What Owners, Managers, Members and Client viewers can see and do.
Everyone in a workspace has one of four roles. The app hides what your role can’t do, and the same rules are enforced on the server and in the Claude connector and the ChatGPT plugin.
Role
In short
Owner
Everything, including billing, members and webhooks
Manager
Senders, sequences, leads and exports
Member
Leads, tasks and the inbox, optionally limited to certain clients
An API key belongs to the member who created it and can never do more than that person can. Lower their role, or remove them from the workspace, and the key loses the same rights immediately. A key is never an Owner.
Separately from the role, each membership has a Can reply switch. It’s on by default. Turn it off in Members for someone who should read conversations but not answer them.
Members and Client viewers can be limited to one or more clients. They then see only those clients’ senders, leads and conversations. A Member or Client viewer with an empty scope sees all clients. Owners and Managers always see everything.
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