> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callvaultai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Roles

> Understand the Viewer, Editor, and Admin roles and what each one can do inside a workspace.

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.

<Info>
  `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.
</Info>

## 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.