Roles and permissions

Every workspace has three roles. Your Admin chooses one when they invite you and can change it later under Members and roles; a change applies the next time you load a page.

• Admin — everything below, plus the Settings pages, member management, deleting records and activities, and sharing views and templates with the team.
• Member — the day-to-day rep role. Create and edit records, advance stages, work activities, send email, capture from LinkedIn, and use the queues. Members cannot delete records or activities and cannot create shared views or templates.
• Read Only — browse everything, change nothing. Lists filter and sort, personal saved views work, detail pages and conversations are readable in full, but there is no New, Import, Export, Reply, or Upload, and the right-click menus shrink to Open and Copy.

What each role can do

Capability	Admin	Member	Read Only
View records, lists, boards, detail pages	Yes	Yes	Yes
Create and edit records, advance stages, drag on boards	Yes	Yes	No
Reassign the owner, set temperature, quick-set dropdowns	Yes	Yes	No
Delete records	Yes	No	No
CSV import and export	Yes	Yes	No
Upload and delete files on a record (download is read)	Yes	Yes	No
View tasks, calendar, inbox, sent, conversations	Yes	Yes	Yes
Schedule, complete, snooze, edit, drag activities	Yes	Yes	No
Delete activities	Yes	No	No
Email reply and compose, LinkedIn reply, notes	Yes	Yes	No
Use and create personal message templates	Yes	Yes	No
Create shared templates and shared saved views	Yes	No	No
Follow-up reminders, email Send later	Yes	Yes	No
View Newsfeed and Signals (when on)	Yes	Yes	Yes (read)
Newsfeed engagement marks, Signals triage	Yes	Yes	No
Capture from LinkedIn with the extension	Yes	Yes	No
Connect your own email and calendar	Yes	Yes	Yes
Send and vote on feedback	Yes	Yes	Yes
Settings: Members, Entities, Pack, Pipelines, LinkedIn, API keys, Webhooks	Yes	No	No

Admin-only actions inside the main app

• Bulk delete — selecting rows on a list shows a bar with “Delete N records” (confirmed).
• Delete activity — on an activity’s menu; it warns if a synced calendar event will be removed too.
• Set default list view — on a list’s tab strip, the menu on All or any shared view offers Set as default for the whole workspace.
• Share with team on saved views and message templates; only Admins delete shared items.