In Cornerspot, every teammate has a role that controls what they can see and do across your team. Understanding the three roles — and the special owner — helps admins give everyone exactly the access they need. This guide explains each role and the guardrails that keep your team healthy.
The three team roles
Each teammate is assigned one role. You can see and change a teammate's role from the Team Members page (at /dashboard/settings/team-members).
- Rep — Read-only access to people and pipelines. Reps can view your contacts and deals but can't edit them.
- Manager — Can edit deals, contacts, and reports. Managers do the day-to-day work without reaching the team or billing settings.
- Admin — Full access including team and billing settings. Admins can invite teammates, change roles, and manage the whole workspace.
The team owner
One person is the owner — the teammate who holds ultimate control of the team. The owner is always an admin, and is marked with a crown in the Team Members list.
The owner role can't simply be reassigned like other roles. To hand the team to someone else, the current owner uses Transfer ownership — which makes the chosen admin the new owner and turns the previous owner into a regular admin.
What each role can reach
Roles also decide which parts of Account Settings a teammate can open:
- Admin only: API Keys, Custom Fields, the Activity Log, and Trash. Only admins can invite teammates or manage billing.
- Manager or admin: Team Members and Bulk Import.
- Everyone: Pipelines, Taxes & Discounts, and the status settings.
Tiles a teammate isn't allowed to use simply don't appear in their settings, so people only ever see what their role permits.
Guardrails that keep your team safe
Opening a teammate's detail panel shows their role — and the rules that protect your team. For example, the owner's role is locked, with a hint explaining you must transfer ownership first.
- At least one admin: A team must always have at least one active admin, so the last admin can't be demoted, suspended, or removed.
- The owner is protected: The owner's role can't be changed without first transferring ownership, and the owner can't be suspended or revoked.
- You can't change your own role: This prevents accidentally locking yourself out of the access you need.
Tips for assigning roles
- Give people the least access they need — you can always promote them later.
- Reserve Admin for people who manage the team and billing.
- Keep more than one admin so you're never relying on a single person to manage access.