Workspace roles and permissions

Workspace roles control what a person can see and change.

Owner

Full access to the workspace, including member management and workspace ownership.

Administrator

Can manage the workspace, team members, integrations, clients, requests, checklists, client communication, exports, and billing access where allowed.

Manager

Can manage clients, requests, submitted documents, checklists, and client communication. Managers can view integrations but do not manage integration settings.

Bookkeeper

Can work with clients, requests, submitted documents, and client communication. Bookkeepers can view templates and integrations but have fewer management permissions than managers or admins.

Viewer

Read-only access to clients, requests, documents, conversations, and exports. Viewers can download request item files and exports when permitted, but cannot create or change most records.