Workspace and team
Workspace roles and permissions
Each member has one role in each workspace: Owner, Admin, or User. Your role can differ between workspaces. New invitations default to User.
What every member can do
All three roles have full access to matter work:
- Create, edit, close, reopen, and delete matters.
- Create, edit, and delete accounts and transactions.
- Run, save, and export reports.
- Use Import with AI and Chart of Accounts AI.
- Manage matter tags, transaction tags, and account templates.
What admins add
Admins can also:
- Invite members and manage invitations.
- Change roles between Admin and User, and remove admins and users.
- Choose a plan, change plans, and manage the subscription.
Admins cannot invite owners, change an owner's role, or remove an owner.
What owners add
Owners can do everything admins can, plus:
- Invite owners and make other members owners.
- Change an owner's role or remove an owner.
- Rename the workspace, set its logo and header image, and delete it.
- Edit the workspace AI instructions.
- View the audit log.
Settings pages by role
Open Workspace Settings from the menu under your profile picture. The pages you see depend on your role:
- Owner. General, AI Instructions, Tags, Templates, Members, Plan & Billing, and Audit Log.
- Admin. Tags, Templates, Members, and Plan & Billing.
- User. Tags and Templates.
Workspace Settings opens on the first page your role can use. General for owners, Members for admins, and Tags for users.
Owner rules
A workspace always keeps at least one owner. You can't demote or remove the last owner, and the last owner can't leave. To hand over a workspace, make another member an owner first.