Team roles and what each can do
Owner, Admin and Member, what each role may change, and how to give someone a role
Updated 11 October 2026
Everyone in a workspace has one of three roles. A Member does the work: campaigns, leads, replies, checks. An Admin also runs the team and the agents. The Owner is the one person who pays and can hand the workspace to someone else. Roles are per workspace, so the same person can be an Admin in one and a Member in another.
Before you start
- You are the Owner or an Admin, to change roles
- About 3 minutes
See and change roles
Step 1: Open the members page
- Click your name at the bottom of the left menu, then Settings, or open Preferences in the CRM menu and choose Workspace & members.
- Under Team Members, each person is listed with their role.
Step 2: Invite someone with a role
- Under Add new member, type their email address, pick Member or Admin, and click Invite. They get an email with a link that works for 24 hours.
- The count above shows how many member places the plan includes and how many are used. Past that, each new member adds a seat.
Step 3: Change a role, or remove someone
- Next to a member, pick a new role from the list, or remove them. Removing someone keeps everything they made; it only ends their access.
- To hand over the workspace, the Owner picks Owner for someone else and becomes an Admin.
Troubleshooting
I cannot see Add new member
Only the Owner and Admins invite. Ask one of them to invite your teammate, or to make you an Admin.
The invitation link does not work
Links work for 24 hours and only for the address invited. Under Pending Invitations, cancel it and invite again.
I need to leave a workspace
Ask the Owner or an Admin to remove you. An Owner must hand the workspace to someone else first.
Did this answer your question?