ElioWorkspaces & roles
Team workspaces, invitations, and what each role can do.
Team workspaces let your whole organization share agents, the Pipeline, documents, tasks, and settings — with role-based access control.
Inviting your team
Workspace admins can invite members by email from the workspace administration page. Invitees get an email link; accepting it adds them to the workspace. Organizations can also enable domain join, letting anyone with a company email address join in one click.
Roles
| Role | What it’s for |
|---|---|
| Owner | Full control, including billing and workspace deletion. Every workspace has one. |
| Admin | Manages members, invitations, integrations, branding, and workspace settings. |
| Member | Day-to-day usage: chat, Pipeline, tasks, documents, meetings. |
| Sales | Same working capabilities as a member, but sees a simplified interface focused on the modules an admin selects (by default, client onboarding). Great for onboarding new sales staff gradually. |
| Viewer | Read-only visibility. |
| Billing | Access to billing information only. |
Configuring what sales users see
Admins can choose exactly which Pipeline modules are visible to sales users from the workspace administration page — for example, start them with just Onboarding, then progressively enable Contacts, Deals, Invoices or Projects as they ramp up. Everyone, whatever their role, sees their own Inbox.
Roles apply per workspace: the same person can be an admin in one workspace and a member in another.