Role Permissions
The following table shows what each role can do inside a workspace:
Owners have full control over the workspace, including destructive actions like deletion and billing changes. Admins can manage day-to-day operations such as integrations and members but cannot alter billing or delete the workspace. Members can build automations and view data but cannot change workspace settings. Viewers have read-only access and cannot modify anything.
Changing a Member’s Role
Only Owners and Admins can change roles. To update a role from the dashboard:- Go to Settings > Members inside the workspace.
- Find the member whose role you want to change.
- Select the new role from the dropdown.
- Confirm the change.
Adding and Removing Members via API
You can invite a new member or remove an existing one programmatically.Invite a Member
Remove a Member
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Workspace Ownership Transfer
You can transfer ownership of a workspace to another Admin if you are the current Owner. From the dashboard:- Go to Settings > Members.
- Click the actions menu on the Admin you want to promote.
- Select Transfer Ownership.
- Confirm the transfer.
