Product guide

Roles & Permissions

Control what each member can see and do.

Overview

Every person in your workspace has one of three roles. Roles control what each person can create, edit, and delete within the workspace.

The Three Roles

Owner

Full control over the entire workspace
Manages billing and subscription
Can change workspace settings
Can assign any role to any team member (including promoting to Admin)
There is one Owner per workspace

Admin

Can manage most resources in the workspace
Can invite Members and other Admins
Cannot access or change billing and subscription
Some restricted actions (see table below)

Member

Can work with most day-to-day records
Cannot access bookkeeping
Cannot delete contacts or organizations
Cannot convert proposals to invoices
Best for regular team members who need to create and manage client work but should not have full administrative control

Permission Reference by Feature

Feature	Owner	Admin	Member
Contacts — view	✅	✅	✅
Contacts — create / edit	✅	✅	✅
Contacts — delete	✅	✅	❌
Organizations — view	✅	✅	✅
Organizations — create / edit	✅	✅	❌
Organizations — delete	✅	✅	❌
Leads — all actions	✅	✅	✅
Deals — all actions	✅	✅	✅
Projects — all actions	✅	✅	✅
Tasks — all actions	✅	✅	✅
Appointments — all actions	✅	✅	✅
Time entries — all actions	✅	✅	✅
Invoices — all actions	✅	✅	✅
Proposals — create / edit	✅	✅	✅
Proposals — delete	✅	✅	❌
Proposals — convert to invoice	✅	✅	❌
Bookkeeping — all actions	✅	✅	❌
Tickets — all actions	✅	✅	✅
Documents — all actions	✅	✅	✅
Notes — all actions	✅	✅	✅
Reminders — all actions	✅	✅	✅
Teams — all actions	✅	✅	✅
Reports — view	✅	✅	✅
Email templates — manage	✅	✅	❌
Workspace settings — manage	✅	✅	❌
Team members — invite / manage	✅	✅	❌
Onboarding — create / manage	✅	✅	✅
Onboarding — force complete	✅	✅	❌

Workspace Status Checks

Beyond individual roles, certain workspace-level statuses affect all users:

Workspace status	Effect
Active	Normal access for all members
Suspended	All members lose access until resolved
Cancelled	All members lose access

If you cannot log in and see a "suspended" or "cancelled" message, contact your workspace Owner or Nuvio One support.

Frequently Asked Questions

Can I have more than one Owner? Each workspace has exactly one Owner. If ownership needs to transfer, contact support.

Can a Member be promoted to Admin? Yes. Owners and Admins can change any member's role from the Team settings page.

What happens to a team member's data when they are removed? Their data (contacts created, notes, time entries, etc.) stays in the workspace. Only their access is revoked.

Can Members see financial data like invoices? Yes — Members can view and create invoices. The restriction is specifically bookkeeping (income/expense ledger), which is limited to Owners and Admins.

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