# Choose a role for each teammate

See what owners, admins and members can open, and change a teammate's role in Settings.

Updated 27 Oct 2026 · Admin

## 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.

       [Image: The Members tab with the Role column highlighted in the list of four members]

  2. **Open the person's menu**
   On their row, open the menu at the right end (**Actions for** their name) and choose **Change role…**.

       [Image: The Members tab with the row menu highlighted on the second member]

  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.

**Note:** Each pending invitation counts toward your seats, the same as an active member.

## Frequently asked questions

### Can I change my own role?

No. Your own row in Members has no menu, so ask another owner or admin.

### Can a workspace have no owner?

No. Removing or demoting the last owner is refused. RareMachine shows “Cannot remove the last owner from the workspace” or “Cannot change role — workspace must have at least one owner”. Make someone else an owner first.

### Who can give someone the Owner role?

Only an owner. The Owner choice does not appear in the Role list for anyone else.