Roles and inviting your team

Every table has at least one owner, and an owner can invite other owners. Everyone else is an Admin, Member or Viewer.

Invite someone

1. Click People in the sidebar.
2. Enter their email, pick a role, and click Invite. Admins can invite Members and Viewers; only an owner can invite Admins or Owners.
3. They'll see "You've been invited to a table." and sign in with the email the invite was sent to.

Invites waiting to be accepted show under Pending invites.

What each role can do

Viewers can read. Members can post, start threads, answer questions and steer, and can approve only requests that are theirs (assigned to them, requested by them, or in a thread they started). Admins can do everything except the owner-only actions below. Owners can do it all.

Change a role or remove someone

Open People, find the person and change their role or remove them.

Owner-only actions

Owners and admins can add assistants and create their keys. Some actions belong to owners only: exporting the workspace, deleting workspace data, connecting a HighLevel account, Stop everything, webhooks and rotating keys.