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Roles & permissions
A workspace has four roles. They control everything from publishing a product to changing the plan. This page is the canonical lookup — every Team and Workspace guide links back here.
Most people should be an Editor
Editors can build the store, ship products, manage customers, and pull income reports. They just can't change plan, change workspace settings, or manage the team. If in doubt, invite people as Editors and promote later.
The four roles
| Role | One-liner |
|---|---|
| Owner | The person who created the workspace and pays for the plan. Exactly one per workspace. Ownership is set at workspace creation and is not part of the assignable roles — it cannot be granted through an invite. |
| Admin | Full operational access. Manages settings, custom domain, team, and customers. Can't touch billing. |
| Editor | Builds the store and products. Can do everything content-related and pull income reports, but can't change settings or manage the team. |
| Viewer | Read-only access to the store page. Gets redirected away from the dashboard. Useful for stakeholders who want to see what's live, not edit it. |
Ownership is set when the workspace is created and can't be granted through an invite. Admin, Editor, and Viewer are the three roles you can assign.
Capability matrix
A ✓ means the role can do the action. A ✗ means it's blocked.
Workspace
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View workspace | ✓ | ✓ | ✓ | ✓ |
| Switch into workspace | ✓ | ✓ | ✓ | ✓ |
| Update workspace name and settings | ✓ | ✓ | ✗ | ✗ |
| Manage workspace integrations (e.g. Google Calendar) | ✓ | ✓ | ✗ | ✗ |
| Leave workspace (self) | ✗ | ✓ | ✓ | ✓ |
Store & pages
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View the store | ✓ | ✓ | ✓ | ✓ |
| Edit store appearance and product pages | ✓ | ✓ | ✓ | ✗ |
| Upload store avatar | ✓ | ✓ | ✓ | ✗ |
| Manage store settings (slug, publish) | ✓ | ✓ | ✗ | ✗ |
| Configure custom domain | ✓ | ✓ | ✗ | ✗ |
| View store analytics | ✓ | ✓ | ✗ | ✗ |
| Manage checkout flow / offers | ✓ | ✓ | ✗ | ✗ |
Products
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Create products | ✓ | ✓ | ✓ | ✗ |
| Update products | ✓ | ✓ | ✓ | ✗ |
| Reorder products | ✓ | ✓ | ✓ | ✗ |
| Upload product thumbnails | ✓ | ✓ | ✓ | ✗ |
| Delete products | ✓ | ✓ | ✗ | ✗ |
| Edit courses, lessons, appointments | ✓ | ✓ | ✓ | ✗ |
| Update membership bundled products | ✓ | ✓ | ✗ | ✗ |
| Manage digital downloads | ✓ | ✓ | ✓ | ✗ |
| Upload video media | ✓ | ✓ | ✓ | ✗ |
| Create or update events | ✓ | ✓ | ✓ | ✗ |
| Delete events | ✓ | ✓ | ✗ | ✗ |
Customers
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View customers | ✓ | ✓ | ✓ | ✗ |
| Create / update a customer | ✓ | ✓ | ✓ | ✗ |
| Set or reset customer password | ✓ | ✓ | ✗ | ✗ |
| Delete a customer | ✓ | ✓ | ✗ | ✗ |
| Bulk-delete customers | ✓ | ✓ | ✗ | ✗ |
| Suspend / resume an enrolment | ✓ | ✓ | ✗ | ✗ |
| Reset a customer's course progress | ✓ | ✓ | ✗ | ✗ |
| Resend course access credentials | ✓ | ✓ | ✗ | ✗ |
| Cancel or reschedule a customer's booking | ✓ | ✓ | ✓ | ✗ |
Payments & income
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| View income report | ✓ | ✓ | ✓ | ✗ |
| Create customer subscriptions | ✓ | ✓ | ✓ | ✗ |
| Update / pause / resume subscriptions | ✓ | ✓ | ✓ | ✗ |
| Cancel subscriptions | ✓ | ✓ | ✗ | ✗ |
| View subscription analytics | ✓ | ✓ | ✗ | ✗ |
| Refund a payment | ✓ | ✓ | ✗ | ✗ |
Communities
Community-level moderation is separate (see below).
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Create a community | ✓ | ✓ | ✓ | ✗ |
| Update community settings | ✓ | ✓ | ✓ | ✗ |
| Delete a community | ✓ | ✓ | ✗ | ✗ |
| Manage categories / resources / courses | ✓ | ✓ | ✓ | ✗ |
| Invite community members | ✓ | ✓ | ✗ | ✗ |
| Remove a community member | ✓ | ✓ | ✗ | ✗ |
Team management
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Invite Editors and Viewers | ✓ | ✓ | ✗ | ✗ |
| Invite Admins | ✓ | ✗ | ✗ | ✗ |
| Change another member's role | ✓ | ✓ (Editor/Viewer only) | ✗ | ✗ |
| Change another Admin's role | ✓ | ✗ | ✗ | ✗ |
| Remove an Editor or Viewer | ✓ | ✓ | ✗ | ✗ |
| Remove another Admin | ✓ | ✗ | ✗ | ✗ |
| Resend / cancel pending invitations | ✓ | ✓ (Editor/Viewer only) | ✗ | ✗ |
Billing & plan
| Capability | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| Choose or change the workspace plan | ✓ | ✗ | ✗ | ✗ |
| View invoices and update payment method | ✓ | ✗ | ✗ | ✗ |
| Cancel the subscription | ✓ | ✗ | ✗ | ✗ |
Plan-tier seat limits live in /for-creators/reference/plans.
Owner-only operations
Only the Owner can do these
These actions are gated to the workspace owner. There is no way to delegate them — not even to an Admin.
- Choose, change, or cancel the workspace plan. Billing in the platform is owner-keyed.
- Update payment method and view billing history.
- Restore custom domain access after a plan lapse. Configuring a custom domain takes Owner or Admin. If the plan lapses, the custom-domain page is locked until the Owner reactivates the plan — Admins can't unlock it themselves.
- Remove or demote another Admin. Admins can't act on each other.
- Transfer ownership is not currently supported. Ownership is set at workspace creation and there is no in-app transfer flow. If you need to hand a workspace to a new owner, contact support.
We recommend that Owner accounts use a shared business email under your control, so the workspace isn't tied to a single individual's address.
Edge cases & quirks
Viewer is auto-redirected away from the dashboard
A Viewer who navigates to the Dashboard is redirected to the Store page instead — they don't see income, customers, or product management. If a new team member tells you "I can't find the Dashboard," double-check they were invited as Editor, not Viewer.
Workspace admins inside a community are protected
Workspace Owners and Admins are auto-joined to every community as a community admin. Those memberships can't be demoted or removed from inside the community UI — the only way to take an Admin out of a community is to change their workspace role first.
Pending vs accepted invitations. A team invitation is in "pending" status until the invitee clicks the link and accepts. While pending, they don't have a role yet, but the invitation does count against your plan's team-member ceiling. Invitations expire after 7 days — you can resend or cancel them at any time, and you can always re-invite the same email later without manual cleanup.
Invitation flow
The role-of-inviter rules:
| Inviter | Can invite Admin? | Can invite Editor? | Can invite Viewer? |
|---|---|---|---|
| Owner | ✓ | ✓ | ✓ |
| Admin | ✗ | ✓ | ✓ |
| Editor / Viewer | ✗ | ✗ | ✗ |
You can't invite the workspace Owner's email, and you can't invite yourself. If an invitation for the same email already exists and hasn't expired, the request is rejected — cancel the existing one first.
A new team member who accepts an invitation while logged out is taken through signup, then attached to the workspace at the role specified in the invitation. If they already have a Klixey account, the invite-email and the account-email must match exactly.
Workflow guides: /for-creators/team/inviting-members and /for-creators/account/workspace-settings.
When the Owner's plan lapses
If the workspace Owner's subscription ends — whether they cancelled, the card failed, or the trial expired — the workspace is suspended for everyone except the Owner.
What this looks like:
- The Owner is redirected to the billing page with "Your subscription has ended. Choose a plan to continue."
- Admins, Editors, and Viewers see a "This workspace is currently inactive" screen. They can't edit anything until the Owner reactivates the plan. They can switch to another workspace if they have one, or leave this one entirely.
Suspension takes effect the next time someone in the workspace opens a page.
Leaving a workspace
Non-owners can leave at any time. Use the workspace menu → Leave workspace. You'll need a new invitation to rejoin.
Owners cannot leave their own workspace. Ownership is non-transferable in the current build, and there is no in-app workspace-delete flow. To step away from a workspace you own, contact support — we'll help you transfer ownership or fully remove the workspace.
If you're the last Admin in a workspace and you leave, the Owner still has full control. Workspaces can never be left without an Owner, by construction — there is always exactly one.
Community roles are different
Don't confuse workspace roles with community roles. Inside a community, members have one of:
- Member — can read and post, subject to community settings.
- Moderator — can delete posts, remove members.
- Admin — full control over the community.
These are per-community, not workspace-wide — somebody can be a Moderator in one community and a regular Member in another. Workspace Owners and Admins additionally get an automatic, protected community-admin membership in every community in the workspace (see the quirk above).
Detailed reference: /for-creators/reference/community-roles (coming soon).