Members & Roles

Overview of Roles in Your Workspace

Managing team members effectively starts with understanding the different roles available in your Salesnode workspace. Each role comes with specific permissions that control what actions a user can perform. This structure helps ensure that everyone on your team has the right level of access to do their job without compromising workspace security or workflow.

The five roles in Salesnode are Owner, Admin, Member, Editor, and Viewer. Knowing what each role allows will help you assign roles thoughtfully and keep your workspace organized and secure.

Understanding Permissions by Role

Permissions in Salesnode determine what users can view, create, edit, or remove within the workspace. To keep things simple, think of these actions as:

• View: Look at existing data or settings.
• Create: Add new data or resources.
• Edit: Change or update existing data.
• Remove: Delete data or resources.

Here’s a practical breakdown of what each role can do:

Owner

Owners have full control over the workspace. They can view, create, edit, and delete all resources including campaigns, emails, files, and settings. Owners can also delete the entire workspace if needed. Additionally, they manage team members and have the unique ability to transfer ownership to someone else.

Admin

Admins have nearly full operational access. They can do everything Owners can except deleting the workspace or transferring ownership. Admins can update workspace settings and manage members, making them key players in day-to-day operations.

Member

Members can view workspace settings but cannot edit them. They can create and edit most resources such as campaigns, records, sequences, templates, and emails. However, they are generally not allowed to delete resources except for template attachments. Members also cannot manage mailboxes or integrations beyond viewing them.

Editor

Editors have similar permissions to Members but with more restrictions on structural elements. They can create and edit campaigns, records, sequences, and templates but cannot create or edit workspace tables. Like Members, Editors can only delete template attachments and cannot manage mailboxes or integrations.

Viewer

Viewers have read-only access. They can view campaigns, emails, records, templates, mailboxes, and other resources but cannot create, edit, or delete anything. This role is ideal for stakeholders who need visibility without the ability to make changes.

Permission Summary Table

Here is a quick glance at the key capabilities by role:

1. Owner: Full access including workspace deletion and ownership transfer.
2. Admin: Full access except workspace deletion and ownership transfer.
3. Member: Create/edit most resources; limited deletion; no mailbox/integration management.
4. Editor: Similar to Member but cannot edit workspace tables.
5. Viewer: Read-only access to all resources.

Inviting and Managing Members

Adding new team members to your workspace is straightforward. You control who joins and what role they have from the Members tab in Settings.

How to Invite Members

1. Navigate to Sidebar → Settings → Members tab.
2. Click the Invite member button.
3. Enter the user’s email address.
4. Select the appropriate role based on the permissions they need.
5. Send the invitation — the user gains access once they accept the email invite.

Removing Members

If you need to revoke access for a team member:

1. Go to the Members tab.
2. Click the actions menu (usually three dots) next to the member’s name.
3. Select Remove.
4. Confirm the removal.
5. The user immediately loses access to the workspace.

Leaving a Workspace

As a member, you can leave the workspace anytime from the Members tab. However, Owners cannot leave unless they first transfer ownership to another member to ensure workspace continuity.

Ownership Transfer Process

Transferring ownership is an important step when the current Owner can no longer manage the workspace or wants to pass control to someone else. Only the current Owner can perform this action.

Steps to Transfer Ownership

1. Open Settings → Members tab.
2. Select the member you want to transfer ownership to.
3. Choose Transfer ownership from the actions menu.
4. Confirm the transfer.
5. The new Owner gains full control, and the previous Owner becomes an Admin or another selected role.

Role-Specific Permissions in Detail

Understanding the subtle differences between Member and Editor roles can help you assign the right access.

Member vs. Editor

Members can create and edit workspace tables, while Editors cannot—they have view-only access to tables. Both can create and edit campaigns, templates, and emails, but neither can delete most resources except template attachments. Neither role can manage mailboxes or integrations beyond viewing.

Practical Impact

• Assign Members when users need broader editing capabilities including workspace tables.
• Choose Editors for users focused on campaign and content creation without structural changes.

By understanding these roles and permissions, you can confidently manage your Salesnode workspace team, ensuring everyone has the right access to collaborate effectively without risking security or workflow integrity.