Every member of a workspace has one of three roles: Viewer, Editor, or Admin. Roles are set per workspace — the same person can be an Admin in one workspace and a Viewer in another.
Roles overview
| Permission | Viewer | Editor | Admin |
|---|
| View calls and transcripts | ✓ | ✓ | ✓ |
| Play recordings | ✓ | ✓ | ✓ |
| Read AI summaries | ✓ | ✓ | ✓ |
| Search within workspace | ✓ | ✓ | ✓ |
| Export calls | ✓ | ✓ | ✓ |
| Create share links | | ✓ | ✓ |
| Upload calls to workspace | | ✓ | ✓ |
| Add and remove tags | | ✓ | ✓ |
| Move calls between folders | | ✓ | ✓ |
| Rename and delete calls | | ✓ | ✓ |
| Create and manage folders | | ✓ | ✓ |
| Move calls to other workspaces | | ✓ | ✓ |
| Add and remove workspace members | | | ✓ |
| Change member roles | | | ✓ |
| Edit workspace settings and name | | | ✓ |
| Create routing rules for workspace | | | ✓ |
| Archive or delete the workspace | | | ✓ |
Viewer
Viewers have read-only access. They can browse all calls in the workspace, read transcripts and summaries, search, and export — but they can’t change anything or add new calls.
Best for: Clients, stakeholders, or team members who need to review calls but shouldn’t modify anything.
Editor
Editors can do everything a Viewer can, plus they can add and organize content. They can upload calls, create folders, tag and rename calls, and create share links.
Best for: Team members who are actively working with calls — adding new recordings, organizing folders, tagging calls for routing.
Admin
Admins have full control over the workspace, including managing who’s in it and what settings are configured. Every workspace needs at least one Admin.
Best for: Team leads, managers, or workspace owners who are responsible for the workspace’s configuration and membership.
Org roles vs. workspace roles
Organization roles (organization_owner, organization_admin, member) control what someone can do at the org level — managing billing, inviting people to the org, and so on.
Workspace roles are separate and control what someone can do within a specific workspace.
organization_owner and organization_admin can access workspace settings for any workspace in the org, regardless of their workspace-level role. This allows admins to help manage workspaces across the org when needed.
Changing a member’s workspace role
- Open the workspace
- Go to ⋯ → Workspace Settings → Members
- Click the role badge next to the member’s name
- Select the new role
The change takes effect immediately. 
