Documentation
Roles & Team
Roles overview
- Owner — sole, immutable, can delete the workspace. Full control.
- Co-owner — manages team and billing. Cannot replace the Owner.
- Admin — same as Co-owner but without billing and without inviting people.
- Member (Operator) — daily user: searches, imports, builds offers.
- Sales rep — domain role for the catalog (behaves like Member).
- Viewer — read-only. Sees data, cannot send offers or import.
Note: Without an active plan, all roles drop to
SEARCH_ONLY — the workspace becomes read-only. As soon as Owner/Co-owner activates a plan, roles return to normal.Permission matrix
| Action | Viewer | Member / Sales rep | Admin / Co-owner | Owner |
|---|---|---|---|---|
| Search | ✅ | ✅ | ✅ | ✅ |
| Import data | ❌ | ✅ | ✅ | ✅ |
| Edit datasets | ❌ | ✅ | ✅ | ✅ |
| Delete columns / datasets | ❌ | ❌ | ✅ | ✅ |
| Create / edit a draft | ❌ | ✅ | ✅ | ✅ |
| Send an offer | ❌ | ✅ | ✅ | ✅ |
| Manage suppliers | ❌ | ✅ | ✅ | ✅ |
| Invite, change role | ❌ | ❌ | ✅ | ✅ |
| Billing, upgrade / downgrade | ❌ | ❌ | ✅ (Co-owner only) | ✅ |
| Rename workspace | ❌ | ❌ | ✅ | ✅ |
| Delete workspace | ❌ | ❌ | ❌ | ✅ Owner only |
Inviting members
Path: Settings → Team members (Users) → "Send Invite" → email + role + seat tier (on paid plans).
- Only Owner, Co-owner, or Admin can invite.
- Invitations are valid for 14 days.
- The recipient gets an email with a link. After accepting, they automatically become a member.
- Change role: same dialog, dropdown next to the member.
- Remove: icon next to the member. Admin / Co-owner / Owner only. The Owner cannot be removed (ownership transfer is TBD self-service — contact support).
Rename / delete workspace
Rename: Settings → workspace settings (name at the top). Admin / Co-owner / Owner. The slug propagates to the URL shortly after.
Delete: Profile → Danger zone → "Delete workspace". Owner only. Requires typing the workspace name to confirm.
Warning: Deletion is permanent — all datasets, offers, drafts, suppliers, members, and billing history are gone.