Roles and permissions: Owner, Admin and Member

Every person in a workspace is an Owner, an Admin or a Member. Here is what each role can see and change.

CallRoute has three roles. The person who created the workspace is the Owner. Everyone else joins as an Admin or a Member, depending on the invite. You can see each person's role in the Role column on the Team page.

The short version

Owner runs the account: the plan, seats, payment details and releasing numbers.
Admin runs the phone system: numbers, call handling, invites, recording settings and the wallet.
Member uses the phone: their own numbers, their own conversations and anything assigned to them.

Side by side

Task	Owner	Admin	Member
Choose or change the plan, change seats, Manage billing	Yes	No	No
Add funds to the wallet, see billing history	Yes	Yes	No
Invite members	Yes	Yes	No
Invite admins	Yes	No	No
Remove a member	Yes	Yes	No
Remove an admin	Yes	No	No
Change extensions	Yes	Yes	No
Add numbers, Reassign, Transfer numbers	Yes	Yes	No
Release a number	Yes	No	No
Call handling for any number	Yes	Yes	Only numbers they own
Turn on recording for a number, the recording notice	Yes	Yes	No
Delete a recording	Yes	Yes	No
See conversations in the inbox	All	All	Own numbers, assigned, mentioned
Add or change team templates	Yes	Yes	No, but can use them
Analytics scope	Whole team	Whole team	Own numbers

Plan limits still apply. For example, recording needs the Pro or Scale plan whatever your role.

What members see

A member's Inbox shows conversations on the numbers they own, conversations a teammate assigned to them, and conversations where someone mentioned them in a note. They can text from a conversation if it is on their own number or assigned to them. Otherwise they can still read it and add notes.

On the Numbers page, members see every number and who it belongs to, and the Call handling button appears for the numbers they own. That lets each person set their own voicemail greeting, hours and menu without asking an admin.

Changing someone's role

A role is set by the invite. To give someone a different role, the owner can remove them from the Team page and invite them again with the new role. Their numbers move to whoever you pick when you remove them, so you can hand the numbers back afterwards with Reassign.

One owner per workspace

Ownership is never given out by invite, so every workspace has exactly one owner: the person who created it. Only the owner sees Manage billing, the plan buttons and Change seats on the Billing page.