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Every member has one workspace role. The role decides what they can see and change across the whole workspace. On top of the role, individual workflows, table views, and queues can be shared with specific people at a chosen level.
Roles are set on the Users page: select Settings in the sidebar, then Users under Workspace Settings. See Users for invitations and bulk changes.

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Workspace roles

Only an owner can make someone else an owner. Billing and Single Sign-On (SSO) under Workspace Settings are visible to owners only. The role also decides what an AI assistant connected through the MCP server can do for that person. Members and editors get the booking-link tools, viewers get none, and admins and owners get every tool enabled for the workspace. Changing someone to Viewer removes their booking tools. Whoever creates a workflow, table view, queue, routing policy, event, or workflow folder gets Full access to it, admins included. That is what lets a member delete and share the things they made.

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Access levels

A share gives one person one level on one resource. Editors already have Can edit on everything, so a share only changes something for an editor when it is Full access. Viewers can receive Can view only.

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Share a workflow, table view, or queue

Anyone with Can edit or Full access on a resource can share it. You can hand out any level up to your own, so only someone with Full access can give Full access to another person. Admins and owners can share anything at any level.
1

Open the resource

Open the workflow, the saved table view, or the queue. The default All people and All companies tables cannot be shared.
2

Select Share

Select Share in the header. The dialog lists the people this resource has been shared with. Admins, owners, and editors can open it without a share, so they are not listed unless someone shared it with them.
3

Invite people

Under Invite People, search for a teammate and pick them. New people start at Can view. Change the level next to their name at any time, or remove them from the list.
4

Copy the link

Select Copy link to share a direct link. The link opens for anyone who has access.

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Manage a member’s access

Admins and owners can see and change every share for one person from the Users page.
1

Open Manage access

On the Users page, open the 3-dot menu on a member’s row and select Manage access.
2

Add a resource

Select Add resource, then pick the workflow, view, queue, routing policy, or event. New shares start at View.
3

Set the level

Each row has a View, Edit, Full switch. Select the X on a row to remove that share.
Admins and owners have full access already, so the dialog shows a notice instead of a list for them. For a viewer, every share stays at View. To let a viewer edit anything, change their role to Member first. To share one resource with many people at once, select them on the Users page and use Grant access in the bulk action bar. See Bulk actions.

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Who can delete and export

Deleting a resource, and exporting a table view, need Full access on that resource. Owners, admins, and the creator have it. Editors and members see no Delete on anything they were not given Full access to. Exporting a whole table, All people or All companies rather than a saved view, is limited to owners and admins.
Last modified on October 28, 2026