Use role checkboxes when inviting a member or updating an existing member. A person can have multiple roles. Keep at least one base role: Owner, Admin, or Editor.
Choose the right access
| Role | What it means | CRM access |
|---|---|---|
| Owner | Full access to the invited account, including billing and all workspaces | Automatic, subject to the account plan and workspace restrictions |
| Admin | Workspace administration, platform connections, and CRM channel selection | Subject to workspace restrictions and plan access |
| Editor | Content work within assigned permissions; no channel management by default | Subject to workspace restrictions and plan access |
Owner, Admin, and Editor are shared base roles. There is no separate CRM role to assign. Custom roles can grant granular permissions, including platform management for CRM channel selection.
Owner is account-level access. Choose Admin or Editor when someone should work in assigned workspaces without receiving account ownership or billing access.
Invite a member with multiple roles
- Open Workspace Settings > Team and choose Invite.
- Enter the member's email address.
- Check the base role or roles the member needs.
- Review the selected workspaces and any customized permissions. No role, including Editor, is selected automatically.
- Review the selection and send the invitation.
Only an authorized Owner can grant Owner access. The Invited badge identifies teammates added by invitation, including after acceptance; it does not mean their invitation is still pending.
Change an existing member's roles
Open the member's role controls in Workspace Settings > Team, update the checkboxes, and save. Review publishing customizations separately when you intend to change content access.
CRM is enabled for workspaces by default, subject to subscription access. Only the account Owner can enable or disable a workspace for CRM. An Admin cannot bypass that restriction by adding channels.
Who controls CRM channel slots?
Owners control CRM workspace restrictions. Owners and Admins can choose CRM channels within their permitted workspaces and available capacity. The platform-management permission also covers CRM channel selection for custom roles. Channel management does not grant billing access.