Access Types
Admin
Along with access to the workspace, admins can manage workspace settings, and their teammates’ access levels. Admins can:
Update members’ access type
Edit workspace settings
Access Role Designer
Access Cards*
Note: only Subscription Owners can manage seats. Learn more here.
Member
Members can access the workspace but not edit workspace settings. Members will be able to:
Access the full workspace (Pipeline, Notes, Tasks, Call Intelligence)
Access Automations they have created*
*Only available on certain paid plans
Manage Member Type
The first user from any organization will automatically be assigned as Admin.
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Find your Member of choice and select the desired Type
Manage Member Role
Designating Roles in Scratchpad will allow you to customize your organization's workspace for each role using Role Designer. Learn more here!
Navigate to the Gear Icon in the bottom-left corner of your Scratchpad homepage
Select Members under Workspace
Find your Member of choice and select the desired Role
Learn how to create and delete Roles here
Curious to learn more? Book time with a Product Specialist today!