Who Can Do What — Role Permissions

This table shows exactly what each role can do in your workspace. When in doubt, give people the lowest role that covers their job — you can always change it later. For a fuller explanation, see Team Members & Roles.

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Permission table

Task	Owner	Admin	Manager	Member
Workspace settings & branding	✅	✅	❌	❌
Close the workspace	✅	❌	❌	❌
Transfer workspace ownership	✅	❌	❌	❌
Manage billing & plan	✅	❌	❌	❌
Invite & remove team members	✅	✅	❌	❌
Change team member roles	✅	✅	❌	❌
Create & edit clients	✅	✅	✅	❌
Create & edit tenders	✅	✅	✅	❌
Update tender status (won/lost)	✅	✅	✅	❌
Create projects from tenders	✅	✅	✅	❌
Issue purchase orders	✅	✅	✅	❌
Mark purchase orders as delivered	✅	✅	✅	❌
View dashboard & calendar	✅	✅	✅	✅
View reports & analytics	✅	✅	✅	✅
Export reports (PDF/Excel)	✅	✅	✅	❌