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Account Roles: Owner, Admin, and Member

Learn how account-level roles work in Unplex and what each role can do across your workspace.

Written by Dominic Rogger
Updated over a month ago

Overview

Account roles define what a user can do across your entire Unplex workspace. They are set when a user is invited and can be changed at any time by an Owner or Admin. Account roles are separate from project roles, which control access within individual projects.

πŸ’‘ Seats can be reassigned at any time. If a team member changes role or leaves, an Owner or Admin can reassign their seat to someone else instantly β€” no need to purchase a new seat.

Roles at a glance

Permission

Owner

Admin

Member

Access the workspace

βœ“

βœ“

βœ“

Create and join projects

βœ“

βœ“

βœ“

Invite new members

βœ“

βœ“

β€”

Remove members

βœ“

βœ“

β€”

Change account roles

βœ“

βœ“

β€”

Manage workspace settings

βœ“

βœ“

β€”

Manage billing

βœ“

β€”

β€”

Delete the workspace

βœ“

β€”

β€”

Transfer workspace ownership

βœ“

β€”

β€”

Role descriptions

Owner

The workspace Owner has full control over the account. This includes all administrative capabilities plus billing management, workspace deletion, and ownership transfer. There is exactly one Owner per workspace.

Best for: The person who set up the Unplex account and is ultimately responsible for it β€” typically a managing partner, IT lead, or firm administrator.

Admin

Admins can manage the workspace and its members β€” inviting and removing users, changing roles, and configuring workspace settings β€” but cannot access billing or delete the workspace.

Best for: Trusted team members who handle day-to-day workspace management, such as an office manager, IT administrator, or senior team lead.

Member

Members can access the workspace, create projects, and collaborate within projects they are part of. They cannot manage other users or workspace settings.

Best for: All standard users β€” lawyers, paralegals, analysts, or anyone using Unplex as part of their daily work.

How account roles relate to project roles

Account roles and project roles work independently. Being a workspace Member does not restrict what role you can hold within a project β€” any Member can be the Owner of a project they create.

Account Owners and Admins have visibility over all projects in the workspace and can intervene at project level if needed, for example to reassign a project Owner when someone leaves the team.

How to change a member's account role

  1. Go to Settings β†’ Members.

  2. Find the member you want to update.

  3. Click the role dropdown next to their name.

  4. Select the new role.

Only Owners and Admins can change account roles. An Admin cannot promote another user to Owner.

πŸ”„ Need to reassign a seat? Simply remove the current member and invite the new person in their place. The seat becomes available immediately and no additional licence is required.

Frequently asked questions

Can there be more than one Admin?

Yes. You can have multiple Admins. There is only ever one Owner.

Can an Admin change the Owner's role?

No. Admins cannot modify the Owner's role or access billing settings.

What happens when the Owner leaves?

Ownership must be transferred to another workspace member before the Owner's account is removed. Contact support if you need help with this.

Where can I learn about project-level roles?

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