Understanding roles and permissions

Every member of your workspace has a role that determines what they can see and do. OnboardingHub uses four roles, each with progressively more permissions.

Roles at a glance

Viewer

Viewers have read-only access. They can browse guides, see enrollments, and view analytics, but they can't create or modify anything. This role is useful for stakeholders who need visibility without the ability to make changes.

Editor

Editors can create and edit guides, manage enrollments, and upload media. They're your day-to-day content creators — the people building and managing guides. Editors can enroll existing contacts in guides but cannot create, edit, or delete contacts. They also cannot manage team members or billing.

Admin

Admins have the same permissions as the Owner, except they can't access billing, delete the workspace, or transfer ownership. They can manage the team (invite/remove members, change roles), manage contacts and organisations, and import data. This is the right role for team leads or managers.

Owner

The Owner has full control over the workspace, including billing, plan management, and the ability to delete the workspace or transfer ownership to another member. Every workspace must have exactly one Owner.

Changing a member's role

Admins and Owners can change member roles from the team page. Click the member's current role to see the available options.

Transferring ownership is a special action — only the current Owner can transfer ownership to another member, and it makes the current Owner an Admin.

Which role should I assign?

• Viewer — for stakeholders, executives, or anyone who just needs to see progress
• Editor — for team members who create and manage onboarding content
• Admin — for team leads who also need to manage people and data
• Owner — for the person responsible for the workspace and billing

Next steps

Learn about general settings to configure your workspace.