We rolled out a full role system for Salesy organizations and teams.
Organization roles
- Owner — one per organization. Manages billing, can transfer ownership, and has full access.
- Admin — manages members, teams, and settings. Cannot transfer ownership.
- Member — uses the product day to day. Can create and edit their own work.
- Viewer — read-only access to dashboards and shared content.
Team roles
Inside a team you're either a Manager (can invite, configure, and remove team members) or a Member.
What changed
- Every API route is now gated by the caller's permissions.
- The members and teams pages show each person's role and surface a "Learn about roles" link to the docs.
- Owners can transfer ownership to any active admin or member from the org members table.
Read the full role matrix in Security → Roles and permissions.