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Guhan has three built-in roles + custom-role support. Pick the right role when inviting teammates so nobody accidentally deletes a live campaign.

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The built-in roles

Workspace Admin

Full access. Can create + edit + delete anything, invite teammates, manage billing, connect senders.

Campaign Manager

Can create + edit + launch agents. Can see everything but can’t delete workspace-level records or change billing.

Sales Rep

Can see their own assigned prospects + conversations. Can reply to their assigned Inbox tasks. Can’t create or delete agents.

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Inviting teammates

Go to Settings → Members → Invite → enter email + pick role. Invitees get an email with a link. When they accept, they land in your workspace.

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Custom roles

Beyond the three built-in roles, you can create custom roles from Settings → Roles → New role. Pick individual permissions:
  • View / edit / delete Watchlist Agents
  • View / edit / delete Outreach Agents
  • View / edit / delete Lists
  • View / edit / delete Prospects
  • View / edit / delete Companies
  • Connect / edit / delete Sender accounts
  • View / edit Brand & Voice
  • View / manage billing
  • Invite users
  • Assign inbox tasks
Assign the role to teammates the same way — Settings → Members → Change role.

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Sales Rep — the “own only” scope

Sales Rep is special. They see only:
  • Prospects assigned to them
  • Conversations where they own the sender account that sent the last message
  • Inbox tasks assigned to them
They can reply, resolve tasks, book meetings — but only for their assigned scope. This is how a workspace with 5 reps stays clean.

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Sender account ownership

Every sender (LinkedIn / email / WhatsApp) has an owner — the workspace member who connected it (or who was assigned it via delegation). The owner:
  • Is assigned to Inbox tasks for that sender’s conversations
  • Has their identity attached to outbound messages (“From: Alex Chen”)
  • Can reauth if the sender breaks
Delegated senders (admin connects → assigns to a Sales Rep) work the same way — the Sales Rep becomes the owner.

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Changing plans requires admin

Only Workspace Admins can:
  • Upgrade / downgrade the plan
  • Buy credit packs
  • Add / remove seats
  • Cancel the workspace

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Removing a teammate

From Settings → Members → [teammate] → Remove. Their sender accounts:
  • Stay connected but need re-assignment to another admin OR disconnected
Their Inbox tasks:
  • Get reassigned to the workspace admin
Data they created (Watchlist Agents, sequences, notes) stays in the workspace.

Workspace modes

Simple vs Advanced view — a UI preference, not a permission gate.