Overview
Prospi uses a role-based permissions system to control what each team member can do within a workspace. Understanding these roles helps you set up your team securely and ensure everyone has the right level of access.
Available Roles
Every workspace in Prospi has three roles:
Admin
Full control over the workspace. Admins can manage everything - from campaigns and leads to team members, billing, and integrations.
Member
Day-to-day operational access. Members can work with campaigns and leads but cannot change workspace settings, billing, or team permissions.
Viewer
Read-only access. Viewers can see campaign performance and analytics but cannot modify anything. Ideal for clients or stakeholders who need visibility without edit access.
Permissions Comparison
Capability | Admin | Member | Viewer |
View campaigns & analytics | Yes | Yes | Yes |
View leads | Yes | Yes | Yes |
Create & edit campaigns | Yes | Yes | No |
Start & pause campaigns | Yes | Yes | No |
Import & manage leads | Yes | Yes | No |
Connect email accounts | Yes | Yes | No |
Invite & remove team members | Yes | No | No |
Change team member roles | Yes | No | No |
Rename workspace | Yes | No | No |
Generate API keys | Yes | No | No |
Configure webhooks | Yes | No | No |
Manage billing & subscription | Yes | No | No |
Inviting Team Members
Only Admins can invite new team members. Here is how:
Navigate to Settings in the left sidebar.
Open the Team or Members tab.
Click "Invite Member".
Enter the person's email address.
Select a role: Admin, Member, or Viewer.
Click Send Invite.
The invitee will receive an email with a link to join the workspace. If they do not already have a Prospi account, they will be prompted to create one.
Changing a Team Member's Role
Admins can change any team member's role at any time:
Go to Settings > Team.
Find the team member in the list.
Click the role dropdown next to their name.
Select the new role and confirm.
The change takes effect immediately. If you downgrade someone from Admin to Member, they will lose access to workspace settings, billing, and team management on their next page load.
Removing Team Members
To remove someone from a workspace:
Go to Settings > Team.
Click Remove (or the trash icon) next to the team member's name.
Confirm the removal.
The removed user will immediately lose access to the workspace. If they have access to other workspaces under the same Prospi account, those remain unaffected.
Best Practices
Principle of least privilege: Give each person the minimum role they need. If someone only needs to view reports, make them a Viewer - not a Member.
Limit Admins: Keep the Admin role to workspace owners and key decision-makers. Fewer Admins means less risk of accidental settings changes.
Audit regularly: Review your team list periodically. Remove users who no longer need access, especially former employees or past clients.
Use Viewer for clients: If you are an agency, invite clients as Viewers so they can track progress without modifying campaigns.