What you need to know about user roles and permissions

Want to know what different member roles have access to within your team's OpenPhone workspace? In this guide, find out what user roles are and how they differ between specific phone numbers and the overall workspace.

Workspace roles 

Here's what you need to know about each user role in your team's workspace:

  • An owner can manage any number's settings in your workspace. Owners can also add and remove members, and anything else that's possible in OpenPhone.
  • An admin can do anything an owner can except add or remove owners.
  • A member (user) can manage contacts and their personal settings. Members can also call and text from any number an owner or admin provides access to.

Here's a quick breakdown of what each user role can do:

  Owner Admin Member
Send texts, take calls, message teammates, and any other communication
Manage contacts
Bulk add contacts through Google Contacts or a .CSV file
Invite team members
Remove team members and update their roles   
Manage billing  
Update a phone number's settings  
Add a new phone number  
Create workspace groups  
Add Slack, Zapier, and other integrations  
Integrate with Salesforce or HubSpot*  
Submit/update/cancel port in requests  
Add and remove other owners    

*Requires an OpenPhone Business plan

Phone number roles

Phone numbers in OpenPhone can also have owners, meaning they can invite other members in your OpenPhone workspace to share access to that number. However, only the phone number owner of that number, a workspace owner, or workspace admin can update the number's settings (this includes the number's inbox name, caller ID, enabling international calling, call forwarding, business hours, phone menu, and other custom settings).

If you have any other questions, please submit a request here. We're happy to help!