Roles
Phone numbers
Phone numbers are owned by the organization, so managing them is an organization-level permission rather than a workspace one.
The last two are Owner-only for the same reason: renting and releasing spend real money
on Vocily’s provider account - and releasing cannot be undone - while a compliance
application is a legal statement made in your business’s name with its certificates
attached. Allocating a number that already exists changes nothing about money or legal
identity, so it stays with Admins.
Workspace access
Owners and Admins are organization-wide. They can access every workspace in the organization. Members and Viewers are workspace-scoped. When inviting or editing them, choose which workspaces they can access. The workspace switcher only shows workspaces available to the current user.Invite teammates
From Settings → Members, you can invite teammates by email. When sending an invite:- Choose a role: Admin, Member, or Viewer.
- For Members and Viewers, choose at least one workspace.
- Invites expire after seven days.
Change roles
Changing a role can change both permissions and workspace scope.- Promoting a Member or Viewer to Admin makes them organization-wide.
- Demoting an Admin to Member or Viewer makes them workspace-scoped.
- Changing a Viewer to a build-capable role uses a member seat.
- Changing a Member or Admin to Viewer frees a member seat.
- Only an existing Owner can grant the Owner role. The organization must always retain at least one Owner.
Plan limits
Member seats count Owners, Admins, and Members. Viewers are free and do not count against the member limit.
If you reach a plan limit, remove members or workspaces, change someone to Viewer, or
choose a higher plan from Billing.
What’s next
- Review account structure in Account and workspace.
- Manage your plan in Billing.