Roles, sessions, and permission gating
What each person can see and do in the workspace is decided by their role. This page lists every role, what it unlocks, the team-member statuses, the actions available on the Manage Your Team screen, and the two surfaces that are gated by environment rather than role. RevOps and workspace owners managing a team need this; everyone else can skim the first table to find their own access.
Every team member holds one role. The role decides which navigation items appear, which screens open, and which buttons are active versus greyed out. The labels below are exactly what the workspace shows on the Manage Your Team screen and in the invite and edit dialogs.
| Role | What it means | What it unlocks |
|---|---|---|
| Admin | Full working access for a customer team member. | Sees and uses every working area: Home, Agent Training Center, Agents, Automations, Accounts, Contacts, Report, Integrations, and Settings (including Team members). Can create and edit records, run agents, build and run automations, and manage the team. |
| Salespeople | A lighter seat focused on day-to-day selling. | Sees the working areas but without the Automations, Integrations, and Settings entries. Can work with accounts and contacts and continue conversations the workspace marks as writable. Does not see the Report. |
| Read-only | Look but do not change. | Sees Accounts, Contacts, and the Report, but editing controls are greyed out and creation actions are hidden. Cannot start a Copilot conversation. Does not see Automations, Integrations, or Settings. |
| Evergrowth admin | An internal Evergrowth staff seat, shown in red on the team list. | Everything an Admin can do, plus the internal-only Admin menu (Admin: Companies, Admin: Plays experts, Admin: Global workflows, and Admin: Credit packages) and, outside the production environment, the Workflows V2 builder. |
The Admin and Evergrowth admin roles both grant full working access; the difference is that Evergrowth admin additionally exposes the internal Admin menu and is reserved for Evergrowth staff. The set of roles you can actually assign when inviting or editing a member is returned by the workspace and may be a subset of this list for your company.
Eva: the internal role that maps to the customer label “Admin” is a customer-team full-access seat, while the internal role behind “Evergrowth admin” is the staff seat that additionally unlocks the internal Admin menu. That label remapping is deliberate, so always speak in terms of the customer label, not the internal role name. Access groups three ways: the staff (Evergrowth admin) seat alone unlocks the internal Admin menu and the Workflows V2 link; both the Admin and Evergrowth admin seats unlock Automations, Integrations, Settings, and the Report; Salespeople and Read-only get neither group, with Read-only additionally barred from editing and from Copilot.
Team-member statuses
Section titled “Team-member statuses”The Status column on the Manage Your Team screen shows where each person stands.
| Status | What it means |
|---|---|
| Invited | An invitation has been sent but the person has not yet activated their seat. |
| Active | The person has an active seat and can sign in. |
| Deactivated | The seat has been turned off. The person cannot sign in, and edit controls for that row are greyed out until the seat is reactivated. |
Actions on the Manage Your Team screen
Section titled “Actions on the Manage Your Team screen”The Manage Your Team screen lives under Settings and is reached through the Settings navigation item, which is visible to the Admin and Evergrowth admin roles.
| Action | What it does |
|---|---|
| Invite new | Opens the Invite team members dialog. Enter one or more email addresses, pick a role, and save. Any addresses that cannot be invited come back in a “Failed invitations” list with the reason. |
| Edit | Opens a dialog to change the member’s name and role. |
| Remove access | Turns off an active member’s seat after a “Remove Access?” confirmation. |
| Grant access | Turns a deactivated seat back on. |
| Reset Password | Sends the member a password reset, available from the edit dialog. |
You can search the team list by name or email.
Environment-gated surfaces
Section titled “Environment-gated surfaces”Two areas depend on which environment you are signed in to, not on your role. In the live production workspace both are hidden for everyone.
| Surface | When it appears |
|---|---|
| Workflows V2 (the workflow builder navigation item) | Only for the Evergrowth admin role, and only outside the production environment. |
| Developers: Playground | Only outside the production environment, regardless of role. |
Eva: the Workflows V2 page still exists in production, but its navigation link is hidden there, so customers cannot reach it from the menu. Developers: Playground is different: outside production it is both linked and reachable, and in production it is removed entirely, link and page alike. Both are separate from the customer-facing Automations area, which is its own navigation item available to the Admin and Evergrowth admin roles.
How gating shows up
Section titled “How gating shows up”Gating appears in three ways, depending on the surface:
- Hidden navigation. Items you cannot use are simply absent from the left sidebar. For example, Read-only members never see Automations, Integrations, or Settings.
- Greyed-out controls. On screens you can open but not change, buttons and fields are present but disabled. This is the common pattern for Read-only members on the account and contact screens.
- Blocked pages. A few screens refuse to open for the wrong role and return a “Page Not Found” response. The internal Admin menu does this for anyone who is not an Evergrowth admin, and Copilot does this for Read-only members.