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Understand Team Roles and Permissions

Last updated on Apr 06, 2026

Understand Team Roles and Permissions

Every person in your TexAu workspace has a role that determines what they can do. TexAu uses five role levels to give team members the right amount of access.

Before you begin

You need the Owner or Admin role to change team member roles. Go to Settings > Members to view and manage roles.

The five TexAu roles

Owner

The Owner has complete control over the workspace, including billing and the ability to delete the workspace.

Owner can:

  • View and manage all tables, templates, and data
  • Run enrichments and access all results
  • Create and delete templates
  • Invite, remove, and manage all team members
  • Change any team member's role
  • Transfer workspace ownership to another team member
  • Manage all integrations and data connections
  • Access and modify all workspace settings
  • Control billing and manage plans
  • Delete the workspace

When to assign Owner: One person per workspace, typically the person who created it or the team lead responsible for the workspace.

Admin

Admins handle day-to-day operations such as team coordination and workflow setup. They do not have access to billing or ownership transfer.

Admin can:

  • View and manage all tables, templates, and data
  • Run enrichments and access all results
  • Create, edit, and delete templates
  • Invite team members and assign roles (Member, Editor, Viewer)
  • Remove Members, Editors, and Viewers from the workspace
  • Configure and manage all integrations
  • Modify workspace settings (except billing)

Admin cannot:

  • Manage other Admins or the Owner
  • Access or modify billing information
  • Transfer workspace ownership
  • Delete the workspace

When to assign Admin: Team leads, project managers, or senior analysts who manage templates, integrations, and coordinate the team.

Member

Members can work with data and run enrichments. They have broader access than Editors but cannot manage team settings.

Member can:

  • View and manage all tables and data
  • Run enrichments and access all results
  • Create and edit templates
  • Use integrations configured by Admins or Owners
  • Download and export data

Member cannot:

  • Invite or remove team members
  • Change anyone's role
  • Modify workspace settings
  • Configure integrations
  • Delete the workspace

When to assign Member: Active team members who need full access to data and templates but do not need to manage the workspace or team.

Editor

Editors work with data daily. They can create and manage their own tables and run enrichments, but they cannot manage the team or workspace settings.

Editor can:

  • Create and edit tables
  • Run enrichments using existing templates
  • Create and modify their own templates
  • Download and export data
  • View all tables and enrichment results

Editor cannot:

  • Invite or remove team members
  • Change anyone's role
  • Modify workspace settings
  • Configure integrations
  • Delete tables or templates created by others

When to assign Editor: Data analysts and project team members who need to import data and run enrichments daily.

Viewer

Viewers have read-only access. They can see results and download exports but cannot make changes.

Viewer can:

  • View all tables and enrichment results
  • Download and export data
  • View templates (but not modify them)

Viewer cannot:

  • Create or edit tables
  • Run enrichments
  • Modify or delete templates
  • Invite or manage team members
  • Access workspace settings

When to assign Viewer: Executives, clients, or team members from other departments who need to see results without making changes.

Quick permissions reference

Action Owner Admin Member Editor Viewer
Data Operations
View tables Yes Yes Yes Yes Yes
Create/edit tables Yes Yes Yes Yes No
Delete tables Yes Yes Yes Own only No
Run enrichments Yes Yes Yes Yes No
Download/export data Yes Yes Yes Yes Yes
Template Management
Create templates Yes Yes Yes Yes No
Edit templates Yes Yes Yes Own only No
Delete templates Yes Yes Yes Own only No
View templates Yes Yes Yes Yes Yes
Team and Workspace
Invite members Yes Yes No No No
Remove members Yes Yes No No No
Change roles Yes Yes No No No
Transfer ownership Yes No No No No
Settings and Admin
View workspace settings Yes Yes No No No
Modify settings Yes Yes No No No
Manage integrations Yes Yes No No No
Manage billing Yes Yes No No No
Delete workspace Yes No No No No

Change a team member's role

  1. Go to Settings > Members.
  2. Find the team member in the list.
  3. Click their current role.
  4. Select the new role from the dropdown.
  5. Confirm the change.

The change takes effect immediately. The team member does not need to log out and back in.

Best practices for assigning roles

Small teams (2 to 5 people):

  • 1 Owner (team lead)
  • Everyone else as Members or Editors

Medium teams (6 to 15 people):

  • 1 Owner
  • 1 to 2 Admins (senior analysts or project managers)
  • Remaining team as Members, Editors, or Viewers based on needs

Large teams (15+ people):

  • 1 Owner
  • 3 to 5 Admins (team leads for different projects)
  • Members and Editors (active data workers)
  • Viewers (stakeholders, executives, cross-functional collaborators)

Special situations

What if the Owner leaves? The Owner should transfer ownership to another team member before leaving. If the Owner becomes unavailable, contact TexAu support for assistance with ownership transfer.

Can an Admin invite someone as an Owner? No. Admins can assign the Member, Editor, or Viewer role to new invitations. Only the current Owner can promote someone to Owner after they join the workspace.

Troubleshooting

I cannot change a team member's role. Only Owners and Admins can change roles. Check your own role on the Settings > Members page.

A team member cannot see tables after their role was changed. Ask them to refresh the page. Permission changes take effect immediately but may require a page refresh to display.

What is next