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

# Roles and permissions

> See what Owners, Admins, Members, and Viewers can do in ClearSpend.

See whether your role can edit subscriptions, connect integrations, or manage billing. ClearSpend uses four workspace roles; higher roles include everything lower roles can do, except where noted.

## Role summary

| Role                                                      | Typical use                                                     |
| --------------------------------------------------------- | --------------------------------------------------------------- |
| **Owner**                                                 | Billing, org name, full admin control. One Owner per workspace. |
| **Admin**                                                 | Integrations, team, rules, blocked apps; no billing portal.     |
| **Member** (shown as **Contributor** in Profile settings) | Day-to-day subscriptions, documents, uploads, invoice requests. |
| **Viewer**                                                | Read dashboards, subscriptions, renewals; no edits.             |

## Permission matrix

| Action                                              | Owner | Admin | Member | Viewer |
| --------------------------------------------------- | ----- | ----- | ------ | ------ |
| View dashboards, subscriptions, renewals, documents | Yes   | Yes   | Yes    | Yes    |
| Upload documents / use extension to send files      | Yes   | Yes   | Yes    | No     |
| Edit subscriptions, request invoices                | Yes   | Yes   | Yes    | No     |
| Connect / disconnect integrations                   | Yes   | Yes   | No     | No     |
| Invite members, approve join requests               | Yes   | Yes   | No     | No     |
| Change member roles                                 | Yes   | Yes   | No     | No     |
| Processing rules, blocked apps                      | Yes   | Yes   | No     | No     |
| Notification settings (email recipients, reminders) | Yes   | Yes   | No\*   | No     |
| Slack integration (connect)                         | Yes   | Yes   | No     | No     |
| Workspace billing (Stripe portal)                   | Yes   | No    | No     | No     |
| Rename organization                                 | Yes   | No    | No     | No     |

\* Members receive document-request emails when they are named as owners; they do not configure workspace notification settings.

<Note>
  Slack renewal alerts go to the **Owner** only, even when additional email recipients are configured. See [Subscription notifications](/features/subscription-notifications#slack-notifications).
</Note>

## Related pages

* [Members and roles](/team/members#roles)
* [Profile settings](/settings/profile) (organization name is Owner-only)
