Workspace roles and permissions
What each role can do
- owner
- Create, edit, delete, and run campaigns (including controlling execution and updating flows).
- Invite teammates, view members, update member roles, and remove members.
- Connect/manage LinkedIn accounts for the workspace (connect/delete accounts, manage blacklist, manage/view settings).
- Create/manage searches (create/view/delete).
- Use workspace modules like My Network and Inbox.
- Manage integrations (CRM/mail integrations and related configuration where available).
- View roles and permissions; by default role creation / permission editing / role deletion are disabled unless enabled.
- admin
- Same default capabilities as owner for campaigns, members, LinkedIn, searches, modules, and integrations.
- View roles and permissions; by default role creation / permission editing / role deletion are disabled unless enabled.
- member
- Create, edit, delete, and run campaigns (including controlling execution and updating flows).
- View workspace members and roles, but cannot invite/remove members or change roles by default.
- Connect/delete own LinkedIn accounts and manage blacklist
- Create/manage searches (create/view/delete).
- Use workspace modules like My Network and Inbox.
- Cannot manage integrations (CRM/mail) by default.
- viewer
- View campaigns and campaign details but cannot create/update/delete or control execution.
- View members and roles for visibility but cannot manage membership or permissions.
- View LinkedIn settings only (no connect/delete/blacklist changes).
- View searches (no create/delete).
- Can view My Network but cannot access Inbox by default.
- Cannot manage integrations or use email finder by default.