Compare owner, administrator, member and viewer roles, then plan seats, apps and storage.
Choose the least access needed#
A workspace role is the starting point. Individual workflows can impose stricter financial, private-record, manager-approval or register-assignment rules.
| Choice | When it fits | What it changes |
|---|---|---|
| Owner | The person responsible for the workspace. | Controls ownership-sensitive actions and the workspace’s account relationship. |
| Administrator | A trusted person managing the team and workspace. | Can manage authorised settings and people; ownership-only controls still apply. |
| Member | A colleague carrying out work. | Can edit only where team editing is explicitly enabled. A member role is not unrestricted financial access. |
| Viewer | Someone who needs permitted information without changing it. | Cannot submit ordinary workflow changes. Private and manager-only records remain restricted. |
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.