Team & RBAC
Roles
Owner, Admin, and Member roles control what each user can access.
Every team member has a role that determines their permissions.
Role permissions
| Role | Permissions |
|---|---|
| Owner | Full access: billing, org settings, member management, all pipelines and data. Only the Owner can delete the organization. |
| Admin | Everything except billing and org deletion. Can invite/remove members, manage integrations, run and edit pipelines. |
| Member | Can run pipelines, view reports, and access the pipeline library. Cannot access Settings. |
Changing a role
- Go to Settings > Team.
- Click a member's role.
- Select a new role.
- Click Save.
Only Owners and Admins can change roles.
Owner vs. Admin
- Owner — one per organization, has full control including billing and org deletion
- Admins — multiple admins allowed, can manage most things except billing and org deletion
Promote a team member to Admin if you trust them with operational decisions.