Workspace roles
Workspace seats are one of four roles: Owner, Member, Worker, or Client. Owner and Member can manage the team and edit cases; Worker can work cases (and can be scoped); Client is external and only sees the portal.
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Workspace seats are one of four roles: Owner, Member, Worker, or Client. Owner and Member can manage the team and edit cases; Worker can work cases (and can be scoped); Client is external and only sees the portal.
What you need
- Owner or Member role to change anyone else's role
The four roles
Owner
Full control. Manages billing, integrations, and team membership; edits every case, template, and workspace setting. Set automatically on the person who created the workspace and never selectable from the invite picker.
Member
Same case and configuration access as Owner — can read, update, and delete cases, edit templates, configure workspaces, and invite teammates. Cannot change billing.
Worker
Can read cases and add activity, but cannot update or delete them. Optionally restricted to assigned cases only and to a subset of file categories per case. Use this for staff who shouldn't reshape the data.
Client
External seat. Signs in at /portal and sees only cases shared with them, only the file categories granted, and the forms exposed for them to fill. Never appears in the Team panel.
Step by step (changing a role)
- Open Settings → Account and expand the Team section.
- Find the member row.
- Pick Worker or Member from the role select. (Owner is read-only — to transfer ownership, contact support.)
- The change saves on selection.