Settings & Administration
Members & Roles

Members & Roles

Manage team access and permissions for your workspace under the Team Members page (/settings/members).

Workspace Roles

Gordon CRM uses a three-tier role system to control access:

  • Owner: Full workspace authority. Can manage billing, configure integrations, invite team members, adjust user roles, and delete the workspace. Each workspace has exactly one Owner.
  • Admin: Full database access. Can manage operational settings (email settings, integrations, templates), invite new members, remove standard members, and view all contacts. Cannot modify user roles or remove other admins or the owner.
  • Member: Standard operational access. Can view and manage contacts, deals, tasks, events, and campaigns. Cannot modify settings, integrations, or manage team membership.

Inviting New Members

Owners and Admins can invite new team members to the workspace:

  1. Click Invite Member.
  2. Enter the invitee's Email Address.
  3. Select their workspace Role (Admin or Member).
  4. Click Send Invitation.

Accepting Invitations

The invitee will receive an email containing an acceptance link.

  • If they already have a Gordon CRM account, they will be added to your workspace immediately.
  • If they are new to the platform, they will be prompted to register an account first.

Cancelling Pending Invites

Under the Pending Invitations section, you can click Cancel on any active invite to revoke the link and invalidate the token.

Changing Roles & Removing Members

Only the workspace Owner can modify roles or remove any workspace user. Workspace Admins can also remove standard members (those with the Member role), but are restricted from modifying user roles, removing owners, or removing other admins.

  • Role Adjustments: Click the action menu (⋮) next to a member's name to change their role (e.g., promote a Member to Admin, or demote an Admin to Member). You cannot change your own role.
  • Removing Members: Select Remove from the action menu to instantly revoke the user's access to the workspace. Admin-removal requests are protected by database guards to ensure they cannot delete admins or owners.
  • Super-Admin Assignment: Platform super-admins bypass standard user invitation rules and can assign any platform user directly to any workspace at any time.

Transferring Ownership

If you need to transfer the primary workspace Owner role to another user:

  1. Click the action menu (⋮) next to the member you wish to promote.
  2. Select Transfer Ownership (Crown icon).
  3. Confirm the transfer in the warning window.

Important: This is an atomic transfer. The system will promote the target user to Owner and simultaneously demote you to Admin. Since each workspace is restricted to a single owner, you will lose owner-level deletion privileges upon confirmation.

Workspace Administration Settings

For platform super-admins, workspace management has been unified inside a drill-down Workspace Settings view under System Administration → Workspaces:

  • Workspace Metadata: Displays workspace details, allowing admins to view and copy workspace IDs to the clipboard in one click.
  • Resource Limits & Module Gating: Admins can override custom course video storage quotas and enable/disable optional feature modules (Companies, Deals, Appointments, Courses) on a per-workspace basis.
  • Member Management: Displays a list of all workspace members. Admins can perform role actions (promote/demote) and remove users inline.
  • Inline User Assignment: Admins can search the global user base and assign new users to the workspace using a dropdown menu designed to prevent layout overflows.

Related

Workspace BrandingDevelopers / API