Roles and what each can do
The owner, admin and member roles, team leads, and a full table of who can do what.
Updated 2 min read
Everyone in an organization has one of three roles: Owner, Admin or Member. On top of that, a person can lead a team.
Role | In short |
|---|---|
Owner | Full control, including billing and other owners. |
Admin | Manages members, teams and inboxes. |
Member | Works in the inboxes of their teams. |
Team lead | A member who leads a team and manages who is on it. |
An organization can have more than one owner. It always has at least one.
You can see your own role and teams in Settings › Membership.
Team leads
Being a team lead is a role inside a team, not in the organization. A team lead usually has the Member role. They can add and remove the members of the teams they lead and choose who leads them. In Reports they see the inboxes and members of their teams. See Teams and team leads.
Who can do what
Owner | Admin | Member | Team lead | |
|---|---|---|---|---|
Work in the inboxes of their teams | Yes | Yes | Yes | Yes |
See every inbox, including ones no team is mapped to | Yes | Yes | No | No |
Open any private conversation | Yes | Yes | Only when assigned or given access | Only when assigned or given access |
Snooze a conversation assigned to someone else | Yes | Yes | No | No |
Delete someone else's internal note | Yes | Yes | No | No |
Release a quarantined message | Yes | Yes | No | No |
See Members, Teams and Inboxes settings | Yes | Yes | Read only | Read only |
Invite people, change roles, remove people | Yes | Yes | No | No |
Make someone an owner, change an owner's role or remove an owner | Yes | No | No | No |
Create and change teams and inboxes, and inbox signatures | Yes | Yes | No | No |
Add and remove members of a team | Yes | Yes | No | Their own teams |
Manage tags, statuses, business hours and domains | Yes | Yes | No | No |
Change the organization's profile and email settings | Yes | Yes | No | No |
See billing and pay invoices | Yes | Yes | No | No |
Change or cancel the plan, edit billing details | Yes | No | No | No |
Transfer ownership, delete or restore the organization | Yes | No | No | No |
Reports | Whole organization | Whole organization | Their own work | Their teams |
Leave the organization | No | Yes | Yes | Yes |
Their own notifications, signature and membership | Yes | Yes | Yes | Yes |
Anyone can add tags to a conversation and set its status. Only owners and admins create, edit or delete tags and statuses.
Rules that protect owners
Only an owner can make someone an owner.
Only an owner can change another owner's role or remove another owner.
The last owner cannot be removed or made an admin. Make someone else an owner first.
An owner cannot leave. Hand ownership to an admin first. See Transfer ownership, delete or restore an organization.
Change someone's role
Owners and admins change roles in Settings › Members, with the role menu on each person's row. See Members and invitations.
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