Roles
| Role | Permissions |
|---|---|
| Owner | Full access. Can manage members, billing, integrations, and processing rules. Only one Owner per workspace. |
| Admin | Can view and edit all spend data, manage subscriptions, invite members, and manage integrations. Cannot change billing. |
| Member (shown as Contributor in Profile) | Day-to-day access. Can create and edit subscriptions, upload documents, and trigger syncs. Cannot manage integrations, billing, or invite others. |
| Viewer | Read-only access. Can view dashboards, subscriptions, and renewals but cannot make changes or invite others. |
Members table
The Members tab lists all users with active logins. Columns include:| Column | Description |
|---|---|
| Name | Display name and email address |
| Role | Owner, Admin, Member, or Viewer |
| Added On | Date the member joined the workspace |
| Status | Current membership status |
Member status values
| Status | Meaning |
|---|---|
| Active | Member is actively using the workspace |
| Invited | Invitation has been sent; the user has not yet accepted |
| Removed | Member has been removed from the workspace |
Inviting
Changing a member’s role
Owners and Admins can update another member’s role from Team → Members. Use the row actions for the member you want to change.Requests tab
If someone in your domain tries to join the workspace before being invited, their request appears in the Requests tab. The tab shows:- Name: the requester’s email
- Requested on: the date of the request
- Action: a checkmark button to approve or an ✕ button to decline