When inviting a teammate to your workspace, you’ll choose between two roles: Admin and Rep.
This guide explains what each role can access and manage.
Quick Overview
Admins have full control over account settings, integrations, billing, and team management.
Reps have a focused experience built for individual contributors. They can view most organizational settings but can only edit and manage what they personally create.
Team Management
Permission | Admin | Rep |
View teammates | ✅ | ✅ |
Add new teammates | ✅ | ❌ |
Edit or remove teammates | ✅ | ❌ |
Resend invitations | ✅ | ❌ |
Settings Access
Available to Both Roles
Both Admins and Reps can access:
Personal profile settings
Personal Slack connection
Email notifications (with role limits below)
Webhooks (with role limits below)
Resources
View-Only for Reps
Reps can see these settings, but cannot edit them:
Lead Score configuration
Buying Committee settings
CRM integrations
Knowledge base
Website Agent / Sidekick AI
Hidden from Reps
These sections are only visible to Admins:
Usage analytics
Billing and subscription management
Tracking script (go-live installation code)
Ownership Model: “Manage Your Own”
For several features, Reps can create and manage their own items. Admins can manage everything across the organization.
Workflows
Admins and Reps can create workflows
Reps can edit, activate, deactivate, or delete only workflows they created
Admins can manage all workflows
Webhooks
Admins and Reps can create webhooks
Reps can edit or delete only webhooks they created
Admins can manage all webhooks
Slack Connections
Both roles can connect their own Slack
Reps can edit or disconnect only their own Slack connection
Admins can manage any team member’s Slack connection
Email Notifications
Admins can create notifications for any team member and manage all subscriptions
Reps can add themselves as recipients and manage their own subscriptions only
CRM Integrations
HubSpot and Salesforce
Only Admins can connect, configure, or disconnect CRM integrations
Reps can view CRM integration status but cannot modify it
Sequence Providers
Both Admins and Reps can connect their own sequence tools, including:
Apollo
Outreach
Lemlist
Clay
Reps can manage only their personal sequence connections.
Onboarding Experience
Admins and Reps see different onboarding flows.
Admin Onboarding Includes:
Website analysis
Ideal Customer Profile definition
Tracking script installation
CRM connection
Team invitations
Billing setup
Rep Onboarding Includes:
Connecting sequence tools
Connecting Slack
Setting up email notifications
Completing profile setup
Reps do not see ICP setup, script installation, CRM configuration, team invites, or billing steps.
At a Glance
Feature | Admin | Rep |
Billing and Usage | Full access | Hidden |
Tracking Script | Full access | Hidden |
Lead Scoring config | Full access | View only |
Buying Committee config | Full access | View only |
CRM Integrations | Full access | View only |
Knowledge base | Full access | View only |
Website Agent config | Full access | View only |
Add or manage teammates | ✅ | ❌ |
Sequence providers | Full access | Full access |
Create workflows | ✅ | ✅ |
Manage others’ workflows | ✅ | ❌ |
Create webhooks | ✅ | ✅ |
Manage others’ webhooks | ✅ | ❌ |
Email notifications | All recipients | Self only |
Slack connections | Manage all | Own only |
ICP and Persona setup | ✅ | ❌ |
When to Use Each Role
Assign Admin to
Team members responsible for account setup, billing, CRM configuration, integrations, and managing the overall workspace.
Assign Rep to
Individual contributors who need to view leads, run their own workflows, connect personal tools, and manage their own notifications, without access to organization-wide settings or billing.