Bjud in användare, roller och behörigheter

    Team Feature

    Rollreferens för arbetsytan (Ägare, Administratör, Normalanvändare och Visare) samt inbjudningar, behörigheter och platsfakturering.

    Av Sebastian StreiffertPublicerad Jan 10, 2026Uppdaterad May 29, 20266 min läsning

    Workspace roles at a glance

    Every member has a role that controls what they can view and change. System roles ship with every workspace. Admins can also create custom roles with narrower permission sets in Settings → Workspace → Users → Permissions.

    RoleBillingWhat they can do
    Owner1 full billable seatFull CRM access, billing, user management, workspace configuration, ownership transfer, and workspace deletion.
    Admin1 full billable seatInvite and remove users, assign roles, manage billing, configure fields and integrations, run imports/exports, and access Security Center.
    Normal User1 full billable seatCreate and edit contacts, companies, deals, tasks, and activities. Use Lumen AI when your plan includes it.
    ViewerFree, does not count toward your plan's seat capacityView CRM records, pipelines, analytics, and dashboards. Cannot create, edit, or delete data.
    Viewer seats are completely free on all paid plans and do not count toward your plan's seat capacity. See Plans, Billing, and Subscriptions for pricing details.

    Inviting teammates

    Workspace admins invite users from Settings → Workspace → Users. Lumenbase sends invitations by email, and the recipient joins the same workspace with the role you assign.

    1

    Open Users

    Settings → Workspace → Users → Invite user.
    2

    Set role

    Choose a role that matches what they need to do (see the table above). You can change roles later.
    3

    They accept

    After sign-up or login, they land in your workspace with permissions from that role.

    Roles and permissions

    Permissions control access to settings areas (billing, user management, field configuration, integrations) and data operations (imports, automations, exports). Owners have full access; custom roles can be narrowed per module.

    • billing.view: see plans and invoices
    • user_management.view / .invite / .remove / .assign_roles: manage members and their roles
    • workspace.settings.view / .manage: pipelines, fields, options
    • Data Hub and automations: often restricted to admins or ops roles
    If someone cannot see a menu item, check their role under Users before assuming a bug.

    Workspace vs personal settings

    Settings → Personal (profile, personal integrations like your Gmail) applies to you. Settings → Workspace applies to the whole workspace: theme, fields, billing, and team. See Workspace settings for the full map.

    Removing access

    Deactivate or remove a user

    1. Open Settings → Workspace → Users and select the user.
    2. Remove or deactivate the user, and they lose access immediately.
    3. Lower your billed seat count on the Billing tab if you no longer need that seat.
    Invite user: Settings → Workspace → Users
    Change role: Users → user row → Role
    Billing seats: Settings → Workspace → Billing → Plans

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