Account roles define what a user can do across the entire Unplex workspace. A role is set when a user is invited and can be changed at any time by an Owner or Admin. Account roles are independent of project roles, which govern access within individual projects (see Section 5).

Note: role, status, and seat are three separate attributes of a user. Role (Owner, Admin, or Member) determines what a user can do. Status indicates whether an invitation is still pending. Seat is a named licence required to use the product. A user can hold a role without a seat, in which case the product cannot be used until a seat is assigned (see Section 4).

The Owner holds every Admin capability plus two exclusive ones: deleting the workspace and transferring ownership. All other capabilities are shared between Owner and Admin.

The workspace Owner is the single party ultimately accountable for the account. The Owner holds every Admin capability and is the only party who can delete the workspace or transfer ownership. There is exactly one Owner per workspace; the Owner cannot be demoted or removed by an Admin, and the role changes only through a deliberate transfer (see Transferring Workspace Ownership).

Typical assignment: the person who set up the Unplex account and is ultimately responsible for it — typically a managing partner, IT lead, or firm administrator.

Admins run the workspace day to day: inviting and removing users, changing roles, assigning seats, managing billing, and configuring workspace settings. Admins can see and manage every project in the workspace. The Admin role excludes exactly two capabilities: deleting the workspace and transferring ownership.

Typical assignment: trusted team members handling workspace management and billing, such as an office manager, IT administrator, or senior team lead.

Members use the product. A Member can create projects and collaborate within projects they own or are shared into, but cannot manage other users, seats, billing, or workspace settings.

Typical assignment: standard users — lawyers, paralegals, analysts, or any user working with Unplex as part of daily work.

A seat is a named licence assigned to a specific person, independent of role. Assigning the Admin role does not automatically grant a seat; a user without a seat cannot use the product regardless of role. Owners and Admins assign and revoke seats under Settings → Members.

For the full procedure, seat limits, and how seats interact with pending invitations, see Managing Seats and Licences.

Account roles and project roles are independent. Workspace Member status does not restrict what role a user can hold within a project — 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 where needed — for example, to reassign a project Owner when a team member leaves.

Owners and Admins can change roles between Admin and Member. The Owner role cannot be assigned or removed through this process; ownership changes only through Transferring Workspace Ownership.