Workspace Roles and Who Can Do What
Workspaces have four roles: Owner, Admin, Member and Viewer. The Team page shows who has which role.
Limited availabilityWhere to find it: Team (/app/team)
What this guide helps you do
Understand why a colleague sees different controls from you.
Who this applies to
All workspaces.
Before you start
- The Team page is view-only: there is no invite button or role editor in the product yet.
Steps
- Open Team to see members and their roles.
- Owners and admins manage billing and workspace settings; members work with forms; viewers can look but not change.
- To add someone or change a role, contact support from the workspace owner’s account.
What you should see
You know which role each person has and what it allows.
Troubleshooting
A colleague cannot see Billing.
Billing controls appear only for owners and admins. See Why a billing control is missing.
Related guides
- How to Update Your ProfileChange the name and details shown for your account in Settings.
- Why a Billing Control Is MissingBilling buttons depend on your role and your subscription state. Here is why View invoices, Update payment method or Cancel Subscription may not appear.
- How to View and Update Your Klarstig Subscription InvoicesOpen your invoice history in the secure billing portal, download PDFs and update the billing details used on future invoices.
Still need help?
Send us a message with your workspace name and what you tried. Don’t include card numbers or passwords.