At the workspace level, you'll be able to set up roles with different permissions for each members of your workspace.
We have 3 roles in the workspace:
Owner: the owner is by default the user who created the workspace (ownership can only be transferred to another user by the owner).
Admin: has full access to workspace settings (owner is Admin by default). You can have multiple Admin roles.
Member: has limited access to workspace settings & billing. You can have multiple Member roles.
| Owner | Admin | Member |
Manage subscription & billing |
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See Plans | ✅ | ✅ | ✅ |
Access Billing | ✅ | ✅ | ❌ |
Upgrade/Downgrade subscription | ✅ | ✅ | ❌ |
Manage workspace |
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Edit workspace name | ✅ | ✅ | ❌ |
Edit workspace logo | ✅ | ✅ | ❌ |
Delete workspace | ✅ | ❌ | ❌ |
Leave workspace | ❌ | ✅ | ✅ |
Manage members |
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Invite members (at your permissions level or below) | ✅ | ✅ | ✅ |
Remove members (at same permissions level or below) | ✅ | ✅ | ✅ |
Grant member roles | ✅ | ✅ | ❌ |
Transfer workspace ownership | ✅ | ❌ | ❌ |
Feature access |
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Add/edit sender | ✅ | ✅ | ✅ |
Verify domain | ✅ | ✅ | ✅ |
Integrations with Zapier/Make | ✅ | ✅ | ✅ |
Create groups | ✅ | ✅ | ✅ |
How to set up roles
When inviting a new member to your workspace, you'll be able to set up their role.
You can only grant them a role at your permission level or below.
How to transfer ownership
By default the person who created the workspace is the workspace owner. You'll see the role "Owner" next to the member's name in your Settings > Members. Only the owner of the workspace can transfer ownership to any another member of the workspace.
Just click the 3 dots next to the member and click "Make workspace owner".
Please note that this is a Premium feature for advanced teams.
On the Standard plan, all members have the same role (Admin).
Considerations:
If you downgrade to Standard plan, all members will be granted back the Admin role.