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High level permission

Understand how access, roles, and sharing work across your workspace

folk is built for teams of all size to grow and scale. We've several level of permissions:

  • Workspace roles define what each user can access and manage across the entire workspace

  • Group permissions define what each user can see and do within a specific group

  • Connected accounts sharing show which accounts are connected and what's their sharing level.

Together, they ensure your team collaborates while keeping control over data and access.
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Workspace roles

Managing permissions in folk helps you control who can access what, whether it’s at the workspace, group, or integration level.

At the workspace level, each member has a role that defines what they can access.

  • 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.


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Owner

Admin

Member

Manage subscription & billing

See Plans

✅

✅

✅

Access Billing

✅

✅

❌

Upgrade/Downgrade subscription

✅

✅

❌

Manage workspace

Edit workspace name

✅

✅

❌

Edit workspace logo

✅

✅

❌

Delete workspace

✅

❌

❌

Leave workspace

❌

✅

✅

Manage members

Invite members (at your permissions level or below)

✅

✅

✅

Remove members (at same permissions level or below)

✅

✅

✅

Grant member roles

✅

✅

❌

Transfer workspace ownership

✅

❌

❌

Feature access

Add/edit sender

✅

✅

✅

See workspace accounts

✅

✅

❌

Verify domain

✅

✅

✅

Integrations with Zapier/Make

✅

✅

✅

Create groups

✅

✅

✅

Note that on the Standard plan, all users are Admin by default. Advanced roles are available on Premium.

Learn more
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Group sharing & permissions

When sharing a group to other members of your workspace, you'll be able to set up different permission access for each members you're sharing the group with.

We have 4 types of permissions:

  • Owner: the owner is by default the user who created the group (owner cannot leave or be removed from the group)

  • Full access: can edit contacts and structure and publish the group

  • Can edit: can edit contacts but can't edit the group structure and values

  • Can view: can only view contacts

Owner

Full access

Can edit

Can view

Group settings

Access group with assigned permissions

✅

✅

✅

✅

Rename group

✅

✅

❌

❌

Delete group

✅

❌

❌

❌

Share group to other members

✅

✅

✅

❌

Duplicate group

✅

✅

✅

❌

Remove group members

✅

✅

❌

❌

Edit members permissions

✅

✅

❌

❌

Contact management

Import a file (csv, xls)

✅

✅

✅

❌

Remove contacts from group

✅

✅

✅

❌

Delete contact from workspace

✅

✅

✅

❌

Add/create contacts

✅

✅

✅

❌

Rename contact

✅

✅

✅

❌

Add/edit contact picture

✅

✅

✅

❌

Add/edit contact fields

✅

✅

❌

❌

Enrich contact

✅

✅

✅

❌

Add a note on contact

✅

✅

✅

✅

Add a reminder on contact

✅

✅

✅

✅

Add an interaction on contact

✅

✅

✅

✅

Merge duplicates

✅

✅

✅

❌

View settings

Add/edit/delete view

✅

✅

✅

❌

Reorder views

✅

✅

✅

❌

Publish views

✅

✅

❌

❌

Export view as csv

✅

✅

❌

❌

Rename view

✅

✅

❌

❌

View/group actions

Add custom fields

✅

✅

❌

❌

Show/hide fields

✅

✅

❌

❌

Delete custom fields

✅

✅

❌

❌

Add/edit options for select fields

✅

✅

❌

❌

Edit magic field prompt

✅

✅

❌

❌

Reorder fields on contact

✅

✅

❌

❌

Add/edit filter

✅

✅

❌

❌

Edit sort by

✅

✅

❌

❌

Edit group by in pipeline view

✅

✅

❌

❌

Search

✅

✅

✅

✅


​Learn more

Connected accounts sharing

Admins and owners can see which accounts (email, WhatsApp, etc.) are connected by each member.

Where to find it

Settings → Connected accounts


You’ll see:

  • Your accounts → your own connections

  • Workspace accounts → other members’ connections (only visible to admins and owners.)

What you can see as admin and owner:

  • Connection status:

    • Connected

    • Disconnected

    • Missing permissions

    • Syncing

  • Interaction sharing level:

    • Private

    • Subject only

    • Shared

    • Activity only (WhatsApp)

Learn more

Sender sharing

Each sender can be private or shared, impacting who can use the sender.

Admin

Member

List senders

✅

✅

Update signature

All senders

Only owned senders

Use sender

All senders

Only shared senders and owned senders

Delete sender

All senders

Only owned senders

Create sender

✅

✅

Update sharing

All senders

Only owned senders

Learn more

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