Team Roles & Permissions

LeanGrid uses a simple three-tier role system to manage what team members can do within an organization.

Roles

Owner

The person who created the organization is automatically assigned the Owner role. Owners have full control:

• All Admin permissions, plus:
• Delete the organization permanently.
• Transfer ownership to another member.
• Manage billing.

Each organization has exactly one Owner at a time.

Admin

Admins can manage the team and organization configuration:

• Invite and remove team members.
• Change member roles (but cannot change the Owner role).
• Create, edit, and delete deal types and custom fields.
• Manage organization settings.
• Full access to all CRM data — contacts, deals, tasks, projects, notes.

User

The standard team member role for day-to-day CRM work:

• Create, view, edit, and delete contacts, deals, tasks, projects, and notes.
• View other team members and their assignments.
• Cannot manage organization settings, deal types, or team membership.

Role Comparison

Capability	Owner	Admin	User
View & edit CRM data	Yes	Yes	Yes
Assign tasks to others	Yes	Yes	Yes
Invite team members	Yes	Yes	No
Remove team members	Yes	Yes	No
Manage deal types & custom fields	Yes	Yes	No
Manage organization settings	Yes	Yes	No
Delete organization	Yes	No	No
Transfer ownership	Yes	No	No

Changing a Member's Role

Admins and Owners can change a member's role from Settings → Team:

1. Click on the team member whose role you want to change.
2. Select the new role from the dropdown.
3. The change takes effect immediately.

The Owner role can only be transferred by the current Owner — it cannot be changed by an Admin.

Removing a Team Member

Admins and Owners can remove a member from Settings → Team. Removing a member revokes their access to the organization immediately. Their previously created data (contacts, deals, tasks, notes) is retained and remains visible to the rest of the team.