Help article
Manage team roles
Use role-based access to separate profile editing, event operations, lead review, billing, and audit responsibilities.
Choose a role by responsibility
Give people access to the areas they operate. Event managers may need events and invitations, sales users may need leads and CRM, and auditors may need read-only reporting.
- Review the current member list.
- Choose the member who needs a change.
- Select the narrowest suitable role.
- Confirm the change and ask the member to sign in again if needed.
Workspace governance
Enterprise workspaces can enforce organization branding, provisioning, and centralized integrations. Keep ownership with a small administrator group and review access on a regular cadence.