Roles and Permissions

Every member of a company has one of four roles. The role decides what they can see and do in that company. It does not affect their private contacts, which only they can see whatever their role.

The four roles#

• Owner: the person who created the workspace. Can do everything, including choosing how strict review is and deleting the company. There is one owner.
• Admin: runs the company day to day. Reviews shared contacts, invites people, answers join requests, manages members, settings and billing.
• Member: keeps a private list, searches the directory, adds contacts and shares contacts for review.
• Viewer: searches and reads the directory, without adding, sharing or editing.

People whose join request is still waiting have no access to the company until an admin approves them.

What each role can do#

| Action | Owner | Admin | Member | Viewer | |--------|:-----:|:-----:|:------:|:------:| | Search and read the directory | Yes | Yes | Yes | Yes | | Add contacts to the directory | Yes | Yes | Yes | No | | Share private contacts with the company | Yes | Yes | Yes | No | | Edit or delete contacts they added | Yes | Yes | Yes | No | | Edit or delete any company contact | Yes | Yes | No | No | | Delete several company contacts at once | Yes | Yes | No | No | | Import a file into the company | Yes | Yes | No | No | | Review shared contacts (approve, edit, merge, reject) | Yes | Yes | No | No | | Choose the approval mode | Yes | No | No | No | | See the whole company's activity | Yes | Yes | Own only | Own only | | Invite people and answer join requests | Yes | Yes | No | No | | Invite or approve someone as admin | Yes | No | No | No | | Change roles | Yes | Member and viewer only | No | No | | Suspend or remove members | Yes | Members and viewers only | No | No | | Change company settings | Yes | Yes | No | No | | Manage billing | Yes | Yes | No | No | | Delete the company | Yes | No | No | No |

Nobody can change their own role or the owner's role, and the owner cannot be removed.

Choosing roles#

• Give Admin to the people who will review shared contacts and manage the team. Two admins are easier than one: someone can review while the other is away.
• Give Member to everyone who meets clients, partners or vendors and should add what they know.
• Give Viewer to people who need to look someone up but should not change the directory.

New people who join by email domain get the Default Role set in Company settings: Member or Viewer.

Change someone's role#

Open People & Access, then Members, open the person's menu and choose Change Role. See Team management.