Roles and permissions¶
Every person in a Cadensiq workspace has one role. The role decides which screens appear in the menu and which actions are available. Roles keep sensitive work, such as mailbox passwords, safety settings and ownership, with the people responsible for it.
The three workspace roles¶
| Role | Shown in the app as | Who it is for |
|---|---|---|
| Owner | Owner (Full Workspace Access) | The person responsible for the organization. Full control, including settings, team access, plan and sending safeguards. Each workspace has exactly one owner. |
| Manager | Manager (Campaigns & Lead Management) | Runs campaigns, connects and looks after mailboxes, manages leads and invites members. |
| Member | Member (Leads Sheet & Status Operations) | An outreach specialist or SDR. Works with leads, lists and campaigns without workspace administration. |
Screens by role¶
| Menu item | Owner | Manager | Member |
|---|---|---|---|
| Dashboard | Yes | Yes | Yes |
| Leads Sheet, Lead Lists | Yes | Yes | Yes |
| Campaigns, Analysis, Templates | Yes | Yes | Yes (review only) |
| Inbox | Yes | Yes | Yes |
| Mailboxes | Yes | Yes | No |
| Team & Users | Yes | Yes | No |
| Organization, Subscription, Settings (including Sending domains) | Yes | No | No |
Everyone sees the notification bell in the header and the Notifications page, and sets their own notification choices there under Preferences.
What each role can do¶
Owner¶
- Everything a manager can do.
- Edit the organization profile, logo and tagline, the workspace timezone and new campaign defaults in Settings.
- Set the Mailbox safety policy (when sending pauses automatically).
- Resume a mailbox after a safety pause, using the guided recovery review. See Mailbox recovery.
- Manage Sending domains for the whole workspace.
- Invite managers and members, change roles and deactivate accounts.
- Transfer ownership to another active member. The current owner becomes a manager.
- Review the plan, AI credit activity and invoices, and request a plan change from Subscription.
- Read the Workspace activity history of profile, safety, default and ownership changes.
Manager¶
- Connect, edit, test and disconnect mailboxes, and repair a mailbox password.
- Work in the Inbox: reply, assign conversations, add notes and reminders.
- Add, edit and import leads, manage lists and update lead statuses.
- Create, edit, launch, pause, resume and archive campaigns, and create and edit templates.
- Invite members (not managers or owners).
Member¶
- Search and filter the Leads Sheet and change lead statuses.
- Work in the Inbox: read and reply to conversations, assign them, add notes and set reminders.
- Review campaigns, their prepared emails and results, browse templates, and view Analysis.
- Members can't create, edit or launch campaigns or templates, add, edit, delete or import leads, or change lists.
Mailbox passwords
Mailbox passwords are encrypted when saved and are never shown again to anyone, including the owner. Repairing a password means typing it again.
Rules to know¶
- There is always exactly one owner. To hand over the workspace, use Transfer ownership in Settings → Organization; there is no way to remove the owner directly.
- Owners can invite managers and members. Managers can invite members only. Members cannot invite anyone.
- You cannot raise your own role. Ask the owner.
- An inactive account cannot sign in until it is enabled again.
Cadensiq staff and your workspace¶
Cadensiq platform staff are not members of your workspace and do not appear in your team list. They cannot see your leads, campaigns or conversations by default. If your organization needs help, a support session can be opened for a limited time (read-only by default, ending automatically after 60 minutes), and every session is recorded. Support access never reveals passwords or other secrets.
Common questions¶
| Question | Answer |
|---|---|
| I can't see Mailboxes | Your role is Member. Ask a manager or the owner to handle mailbox work, or ask the owner to change your role. |
| I can't see New Campaign | Members review campaigns but don't create or launch them. Ask a manager or the owner. |
| I can't see Settings | Only the owner can open Settings. |
| I can't choose Manager when inviting | Managers can only invite members. Ask the owner. |
| "Only the organization owner can resume a mailbox after a safety pause." | Ask the owner to complete the recovery review. |
