Teams & Collaboration

Team roles and permissions

Teams have three roles: Owner, Admin, and Member. Everyone can use the shared workspace. Admins can invite and remove members and manage billing. Only the Owner can change roles and holds the team’s plan.

View as plain text Updated 2026-07-07

Every team has exactly one owner plus any number of admins and members. The owner is whoever created the team and holds its subscription. Admins help run the team. Members use the shared workspace but cannot manage the team. All three roles have full access to the core features: generating schema, the shared library, AI analytics, and HubSpot tools.

The three roles #

Owner
Full control over the team, its billing, and all features. The owner holds the plan for everyone. There is one owner per team, and ownership is tied to the account that created the team.
Admin
Can manage billing, invite and remove team members, and use all features. Admins can remove members but not other admins or the owner, and they cannot change roles.
Member
Can generate schemas and use all core features in the shared workspace. Members cannot invite, remove, change roles, or touch billing.

What each role can do #

CapabilityOwnerAdminMember
Use core features (generate, library, AI analytics, HubSpot)YesYesYes
View and manage invitesYesYesNo
Invite new membersYesYesNo
Remove membersYesMembers onlyNo
Change member rolesYesNoNo
View and manage billing / purchaseYesYesNo
Delete the teamYesNoNo
Leave the teamNo (owns it)YesYes
Note An admin can remove members but not other admins. Only the owner can remove an admin or change anyone’s role. This keeps admins from overriding each other or promoting themselves.

Changing a role #

Only the owner can change roles. On the Team Members page the owner sees a role dropdown next to each other member and can switch them between Admin and Member.

  1. Open Team Settings and go to Team Members.
  2. As the owner, find the member and click the role dropdown next to their name.
  3. Choose Admin or Member.
  • You cannot change your own role.
  • You cannot assign the owner role to anyone; ownership is set by who created the team.
  • The owner’s own role always shows as Owner and cannot be changed.
Warning The owner cannot leave their own team. To fully step away, the owner would have to delete the account, which removes the team. Admins and members can leave whenever they want.
Tip Roles are about managing the team, not about who can do the actual schema work. Even a member has full access to generate, edit, and use the shared library.

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