Team permissions
Every teammate has a workspace role. Voice, SMS, and contacts follow which phone lines they are assigned — everything else follows the role.
Roles
Owner
Full workspace access. The account that created the workspace holds billing. Co-owners have the same permissions and can add or remove other owners.
Admin
Runs the workspace day to day — billing, phone lines, forms, campaigns, and integrations. Cannot change who is an owner.
Member
Uses assigned phone lines only: voice, SMS, messages, and contacts on those lines, plus team chat. No billing, forms, campaigns, or integrations.
Permission chart
| Capability | Owner | Admin | Member |
|---|---|---|---|
| Billing & claim phone numbers | ✓ | ✓ | — |
| Manage team (invite, remove, change roles) | ✓ | ✓ | — |
| Promote or demote owners | ✓ | — | — |
| Voice & SMS | ✓ | ✓ | Per line |
| Messages inbox | ✓ | ✓ | Per line |
| Contacts | ✓ | ✓ | Per line |
| Forms & submissions | ✓ | ✓ | — |
| Email campaigns | ✓ | ✓ | — |
| WordPress, Sites & integrations | ✓ | ✓ | — |
| Team chat | ✓ | ✓ | ✓ |
| Agents | ✓ | ✓ | — |
| Spam & Trash folders | ✓ | ✓ | — |
| Invite teammates | ✓ | ✓ | ✓ |
Per line — access only on phone lines assigned when the teammate was invited. Invite teammates — members can invite others as Member only, and only for lines they already share.
Manage your team
Open Account → Team in the dashboard to invite people, set roles, and choose which lines each member can use.