---
title: "Voice AI Permissions"
description: "Set granular Voice AI permissions in Aesthetix CRM so staff can view, manage, or analyze Voice AI agents, goals, and dashboards by role."
url: https://help.aesthetixcrm.com/en/articles/1386-voice-ai-permissions
collection: "Voice AI"
updated: 2026-09-15
language: en
---

# Voice AI Permissions

Set granular Voice AI permissions in Aesthetix CRM so staff can view, manage, or analyze Voice AI agents, goals, and dashboards by role.

Granular permissions for Voice AI agents give account owners pinpoint control over who can view, configure, and analyze your AI-powered voice agents. Whether you're managing a large team or onboarding new roles, these settings help protect agent logic and streamline team workflows.

Instead of an "all-or-nothing" approach, you use four distinct toggles to govern different parts of the Voice AI experience. You decide who creates agents, who tweaks their goals, and who sees performance data.

With these settings, you can:

-   Control who can view or manage agents
    
-   Define access to goal configuration features
    
-   Separate dashboard visibility from editing privileges
    

> **Note on PHI:** Don't enter protected health information (PHI) into Voice AI. AI features aren't approved for processing PHI — use them for productivity, communication, scheduling, and engagement, not to store or process medical records. See the [**HIPAA Compliance**](https://help.aesthetixcrm.com/en/articles/1394-hipaa-compliance-and-business-associate-agreements-baa.md) guide for details.

## Key Benefits of Voice AI Granular Permissions

Fine-tuned permissions help you balance security with productivity.

-   **Protect AI agent edits:** Prevent unintentional edits to AI agent logic by giving each user only the access they need.
    
-   **Ensure operational clarity:** Separate permissions for dashboards, goals, and agent configuration so every user understands their specific scope.
    
-   **Support scalable onboarding:** Easily assign appropriate access for support, training, and admin roles as your team grows.
    
-   **Stronger role boundaries:** Voice AI permissions control not only what users can do, but also what they can see. Users without Voice AI access won't see Voice AI entries in navigation menus, reducing accidental discovery and preventing unauthorized access attempts.
    

## How to Configure Granular Permissions

Setting up granular Voice AI permissions uses the Roles & Permissions panel. Follow these steps.

### Step 1: Navigate to My Staff

-   From your account, click **Settings** in the lower left corner.
    
-   Using the left side navigation bar, select **My Staff**.
    
-   Locate the staff member you'd like to update and click the **Edit (Pencil)** icon.
    

### Step 2: Locate AI Agents Settings

-   Using the secondary navigation bar on the left, click **Roles and Permissions**.
    
-   Scroll down to **AI Agents**.
    

### Step 3: Configure Permission Settings

Configure the permission toggles on or off based on the user's role. The toggles include:

-   AI Agents (Parent Control)
    
-   View & Manage Voice AI Agents
    
-   View Voice AI Agent Goals
    
-   View & Manage Voice AI Agent Goals
    
-   View Voice AI Dashboard
    

Each permission is explained in detail in the next section.

### Step 4: Save Your Changes

Confirm your changes have been applied successfully by clicking the blue **Save** button.

## Permission Types Explained

### 1\. View & Manage Voice AI Agents

This is the primary permission for managing agents, best suited for users who need to create, edit, and delete Voice AI agents.

This is the parent control for managing agents, while dashboard access remains a parallel permission for analytical visibility.

**When enabled:**

-   Full access to **create, edit, and delete** Voice AI agents
    
-   Ability to assign phone numbers, update settings, and configure agent behavior
    
-   Enables dependent goal-related permissions like "View & Manage Agent Goals" and "View Agent Goals"
    

**When disabled:**

-   The Voice AI Agents list is hidden entirely
    
-   Users cannot create or modify agents
    
-   Disables only goal-related permissions, since they are child-level permissions
    
-   Dashboard access is not affected by this permission
    

#### Navigation Visibility and Real-Time Enforcement

**Navigation visibility (when Voice AI permissions are not assigned):** Voice AI navigation items are hidden in the account UI, including Voice AI entries inside the **AI Agents** area and the **Settings** sidebar.

**Real-time permission enforcement:** If a user's Voice AI permissions are revoked while they are actively using Voice AI, Aesthetix CRM immediately blocks further actions and shows a **Permission Denied** message.

### 2\. View Voice AI Agent Goals (Read-only)

Suitable for roles like support or training that require awareness but not control.

**When enabled:**

-   Provides read-only access to the Agent Goals tab
    
-   Users can view configured settings without risk of edits or misconfigurations
    

**When disabled:**

-   Goals tab is not visible
    
-   **No visibility** into how agents are configured
    
-   Useful for limiting access to sensitive automation logic
    

### 3\. View & Manage Voice AI Agent Goals

Best suited for advanced users or admins who handle AI logic and workflows.

**When enabled:**

-   Users can configure agent behavior, such as knowledge base, post-call workflows, data extraction fields, and advanced actions
    
-   Full access to both basic and advanced goal modes
    

**When disabled:**

-   The Agent Goals tab is hidden while editing an agent
    
-   Users can still set goals during agent creation, but cannot update them later
    
-   Offers a balance between setup flexibility and long-term control
    
-   Users cannot upgrade to the new Voice AI experience without the **View & Manage Voice AI Agent Goals** permission. Agent Goals remains view-only when only read access is granted.
    

### 4\. View Voice AI Dashboard

Recommended for supervisors and analysts who monitor Voice AI outcomes.

**When enabled:**

-   Access to performance dashboards for both test and live customer calls
    
-   Includes transcripts, summaries, call recordings, and key metrics
    

**When disabled:**

-   Hides the Voice AI dashboard globally and within the agent detail views
    
-   Prevents exposure of call logs, sensitive data, and performance metrics
    

## Frequently Asked Questions

**Are these permissions set per account?**

Yes. Granular Voice AI permissions are set per account.

**Can I copy the same permission set to multiple users?**

Yes. Go to **Settings > My Staff** and select the user you would like to apply the new permissions to. Click **Copy Permission** in the top right and select the user to copy the permissions from. This will affect all permissions, not only Voice AI permissions.

**How can I safely test a custom Voice AI permission set?**

Create a temporary user, apply the permissions, then verify that the visibility matches your expectations before rolling out to the wider team.

**Do these toggles affect Conversational AI chat agents?**

No. They only govern Voice AI phone agents. Conversational AI has its own permission set.

**Why can't I see Voice AI in the sidebar or AI Agents menu?**

Your role may not include Voice AI permissions. Ask an admin to enable the required Voice AI toggles under **Settings → My Staff → Roles & Permissions → AI Agents**.

**Why am I seeing "Permission Denied" while editing Voice AI?**

Your Voice AI permissions may have been changed while you were working. Refresh and confirm your assigned permissions with an admin.