Team roles and what each one can do

The workspace roles and the real boundaries behind them.

1 min readLast updated September 11, 2026

Roles decide what a teammate can do

Every member holds one role. The role, not the person, decides what they can open and change, and it is enforced on the server, not by hiding menu items.

Owner

Full access, including billing and ownership. The owner role cannot be granted by invitation; ownership is transferred separately.

Admin

Manages the workspace, team and settings, with full access to contacts, conversations, projects, designs, proposals, payments, documents, automations and add-ons. Analytics is view only.

Sales & marketing

Works the customer and growth side: full access to contacts and web forms, and working access to conversations, projects, designs, proposals and documents, limited to projects they created or are assigned to. Analytics is view only.

Compliance

Read-only across the workspace. It can view and download what it is permitted to see, and it cannot create, edit, delete, approve or configure anything. On Payments it has audit visibility only, never payment administration.

Support

Works contacts and conversations and can view documents. It has no access to projects, payments or financial records.

Operations

A legacy role kept for workspaces that already use it: full operational access, without team or subscription administration.

Everyone manages their own profile

Whatever the role, each member can manage their own profile and security settings.

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