The three roles
Every person in a workspace has one role. The role decides what they can change.
| Role | What it may do |
|---|---|
| Owner | Everything an admin can do, and three things only the owner can: delete the workspace, hand it over, and manage other admins. |
| Admin | Invites and removes people, changes roles, edits workspace settings. |
| Member | Works in the workspace. Cannot change who is in it or how it is set up. |
The descriptions are the ones Justwon shows next to each role.
Invite people and change roles
Open Settings, then the Members tab. Type an email address in Invite someone to this workspace to send an invitation. A role can be changed in the Role column. Only the owner can change another admin's role.
Who may connect a tool
A connection is either Team-wide or Personal. The Integrations page shows which.
| Connection | Who may connect it | Who may disconnect it |
|---|---|---|
| Team-wide: HubSpot, Slack, Microsoft Teams, Zendesk, Intercom, your database and most other systems | An owner or an admin | An owner or an admin |
| Personal: a mailbox, a calendar or a call recorder, such as Outlook mail and Outlook Calendar | Any member, for their own account | The member who connected it, or an owner or an admin |
A team-wide connection belongs to the workspace. When the person who connected it leaves, an admin takes it over. A personal connection belongs to one person and stops when that person leaves the workspace.
A member who opens a team-wide tool on the Integrations page sees Ask an admin instead of Connect.
Who sets how far the agent may go
The autonomy level of the workspace is on the Agents tab of Settings. A new workspace starts at Assess. Justwon switches on the higher levels with you, so the controls for them are off for owners and admins. The analysis level, which sets how deeply Justwon works out things about the people at your customers, can be changed by owners and admins. See what the agent does.