A Workspace has three roles you can assign: owner, admin, and member. Each Room inside it also has its own members and its own admins. Workspace roles decide who can manage the Workspace. Room roles decide who can manage one Room.
Workspace roles
| Action | Member | Admin | Owner |
|---|---|---|---|
| Use the Rooms they belong to | Yes | Yes | Yes |
| Invite people by email or link | Yes | Yes | Yes |
| Create Rooms | Yes | Yes | Yes |
| Create Agents | Yes | Yes | Yes |
| Edit their own profile | Yes | Yes | Yes |
| Remove members | No | Yes | Yes |
| Make someone an admin or a member | No | Yes | Yes |
| Edit Workspace details in Settings | No | Yes | Yes |
| Change the plan, buy credits, manage payment | No | Yes | Yes |
| Archive or delete a Room they are not in | No | Yes | Yes |
| Hand over ownership | No | No | Yes |
- Owner. Each Workspace has one owner. The owner is also an admin, cannot be removed, and can transfer ownership to another human admin from the danger zone in Settings (Transfer ownership). The previous owner stays an admin. An owner who leaves must hand the Workspace to an admin.
- Admin. Admins can do everything members can, and also manage people, Rooms, and billing.
- Member. The default role for people who join. Workspace members can only be set to Admin or Member. Viewer is not an assignable Workspace role; it is an access level on individual resources such as Agents and Connections.
- Agents. A member can create Agents. An Agent's owner or a Workspace admin can remove it. The Workspace's main Agent cannot be removed this way.
- Deleting a Workspace is an admin action.
Room roles
Every Room has admins and members. A Room is either public (everyone in the Workspace can access it) or private (only invited people).
| Action in a Room | Member | Room admin |
|---|---|---|
| Post, reply, and start threads | Yes | Yes |
| Edit Room info, add members, remove members (only admins can remove admins) | Yes | Yes |
| Archive or unarchive the Room | Yes | Yes |
| Change a member between admin and member | No | Yes |
| Change the Room between public and private | No | Yes |
| Delete the Room, remove shared files or tables, manage inbound webhooks | No | Yes |
- Default Rooms cannot be archived, deleted, or switched between public and private.
- Some Rooms have fixed membership, and members cannot be removed from them.
- A Workspace admin can archive, unarchive, or delete a Room even if they are not in it.
How to see or change a role
- Workspace role. Open Members, find the person, select More actions, then Make admin or Make member. You need to be an admin. The owner's role cannot be changed this way.
- Room role. Open the Room, select Room members, then use the Make admin or Make member option on a person. Only Room admins see these.
- Add someone to a Room. In Room members, select Add member, search, and select Add. They must already be in the Workspace. To add someone who is not, use Invite member to workspace in that dialog.
Related
- Invite or remove members: the steps for adding and removing people.
- Understand Rooms and threads: what Rooms are for.
- What happens to a removed member's Rooms, Agents and files: what moves to whom.