Internal user roles

When you invite someone to your team, you assign them a role. The role determines what they can see and do in your workspace.

Roles

Owner. The person who created the account. Full access to everything, settings, billing, all client work, and the ability to assign and remove other roles. Each workspace has exactly one owner.

Admin. Same as the owner for day-to-day work, can create and edit anything, invite team members and clients, manage settings, and view billing. Use this for partners, leads, or anyone you trust to run the workspace alongside you.

Member. Can create content, work with assigned clients, and join chats and boards they're added to. Can't change settings, manage billing, or invite people. The right default for designers, writers, developers, and most contributors.

Picking a role

For most agencies, you'll have one owner (you), one or two admins (a partner or operations lead), and member-level access for everyone else. You can change a role at any time from Settings > Team.

What clients see

Internal users, owner, admins, members, are invisible to your clients except where they explicitly interact. A client sees a member's name on a chat message they sent or a comment they wrote. They don't see your team list, what roles anyone has, or who else works for you.

Removing a team member

Remove someone from Settings > Team. Their access is revoked immediately. Anything they created (boards, comments, drafts) stays in your workspace; it doesn't get deleted with them.