Team roles and permissions
SocialScalr ships three team roles by design - Owner, Admin, Member. Available on the Agency plan ($149/month for up to 10 seats). Each role has a specific permission set tuned for outbound team workflows.
The three roles
- Owner - the original account creator. Full control including billing, account deletion, plan changes. One per workspace.
- Admin - everything except billing and account deletion. Can manage team members, see all leads/campaigns/posts, manage workspace settings. Up to plan's seat count.
- Member - sees only their own assigned leads, campaigns, and posts. Cannot see other members' work, billing, or team management. Up to plan's seat count.
Permission matrix
| Capability | Owner | Admin | Member |
|---|---|---|---|
| Create / edit own campaigns | ✓ | ✓ | ✓ |
| View other members' campaigns | ✓ | ✓ | — |
| Edit other members' campaigns | ✓ | ✓ | — |
| View own pipeline | ✓ | ✓ | ✓ |
| View team-wide pipeline | ✓ | ✓ | — |
| Reassign leads | ✓ | ✓ | — |
| Manage own API tokens | ✓ | ✓ | ✓ |
| Manage webhook endpoints | ✓ | ✓ | — |
| Invite + remove team members | ✓ | ✓ | — |
| Change member roles | ✓ | ✓ | — |
| View account audit log | ✓ | ✓ | — |
| Configure Watchtower watch list | ✓ | ✓ | ✓ |
| View billing / payment methods | ✓ | — | — |
| Change subscription plan | ✓ | — | — |
| Cancel subscription | ✓ | — | — |
| Delete workspace | ✓ | — | — |
| Transfer ownership | ✓ | — | — |
How to invite team members
- Settings → Team → Invite member.
- Enter email and pick role (Admin or Member).
- Invitee receives an email with a magic-link to accept (link valid 7 days).
- After accept, they show up in Team list and can start using the workspace.
Reassigning leads
Admins can reassign any lead. Members can only reassign their own leads (to another member or admin).
- Open the lead detail panel.
- Click the Owner dropdown at the top.
- Pick the new owner. Confirm.
- Activity log entry created. New owner sees the lead immediately in their view.
Bulk reassignment: in Contacts tab, multi-select leads → bulk action → Reassign to → pick owner.
Notes and visibility
- Standard notes: visible to the lead's owner + all Admins.
- Private notes: visible only to the author. Toggle "Make private" when creating.
- Activity timeline: all events on the lead are visible to anyone who can see the lead.
Audit log
Settings → Audit log. Records:
- Member invites + accepts + removals.
- Role changes.
- Ownership transfers.
- API token creations + rotations.
- Subscription changes.
- Payment method changes.
- Bulk lead actions (reassignments, deletes).
- Webhook endpoint additions + deletions.
- 2FA enable/disable.
Audit log is read-only and retained for the life of the workspace.
Recommended setups by team shape
2-person team (founders / co-founders)
Both Owners is not possible. Make one Owner, one Admin. Functionally identical except for billing access.
5-person sales team
1 Owner (sales leader), 1 Admin (sales ops or VP), 3 Members (AEs or SDRs). Members see only their own pipelines; Admin sees the whole team.
10-person agency
1 Owner (agency owner), 2 Admins (account managers), 7 Members (operators). Each operator-member only sees the client account they manage. Account managers see everything across clients.
Recruiting agency with 8 recruiters
1 Owner, 1 Admin (managing partner), 6 Members. Each recruiter-member sees only their assigned candidate/client leads. Admin reviews team pipeline weekly for stuck deals.
Removing a team member
- Settings → Team → click member → Remove.
- Choose what happens to their leads: Transfer to another member (recommended) or leave unassigned.
- Confirm. Member loses access immediately. Their API tokens are revoked.
- Seat freed up on your plan for re-use.
Related
- Team accounts setup - getting started with Agency plan.
- Security and trust - including 2FA and audit log details.
- Recruiting agency configuration - team-role assignment for multi-account workflow.