Workspace and support
Manage workspace access and limits
Understand roles, missing pages, opportunity capacity, and billing access.
Updated August 21, 2026Workspace roles
Owners manage the business profile, sources, members, billing, and workspace settings.
Editors work with opportunities, leads, messages, campaigns, and reports.
Approvers review assigned work without changing workspace setup or billing.
Change a person’s access
- 1
Confirm that you are in the correct workspace.
- 2
Ask the owner to open Settings, then Members.
- 3
Choose the member and update their workspace role.
- 4
Refresh the page after the change is saved.
Make room when a limit is reached
Dismiss opportunities you no longer need or archive old leads. The owner can open Billing when the workspace needs a higher plan limit.
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