Team roles and what each can do

What owners, admins, members and viewers can each do, how to change someone's role, and how to remove someone who leaves.

BusinessTeam memberAgencyWhite labelAgency clientWho can do it: owner, admin

Everyone on your team has a role. The role decides who can handle money and the team itself. Day-to-day work – contacts, conversations, bookings, pages – is open to owners, admins and members. A viewer can see all of it and change none of it.

Before you start

To remove someone, you must be an owner or admin.
Open Settings › Team to see each person with their role beside their name.

What each role can do

	Owner	Admin	Member	Viewer
See contacts, conversations, calendars, sites, orders, reports and the rest	Yes	Yes	Yes	Yes
Add, change or delete anything in them, send messages, run bulk actions	Yes	Yes	Yes	No
See the team, the plan and usage	Yes	Yes	Yes	Yes
Invite people, re-send or cancel invitations	Yes	Yes	No	No
Remove people	Yes	Yes	No	No
Change the plan, open the billing portal	Yes	Yes	No	No
Top up the wallet, buy or cancel add-ons	Yes	Yes	No	No
Add, check or remove the sending domain	Yes	Yes	No	No
Switch email alerts on or off	Yes	Yes	No	No
Confirm assistant actions that need a manager	Yes	Yes	No	No

The person who created the business is its owner. When you invite someone, the window offers Admin ("Can manage settings and billing."), Member ("Can work in the workspace.") and Viewer ("Can see everything, change nothing."). A viewer suits an accountant, an adviser or a new starter who should look before they touch. A viewer still sees every customer's details, so invite only people you trust with them.

A viewer sees a View only. line under the top bar. The business refuses every change a viewer tries, wherever they try it: saving shows Your role is view-only. Ask an owner or admin to make this change., and an edit that does not show the message does not stick either.

Steps

Remove someone

Open Settings › Team.
Press Remove beside the person.
The message Access removed. Their notes and tasks are untouched. appears. They can no longer open this business, and their seat is free.

Change someone's role

There is no role switch on the Team tab. To change a role:

Press Remove beside the person.
Press Invite teammate and invite the same email address with the new role.
They open the new link and choose I already have one to sign in with their existing password.

What happens next

Anything a person made – notes, tasks, pages, messages – stays in the business after they are removed. A removed person keeps their login, so they can still get into any other business they belong to.

For agencies

Your agency staff do not need a role in each client. While they work inside a client, a bar across the top shows they are there as the agency, and each visit is logged. Inside the client they have their agency role: an owner, admin or member can do the work, and someone who is a viewer at the agency can look at every client but change nothing in any of them. The client's own Team list only shows the client's people.

For clients of an agency

Your team is yours to manage in the same way. Your agency is not listed on your Team tab.

Troubleshooting

There's no Remove button beside someone. Owners cannot be removed from the Team tab, and you cannot remove yourself. If there is no Remove button beside anyone, you are a member or a viewer.

"Couldn't remove that person." The message under it says why, for example that they are the last owner. A business must always keep an owner.

"Your role is view-only. Ask an owner or admin to make this change." You are a viewer in this business. An owner or admin can make the change for you, or change your role as described above.

A viewer's change did not stick. Viewers cannot change anything, even where a button is still shown. If they should work in the business, remove them and invite them again as a member.

A member says a button is missing. Money, the team, the sending domain and alerts are for owners and admins. Either an owner or admin does it, or you change their role as described above.

I want to hand the business over to someone else. There is no button to transfer ownership, and accepting an invitation never turns an owner into an admin, member or viewer. Contact support for help with a change of owner.

Someone joined with the wrong role. Remove them and invite them again with the right role.

Still stuck?

Email support@opusfunnel.com with the page you were on. A person replies, usually within one business day.

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