Manage workspace access and limits

Workspace roles

• Owner: manages the business profile, sources, members, billing, leads, messages, campaigns, and workspace settings.
• Editor: works with leads, messages, campaigns, and reports. Editors can view source status but cannot manage billing, members, or targeting.
• Approver: reviews assigned work without changing workspace setup, sources, leads, campaigns, billing, or member access.

Change a person's access

1. 1Confirm that you are in the correct workspace.
2. 2Ask the workspace owner to open Settings, then Members.
3. 3Choose the member and update their workspace role.
4. 4Refresh the page after the change is saved.

Make room when a limit is reached

Dismiss opportunities you no longer need or archive old leads to make room. The owner can open Billing in Settings when the workspace needs a higher plan limit.