Doreach has three team roles: Owner, Admin, and Member. All active members can see the team’s operational data. The role decides who can manage people, settings, message templates, and billing.
Permission reference
| Capability | Owner | Admin | Member |
|---|---|---|---|
| View connected accounts, campaigns, CRM, Inbox, analytics, and message templates | Yes | Yes | Yes |
| Create, edit, launch, pause, and archive campaigns | Yes | Yes | Yes |
| Update CRM, export the current CRM result set, reply in Inbox, assign conversations, and add notes | Yes | Yes | Yes |
| Connect, refresh, reconnect, and remove LinkedIn accounts | Yes | Yes | Yes |
| Change a connected account’s limits | Yes | Yes | Yes |
| Rename the team and change its timezone | Yes | Yes | No |
| Invite people and revoke pending invitations | Yes | Yes | No |
| Promote, demote, suspend, reactivate, and remove non-owner members | Yes | Yes | No |
| View the Activity log | Yes | Yes | No |
| Create, edit, and delete team message templates | Yes | Yes | No |
| View invoices and manage billing | Yes | Yes | No |
Choose a role
Use Owner for the person responsible for the team. Doreach creates one Owner when the team is created. The current Team page does not provide a control to transfer ownership, delete the team, or change the Owner’s role or status.
Use Admin for a trusted operator who should manage the roster, team timezone, connected accounts, message templates, and billing. An Admin cannot change the Owner.
Use Member for a person who runs outreach. Members can work across the team’s campaigns, CRM, Inbox, analytics, and connected accounts. They cannot invite people, change team settings, edit team message templates, open the Activity log, or manage billing.
Doreach does not have a Viewer role. Do not invite a client or manager as a Member if they need read-only access.
Roles apply to one team
A person’s role can differ between teams. Someone can be an Admin in one team and a Member in another.
Roles do not limit a person to selected LinkedIn accounts, campaigns, prospects, or conversations. Every active member can see the operational data in that team. Create separate teams when people should not share the same data.
Change or remove access
An Owner or Admin can change a non-owner member between Admin and Member from Settings → Team. They can also suspend, reactivate, or remove that person.
Suspension blocks the person’s access without removing their membership. Removal deletes the membership, but it does not delete the team’s campaigns, prospects, conversations, or notes. Review assigned CRM records and conversations after removing a member because Doreach does not reassign that work for you.