Team members and roles
Invite teammates and control what they can do.
Invite teammates from Team & roles. Each person gets one of four roles:
| Role | Can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace |
| Admin | Everything except billing |
| Member | Add and edit contacts, deals, tasks, quotations, invoices and payments |
| Viewer | Read-only access |
The number of team members depends on your plan.
Was this helpful? Contact us if you need more help. Contact · Updated Nov 1, 2026