The four roles
- 1Owner — billing, plan changes, workspace deletion. One per workspace, transferable.
- 2Admin — templates, policies, connectors, users and deployments. No billing access.
- 3Editor — can design and save templates but cannot deploy them.
- 4Member — sees only their own signature in the user portal and edits unlocked fields.
Changing someone's role
Open the admin console, find the person in the member list and pick a new role. The change applies on their next request; you do not need to ask them to sign out.