Account
ReferenceRoles
Owner, administrator, and manager — what each role can do in your workspace.
Updated Sep 30, 2026
Everyone in a workspace has one of three roles:
- Owner — the account that created the workspace. There is one owner.
- Administrator — full access, except the owner-only actions below. New invites default to this role.
- Manager — works the request pipeline only.
Permissions
| Action | Owner | Administrator | Manager |
|---|---|---|---|
| View Requests, Abandoned, and Analytics | Yes | Yes | Yes |
| Setup pages (Booking Forms, Business Profiles, Service Areas, Services, Schedules) | Yes | Yes | Hidden |
| Integrations | Yes | Yes | Hidden |
| Open Account → Organization | Yes | Yes | No |
| Rename the workspace | Yes | No | No |
| Invite team members | Yes | Yes | No |
| Change a member's role | Yes | No | No |
| Remove a member | Yes | No | No |
| Start the trial, subscribe, or open Manage subscription | Yes | Yes | View only |
| Edit billing details and notification recipients | Yes | Yes | No |
| Your own Account → Settings | Yes | Yes | Yes |
Managers only see the Manage section of the sidebar: Requests, Abandoned, and Analytics. On Subscription they see the plan, but the buttons are disabled.
Change a role
The owner changes roles from the Team card on Account → Organization. The owner's own row is marked Owner. That role can't be changed, and the owner can't be removed. See Team members.
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