Understand roles and permissions

Roles control what members can do inside the workspace.

Owner

Full workspace control.

Admin

Trusted operational control, including setup and sensitive actions.

Lead

Coordination role for overseeing execution.

Manager

Day-to-day project, deal, tracker, and follow-up work.

Viewer

Visibility without broad editing control.

Role editing

Workspace owners and eligible admins can change member roles from the Team page. This helps teams adjust responsibilities without removing and reinviting members.

💡Best practices

Keep owner and admin access limited. Review roles when responsibilities change. Use manager access for people doing real execution work.