Skip to main content
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

​
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

  1. Open the workspace
  2. Go to ⋯ → Workspace Settings → Members
  3. Click the role badge next to the member’s name
  4. Select the new role
The change takes effect immediately.