Organization Roles
Organizations have three roles that determine organization-level access:Organization owners and admins inherit workspace admin access automatically. They do not appear in the workspace member list but have full access to every workspace.
Workspace Roles
Each workspace has its own member list with three roles:Permission Matrix
The following table shows the exact permissions for each workspace role across all platform resources. RW means read and write access. R means read-only. A dash means no access.Agents can read and write contacts and conversations because these are core to their daily work in the inbox. All other resources are read-only for agents.
Inviting Team Members
Invite to Organization
Invite to Workspace
Organization members with the “member” role need explicit workspace access:- Go to Settings > Organization > Workspaces and select a workspace
- Add the member and assign a workspace role (admin, agent, or viewer)
Managing Invitations
The Members page shows pending invitations. You can:- Resend an invitation if the recipient hasn’t accepted
- Revoke an invitation to cancel it
What’s Next
Organizations and Workspaces
Learn about the organization hierarchy, workspace management, and billing.
Inbox
See how team roles affect inbox access and conversation assignment.