouncementsYesYesYes
AnalyticsYesYesNo
CampaignsYesYesNo
TemplatesYesYesNo
Create TemplateYesYesNo
Flow BuilderYesYesNo
AutomationsYesYesNo
IntegrationsYesYesNo
WhatsApp ManagerYesYesNo
SettingsYesYesNo
Quick RepliesYesYesNo
Team ManagementYesYesNo
BillingYesNoNo

How Permissions Are Enforced

On the Frontend

The platform restricts which pages and features are visible based on your role:

  • Staff users will not see links to restricted pages in the navigation sidebar
  • Attempting to access a restricted URL directly will redirect you to the dashboard

On the Backend

All requests are verified server-side:

  • Each request is checked against your assigned role
  • Unauthorized actions return a clear error message
  • No data leakage — restricted endpoints return no data for unauthorized users

Tenant Isolation

Beyond role-based access, all data is isolated per organization:

  • Users in Organization A can never access data from Organization B
  • This isolation is enforced at the infrastructure level
  • All queries are automatically scoped to your organization

Best Practice

Assign the Staff role to team members who only need to respond to messages and manage contacts. Reserve Admin for team leads who need access to analytics, campaigns, and settings.