Roles & Permissions

Define what each role can see and do across the workspace.

Roles

6

Across the workspace

Members

35

Assigned to a role

Custom roles

0

Created by your team

Pending invites

4

Awaiting acceptance

Owner

System

Full, unrestricted access to every workspace resource and billing.

Al
1 member

Administrator

System

Manage members, content and settings, but cannot delete the workspace.

SoMaPr
3 members

Manager

System

Create and edit operational records across customers, orders and products.

DaHaLuEmOm+1
6 members

Member

System

Day-to-day contributor with write access to their assigned areas.

EmNoSoLuHa+9
14 members

Viewer

System

Read-only access to dashboards and records. Cannot make changes.

OlEtIsAiEl+4
9 members

Billing

System

Access to invoices, subscriptions and payment methods only.

MaPr
2 members
Permissions matrix
Toggle access per role. Expand a group to control read, write and delete individually.
ResourceOwnerAdministratorManagerMemberViewerBilling
Dashboard
Customers
read
write
delete
Orders
Products
Billing
Team
Settings