Getting Started
Understand roles and permissions
Roles and permissions determine what each member can do inside a workspace. This helps keep your workspace secure, organized, and easier to manage as the team grows.
Why roles matter
Not every member needs the same level of access. Roles help control:
- who can manage workspace settings
- who can invite or remove team members
- who can edit operational data
- who can handle verification-related flows
- who should only have visibility
Common workspace roles
Owner
The highest level of control in the workspace. Owners typically manage:
- workspace setup
- team structure
- major settings
- high-level oversight
Admin
Admins help manage the workspace and support the owner. Admins may help with:
- inviting members
- editing workspace-level settings
- supporting operations and oversight
Lead
Leads usually help coordinate execution and support team accountability.
Manager
Managers handle day-to-day work such as:
- projects
- deals
- follow-ups
- relationship tracking
Viewer
Viewers usually have limited access and are best for people who need visibility without broad editing control.
Why permission control is important
Good permission structure helps prevent:
- accidental edits
- role confusion
- access misuse
- workspace disorder
- too many people controlling sensitive settings
💡Best practices
- keep owner access limited
- only give admin access to trusted operators
- assign managers to active workflow roles
- use viewer access when someone only needs visibility