Workspaces, team, and access

A Qonvera subscription belongs to the customer account. Workspaces divide that account into operating units such as locations, brands, or business lines.

Workspaces

• Owners and Admins can create workspaces.
• A user can belong to one or more workspaces and switch between them from the workspace selector.
• Services can be available in one or more workspaces.
• Operational data and dashboard views follow the currently selected workspace and the user’s permitted scope.
• Deleting a workspace is restricted because it can affect linked records. Review the warning and dependencies before confirming.

When a new customer has no workspace, the account-level Owner can create the first workspace. That initial Owner authority is not dependent on an existing workspace membership.

Rename a workspace

In Settings → Workspaces, choose Rename beside the workspace, enter a name between 2 and 120 characters, and select Save name. You must be an active Owner or Admin of that specific workspace; Manager and Agent memberships cannot rename it.

The workspace list and top workspace selector update after saving. Renaming does not switch workspaces or change its subscription, customer-account name, members, channels, CRM records, or identifiers. Changes are recorded in the audit log. If another administrator renamed it while your editor was open, reload before trying again. Nothing is saved automatically, and failed saves keep your entered name.

Roles

Your role in the selected workspace determines which records and settings you can access.

Capability	Owner	Admin	Manager	Agent
Inbox and shared CRM work	Full	Full	Full	Operational
Edit contact, account, and opportunity records	Yes	Yes	Yes	No
Delete accounts, contacts, or conversations; archive opportunities	Yes	Yes	Yes	No
Review, merge, or reverse duplicate contacts	Yes	Yes	No	No
Personal reports	Yes	Yes	Yes	Yes
Team reports	Yes	Yes	Yes	No
Intake and Outbound operations	Manage	Manage	Manage	No access
View Settings and Automation	Yes	Yes	Read only	No access
Change settings, channels, services, pipelines, or templates	Yes	Yes	No	No
Invite or remove teammates	Yes	Yes, with role restrictions	No	No
Billing and subscription	Manage	Manage	No access	No access
Audit logs	View	View	No access	No access
Developer API and webhooks	Manage	Manage	No access	No access
Change automation configuration	Yes	Yes	No	No

What each role is for

• Owner: full product and account administration, including billing, team, integrations, audit logs, and operational work.
• Admin: the same general product permissions as an Owner, except that narrower ownership and member-hierarchy rules still apply to sensitive actions.
• Manager: full contact, account, and opportunity editing, destructive CRM cleanup, team reporting, and intake/outbound operations. Managers can inspect Settings and Automation but cannot change configuration.
• Agent: day-to-day Inbox, follow-up, messaging, and personal-reporting work, with read access to customer and opportunity context. Editing core contact, account, and opportunity records, Settings, administrative operations, and destructive CRM actions are unavailable.

A saved link does not bypass role permissions. If access is denied, confirm you are in the correct workspace and ask an Owner or Admin to review your role.

Invite and remove teammates

1. Go to Settings → Team.
2. Enter the teammate’s email and select a role.
3. Send the invitation. Existing Qonvera users still receive an invitation to join the workspace.
4. The invitation remains pending until accepted.

An Owner can remove any non-Owner membership. An Admin can remove Managers and Agents, but cannot remove an Owner or another Admin. Removing someone from a workspace does not delete their Qonvera sign-in or remove their access to other workspaces.