> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guhan.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> Who can do what in your workspace.

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

## The built-in roles

<CardGroup cols={3}>
  <Card title="Workspace Admin" icon="crown">
    Full access. Can create + edit + delete anything, invite teammates, manage billing, connect senders.
  </Card>

  <Card title="Campaign Manager" icon="user-tie">
    Can create + edit + launch agents. Can see everything but can't delete workspace-level records or change billing.
  </Card>

  <Card title="Sales Rep" icon="user">
    Can see their own assigned prospects + conversations. Can reply to their assigned Inbox tasks. Can't create or delete agents.
  </Card>
</CardGroup>

## 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.

## 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.

## 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.

## 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.

## Changing plans requires admin

Only Workspace Admins can:

* Upgrade / downgrade the plan
* Buy credit packs
* Add / remove seats
* Cancel the workspace

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Workspace modes" icon="toggle-on" href="/workspace-settings/modes">
    Simple vs Advanced view — a UI preference, not a permission gate.
  </Card>
</CardGroup>