What can each team role do?
Team accounts have three roles with different permissions. Understand who can do what before inviting colleagues.
Three roles
Team accounts have three roles: Owner, Admin, and Member. Each role has a specific set of permissions.
Note: Team accounts requires a Professional Plan
Owner
The owner has full control of the team account. Each team has exactly one owner.
Owners can:
- Manage billing and subscription (upgrade, downgrade, cancel)
- Invite new members and assign roles
- Remove members (except themselves)
- Change member roles
- Delete the team account
- Transfer ownership to another member
- Everything admins and members can do
Admin
Admins help manage the team but cannot touch billing or delete the team. A team can have multiple admins.
Admins can:
- Connect and disconnect HubSpot portals
- Invite new members as Members (not as Admins)
- Remove regular members
- Configure tool settings
- Use all tools the team has access to
Admins cannot:
- Manage billing
- Delete the team account
- Change another member role to Admin
- Remove other admins or the owner
Member
Members use the tools but cannot manage team settings.
Members can:
- Use all tools the team has access to
- Create and send SMS campaigns
- Create property packs and content plans
- View team activity and reports
Members cannot:
- Invite or remove team members
- Connect or disconnect portals
- Change team settings
- Manage billing
Who can do what
Here is a quick reference:
- Manage billing: Owner only
- Invite members: Owner, Admin
- Connect portals: Owner, Admin
- Send SMS: Owner, Admin, Member
- Create packs: Owner, Admin, Member
- Delete team: Owner only
Changing roles
Only the owner can promote a member to admin. Go to Account and Billing > Team Members, find the person, and change their role.
I need to change ownership. What do I do?
Changing the owner of a team is not possible through the app today. If you need to transfer ownership to someone else, contact support, and we will handle it for you.