How to use this matrix
- Use when users ask: “Why can’t I access feature X?”
- Check both plan and role requirements.
- Confirm the user is in the intended workspace context.
Access matrix
| Feature area | Typical minimum plan | Typical minimum role | If unavailable |
|---|---|---|---|
| Workflows | Professional (or above) | Admin/authorized operator | Verify plan entitlement and token/role permissions |
| Batch outbound | Supported paid tier | Operator/Admin | Verify outbound entitlement and number readiness |
| Billing controls | Paid subscription context | Owner/Billing admin | Use billing admin account and correct workspace |
| Developer tools (API keys/secrets) | Supported integration tier | Admin | Confirm developer-tools permission and role |
| Integrations management | Supported integration tier | Admin | Recheck provider setup rights and workspace role |
| Advanced settings/admin tabs | Workspace-supported plan | Admin/Owner | Validate role boundary and org/workspace scope |
Context mismatch checklist
- Confirm active workspace.
- Confirm active organisation membership.
- Confirm signed-in account is expected owner/admin.
- Re-check plan status after recent billing changes.
Escalation checklist
- Workspace ID
- Feature/action denied
- User role
- Plan name (if visible)
- Screenshot/error text