Collaboration
What owners, admins, and members can do
Roles control who can manage clients, invite teammates, change branding, and delete journeys.
Last updated May 3, 2026
Every workspace has three roles. Permissions are enforced both in the UI (buttons hidden) and at the database level via row-level security (denied even if the UI is bypassed).
Owner
- Everything an admin can do, plus:
- Invite admins (admins can only invite members)
- Change member roles, including promoting members to admin
- Delete the workspace (irreversible)
- Transfer ownership (planned, not yet shipped)
Admin
- Everything a member can do, plus:
- Invite, remove, and re-send invitations to members
- Create, edit, archive, and delete clients
- Change workspace branding (logo, colors used in exports)
- View the audit log and AI usage dashboard
- Delete any journey in the workspace
Member
- Create, edit, and delete their own journeys
- Read all journeys in the workspace (workspace members are not sandboxed)
- Create projects under existing clients
- Use AI features (within the shared workspace budget)
- Cannot manage members, branding, or other people's journeys
External viewers — coming later
A read-only viewer role for client stakeholders is on the roadmap. Until then, share specific journeys via the public share link or send a PDF/PPTX export.