Team members and roles

Every person in a ProspectingView workspace has one or more roles: Admin, Manager, Broker, Agent, Assistant or Member. Admins manage who is in the workspace; Admins and Managers run the workspace’s settings, phone numbers and automations; everyone else works their own records and calls. Manage your team in Settings › Team.

Before you start

Only Admins can invite people, make someone an Admin or remove a teammate.
The person who created the workspace is an Admin.

The roles in brief

Role	Typical person	In short
Admin	The owner or office manager	Everything, including who is in the workspace and the brand kit.
Manager	A team lead	Runs workspace settings, phone numbers, automations and everyone’s records.
Broker	A producing broker	Calls and works records, and sees the team dashboard.
Agent	An agent or caller	Calls and works records. The default role for new invites.
Assistant	An assistant who calls for a broker	Calls and works records. Does not handle unassigned incoming calls.
Member	Someone who needs access without calling	Works records, but has no phone or dialer.

A person can hold more than one role, for example Broker and Manager. They can then do everything either role allows.

What each role can do

“Own” means only the records assigned to that person.

What	Admin	Manager	Broker	Agent	Assistant	Member
Invite teammates, resend or revoke invites	Yes	No	No	No	No	No
Remove a teammate from the workspace	Yes	No	No	No	No	No
Make someone an Admin	Yes	No	No	No	No	No
Assign a contact, property, deal or company to someone else	Yes	Yes	No	No	No	No
Assign a record to yourself, or take an unassigned one	Yes	Yes	Yes	Yes	Yes	Yes
Assign a task to anyone	Yes	Yes	Yes	Yes	Yes	Yes
Delete records in bulk	Yes	Yes	Own	Own	Own	Own
Add, rename, reorder or retire options in status and stage lists (Lead Status, Deal Stage, Pipeline and similar)	Yes	Yes	No	No	No	No
Edit other dropdown lists (contact role, rating, lead source and similar)	Yes	Yes	Yes	Yes	Yes	Yes
Create, edit or delete task templates	Yes	Yes	No	No	No	No
Edit call outcomes	Yes	Yes	No	No	No	No
Buy, move, pause or reassign phone numbers	Yes	Yes	No	No	No	No
Change the workspace’s dialer defaults	Yes	No	No	No	No	No
Place calls and run dialing sessions	Yes	Yes	Yes	Yes	Yes	No
Answer incoming calls to a number nobody is assigned to	Yes	Yes	Yes	Yes	No	No
Listen to your own call recordings and transcripts	Yes	Yes	Yes	Yes	Yes	No
Listen to other people’s call recordings and transcripts	Yes	Yes	No	No	No	No
Share an email or document template with the whole workspace	Yes	Yes	No	No	No	No
Use your own email and document templates	Yes	Yes	Yes	Yes	Yes	Yes
Create, publish, pause or archive workflows	Yes	Yes	No	No	No	No
Run a workflow on a whole list	Yes	Yes	No	No	No	No
Run a workflow on up to 200 selected records	Yes	Yes	Yes	Yes	Yes	Yes
See the dashboard leaderboard and every team’s stats	Yes	Yes	Yes	No	No	No
See your own stats	Yes	Yes	Yes	Yes	Yes	Yes
Change ProspectingAlpha tuning	Yes	Yes	No	No	No	No
Edit the brand kit used on generated documents	Yes	No	No	No	No	No
See another member’s private documents	Yes	Yes	No	No	No	No
Import spreadsheets, export to CSV, connect your own mailbox	Yes	Yes	Yes	Yes	Yes	Yes

Everyone can see the workspace’s plan, the ProspectingAlpha tuning and the brand kit, and can request deletion of their own account.

Invite a teammate

Press Invite member in Settings › Team, enter their Email, choose a Role and press Send invite. See Invite your team.

Make someone an Admin

Open Settings › Team.
On their row under Members, press Make administrator.
Confirm. They’ll be able to invite people, change workspace settings, and manage everyone’s access.

Remove a teammate

Open Settings › Team.
On their row under Members, press Remove from workspace.
Read the confirmation. It says they lose access immediately, and lists what is still assigned to them, for example “3 contacts, 1 property, 0 deals and 2 tasks”.
Press Remove from workspace.

They lose access at once. Their records stay assigned to them until you reassign them, so reassign their contacts, properties, deals and tasks from each grid. Their seat is freed for someone else.

You can’t remove yourself, and you can’t remove the only Admin: make someone else an Admin first.

Troubleshooting

I don’t see Invite member or Remove from workspace

Only Admins see them. Ask an Admin of your workspace.

“This is the only administrator of the workspace”

A workspace always needs an Admin. Press Make administrator on another member first, then remove the person.

Can a Manager change someone’s role?

No. Only Admins manage access. Managers run settings, numbers and automations.