User Roles & Permissions

ConnectSafely uses a role-based access system to control what each team member can do within a workspace. Understanding these roles helps you manage your team effectively.

The Three Workspace Roles

Each workspace member is assigned one of three roles: Owner, Admin, or Member.

Owner

The workspace creator is automatically the Owner. There can only be one Owner per workspace.

• Full control over all workspace settings
• Can connect and manage LinkedIn accounts
• Manages billing and subscription
• Can invite, remove, and change roles of all members
• Access to all features and data

Admin

Admins help manage the workspace but cannot access billing or connect new accounts.

• Can view and use connected LinkedIn accounts
• Can manage workspace settings
• Can invite new members (as Member or Admin)
• Can connect new LinkedIn accounts
• Cannot access billing or subscription settings

Member

Members have basic access to use the workspace's features.

• Can use automation features (comments, post boost, etc.)
• Can access workspace settings
• Cannot view connected LinkedIn accounts list
• Cannot invite other members
• Cannot access billing settings

Permissions Reference Table

Here's a complete breakdown of what each role can do:

Changing Member Roles

Only the workspace Owner can change member roles. To change a member's role:

1. Go to Workspace Settings
2. Click on the Team tab
3. Find the member you want to update
4. Click the role dropdown and select the new role