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 is the main account holder, holds billing, and can't be removed. Additional owners have the same permissions and can add or remove other owners, but never the main account holder.
Admin
Runs the workspace day to day: billing, phone lines, forms, campaigns, Sites, and connectors. Can't change or modify owner roles, only admins and communicators. A phone line seat is optional for admins, so you can invite people to work across other products besides voice.
Communicator
Uses assigned phone lines only: voice, SMS, messages, and contacts on those lines, plus team chat. No billing, forms, campaigns, Sites, or connectors.
Permission chart
| Capability | Owner | Admin | Communicator |
|---|---|---|---|
| Voice & SMS | Seat required | Seat optional | Seat required · per line |
| Contacts | Seat required | Seat optional | Seat required · per line |
| Billing & claim phone numbers | ✓ | ✓ | — |
| Manage team (invite, remove, change roles) | ✓ | ✓ | — |
| Promote or demote owners | ✓ | — | — |
| Forms & Submissions | ✓ | ✓ | — |
| Email Campaigns | ✓ | ✓ | — |
| WordPress & Connectors | ✓ | ✓ | — |
| Web Studio (hosting, domains, media) | ✓ | ✓ | — |
| Team chat | ✓ | Seat optional | Seat required |
| Agents | ✓ | ✓ | — |
| Spam & Trash folders | ✓ | ✓ | — |
| Invite teammates | ✓ | ✓ | ✓ |
Manage your team
Open Account → Team in the dashboard to invite people, set roles, and choose which lines each member can use.