AC
Acme Co. ↓
Roles
Default + custom role definitions
Owner1 member
Owner
Full access · billing · workspace delete · transfer ownership
Admin2 members
Admin
Manage members · integrations · settings · all agents
Editor3 members
Editor
Create & edit campaigns, sequences, microsites · review queue
Viewer2 members
Viewer
Read-only access to dashboards, reports, sequences
Reviewer0 members
Reviewer
Can approve / reject drafts only · no edit access
API user0 members
API user
Programmatic access via API key only · no UI login
Role assignment rules
Default role for new invites
Applied unless overridden at invite time
Auto-elevate after 30 days
Viewer → Editor if active 5+ days
Require 2FA for Admin+
Recommended on workspaces with billing access