Roles, Seat Types, and Permissions - First Touch Documentation

FirstTouch uses Team Roles and Seat Types together.

Team Role

Team Role controls administrative permissions.

Team Role	Typical permissions
Admin	Manage Team settings, invitations, integrations, audiences, Exclusion Lists, and billing when billing access is enabled.
Member	Use allowed product surfaces, complete assigned work, and participate in outreach based on Seat Type.

Seat Type

Seat Type controls sender entitlement.

Seat Type	Typical permissions
Sender (paid)	Connect email and social sender accounts, send supported outreach, and own assigned sender work.
View-only (free)	View allowed Team data without sender-account connection or sender execution.

Billing Access

Billing access is a membership-level permission in the Active Team. Team Admins normally receive it automatically; Members do not. Subscription and seat changes require Admin authority. Billing access does not automatically grant sender entitlement.

LinkedIn Unibox Reply Eligibility

LinkedIn Unibox visibility and reply sending are different.

User	Reply eligibility
Team Admin	Can reply regardless of Seat Type.
Member with Sender (paid)	Can reply when other product and account requirements are satisfied.
Member with View-only (free)	Can view allowed conversations but cannot reply.

Common Permission Issues

Issue	What to check
Cannot connect a sender account	Confirm the user has Sender (paid) Seat Type.
Cannot open Billing	Confirm the user is a Team Admin with billing access in the Active Team.
Cannot change seats or plan	Confirm the user is a Team Admin with billing access and the plan supports the requested self-service change.
Cannot reply in LinkedIn Unibox	Team Admins can reply regardless of Seat Type. Members need Sender (paid). Also confirm connected LinkedIn account readiness.
Cannot manage integrations	Confirm the user is a Team Admin.