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Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative

What each of the four K3X roles can do, who sees Billing and Team, and how to change a member's role.

Access in K3X is controlled by four roles. You see them in Settings → Roles & Permissions, and you assign them when you invite someone or from Settings → Team.

The four roles

  • Owner: full access to all organization resources. One per workspace, created when the workspace is created. Locked: nobody else can demote or remove the Owner.

  • Administrator: manage all organization resources. Same day-to-day reach as the Owner, including Team, Billing and workspace settings.

  • Sales Manager: full CRM access, team management, pipeline and deal control. Sees every company, person and deal in the workspace.

  • Sales Representative: work with assigned leads, deals and communications. Sees and acts on the companies and deals assigned to them.

Who sees what

  • Settings → Billing (plan, credits, auto-recharge, invoices): Owner and Administrator.

  • Settings → Team (members, roles, pending invitations): Owner and Administrator.

  • Settings → Authorized Apps: every member sees their own Claude and ChatGPT connections. Owners and Administrators also see Other members' connections and can revoke them.

  • Credit breakdown in the avatar panel: Owners and Administrators see the whole workspace's usage.

  • Company, Custom Fields, AI Behavior, Phone & Voicemail: Owner and Administrator.

Assigned records

The scope rule surprises people most. A Sales Representative sees their slice of Companies, People and Pipelines, not the whole team's. If a rep reports "companies are missing", check two things first:

  1. Their role in Settings → Team.

  2. The Owner field on the records they expect to see. Use Assign in the Action Bar to reassign in bulk.

Change a member's role

  1. Go to Settings → Team (Owner or Administrator).

  2. Find the member and change their role.

  3. Ask them to refresh. Their tabs and settings update to match.

Transfer ownership

Ownership cannot be transferred inside the app today. Email [email protected] from the current Owner's address.

Your own role

See it in Settings → Membership, along with your job title, or under each workspace in the Switch workspace list in your avatar panel.

Related

  • Team and workspaces: invite, change roles, remove, switch

  • Invite your team

  • Security, privacy and data handling

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