How to set team roles and permissions?

Learn how to manage team roles and permissions inside your LeadCarnival workspace.

Written by Alex

Last updated 2 months ago

🔐 Setting Team Roles and Permissions

Roles and permissions help you securely collaborate with teammates and VAs by controlling what they can access and manage inside a workspace.

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👣 Step-by-Step: How to Set Roles and Permissions

1. Click your profile icon in the top-right corner
2. Go to Account Settings
3. Select Workspace Settings
4. Click on Manage Roles and Permissions

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✏️ Edit an Existing Role

• Find the role you want to edit (e.g., Admin, Manager, Inbox Manager)
• Click the three-dot menu (︙) next to it
• Choose Edit Role
• Toggle permissions such as:
  • View/Manage Campaigns
  • Access Inbox
  • Modify LinkedIn Profiles
  • Billing Access
  • Workspace Management
• Click Save

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➕ Create a New Role

1. Click Create New Role
2. Enter a role name (e.g., “Client Viewer” or “Outreach VA”)
3. Enable only the permissions you want that role to have
4. Click Create

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👥 Role Examples

Role	Typical Use Case	Access Level
Admin	Founders, Owners, or Tech Leads	Full access
Manager	Team Leads or Campaign Managers	Campaign & inbox
Member	Outreach reps or Inbox handlers	Inbox only
Viewer	Clients or Reporting Analysts	Read-only access

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✅ Best Practices

• Use custom roles for clients, VAs, or contractors
• Limit billing and profile credentials to Admins only
• Use role-based control to avoid accidental changes

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🧠 Pro Tip

You can assign roles per workspace — perfect for agencies managing multiple clients with different teams.

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🎯 Summary

Fine-tuning roles ensures security, collaboration, and operational clarity inside LeadCarnival. Manage access easily, and scale with confidence.