---
title: "Roles and permissions: Owner, Administrator, Sales Manager, Sales Representative"
description: "What each of the four K3X roles can do, who sees Billing and Team, and how to change a member's role."
url: https://help.k3x.ai/en/articles/122-roles-and-permissions-owner-administrator-sales-manager-sales-representative
collection: "Account, Team and Security"
updated: 2026-10-04
language: en
---

# 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 `hey@k3x.ai` 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