Choose a role for each teammate

What each role can open

Owner and Admin manage the workspace. Both can:

• Invite, change and remove members, and revoke a teammate's linked WhatsApp number, in Settings, then Members.
• Open Analytics, Audit and Tags in the sidebar, and the Billing tab in Settings. Members do not see any of these.
• Create events, set up the team card template and turn on auto-sync in Connections.

Member is for the people who capture leads. A member can:

• Edit their own card, email signature and meeting background.
• Capture leads and see them in Captures. A member can correct or delete only the captures they made.
• Link their own WhatsApp number and connect their own CRM account in Connections.
• Join an event, when the setting in Events lets teammates join.

Viewer is also in the Role list. It has no admin access, the same as Member.

If a member opens an admin page by its address, RareMachine shows You don't have access to this page and a line saying who can use it, for example Only workspace owners and admins can view the audit log.

Change a teammate's role

1. Open Settings and choose Members

   In Settings, choose the Members tab. The Role column shows each person's role.

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2. Open the person's menu

   On their row, open the menu at the right end (Actions for their name) and choose Change role….

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3. Pick the new role and save

   Choose a Role and then Update role. The new role applies the next time that person acts.

Result: the Role column shows the new role.

Invite someone with a role

Choose Invite member, enter an Email, pick a Role and choose Send invitation. The person joins with that role when they accept.