Roles & permissions

What each of the four roles can see and do, why the sales role is deliberately walled off, and why reviewers need no role at all.

Every teammate in your workspace holds one of four roles: admin, member, viewer, or sales. Admins run the workspace, members do the day-to-day work, viewers watch and weigh in, and sales shares reels and presentations without ever seeing a project file. You assign a role when you invite someone and can change it any time under Settings → Team.

Screenshot: roles-and-permissions-1
Assign and change roles from Settings → Team; reviewers get their own tab and no seat.

What each role can do

• admin: everything a member can, plus team management, workspace settings, branding, email setup, and billing.
• member: the working role. Creates projects, uploads media, manages review links, reels, and presentations, and reads analytics. Cannot touch admin settings.
• viewer: read-only. Opens projects and assets without changing anything, and can comment on review links when comments are enabled.
• sales: reels, presentations, brand kits, and analytics. Nothing else.

The sales role is a wall, not a curtain

The sales role exists so an outbound team can send yesterday's showreel with no chance of wandering into an unreleased client cut. The restriction is enforced on the server, not politely hidden in the interface: a sales login is refused outright by projects, assets, comments, contacts, templates, tags, watch folders, and integrations. What sales users do get is the full outreach kit: reels, presentations, personalized links, brand kits, and the analytics that show who watched.

Change a role

1. Open Settings → Team.
2. Find the person and pick a new role from the dropdown next to their name.

The change applies on their very next click. Roles are checked live on the server for every request, so there is no waiting for anyone to sign out and back in.

Reviewers are not a role

The clients you send review links to never sign in, so they hold no role and use no seat, on any plan. Once a reviewer leaves their name and email on a link, they appear under the Reviewers tab in Settings → Team: free, unlimited, and outside your seat count. The rule of thumb: a teammate who should only watch gets the viewer role; a client who leaves notes gets a review link instead. Seat counts per plan live in the Plans & limits reference.