Roles and permissions reference

Four roles. Change one anytime from Settings → Team.

Reference

Capability	Owner	Admin	Member	Viewer
View campaigns & analytics	Yes	Yes	Yes	Yes
View the inbox	Yes	Yes	Yes	Yes
Reply to conversations	Yes	Yes	Yes	No
Create & edit campaigns	Yes	Yes	Yes	No
Launch & pause campaigns	Yes	Yes	Yes	No
Import & export prospects	Yes	Yes	Yes	No
Connect & remove accounts	Yes	Yes	No	No
Change account limits	Yes	Yes	No	No
Invite & remove members	Yes	Yes	No	No
Manage billing	Yes	Yes	No	No
Delete the workspace	Yes	No	No	No

Choosing

Owner: one per workspace, the billing contact. Transferable.

Admin: trusted operators who manage accounts and people. Give this sparingly; it includes billing.

Member: the default for anyone doing outreach. Full campaign and inbox access, no account or billing control.

Viewer: managers, stakeholders, and clients. The useful property is that a Viewer cannot accidentally send anything.

Notes

Roles are per workspace. Someone can be an Admin in one and a Viewer in another, which is how agencies give clients visibility into their own workspace only.

Removing a member does not remove their work. Campaigns they built and conversations they handled stay, and anything assigned to them becomes unassigned rather than hidden.