Roles and Permissions

Overview

Vavolta Teams has three role levels: Owner, Admin, and Member. Each role has different permissions to help you maintain control while enabling collaboration.

Role Comparison

*Members can edit/delete lead magnets they created.

Role Details

Owner

The workspace creator or billing owner. There's only one Owner per workspace.

Unique abilities:

• Manage billing and subscription
• Delete the entire workspace
• Transfer ownership (coming soon)
• Cannot be removed by Admins

Best for:

• Company account holder
• Team lead responsible for billing
• Primary decision maker

Admin

Full operational control without billing access.

Abilities:

• All Member permissions
• Invite and remove members
• Change roles (except Owner)
• Edit team settings
• Manage all content (anyone's)

Best for:

• Team managers
• Marketing leads
• Sales managers
• Anyone managing the team day-to-day

Member

Standard team participation with content creation.

Abilities:

• Create lead magnets
• Create and manage their own access links
• Create generic links
• View all team analytics
• Edit/delete their own content

Cannot:

• Invite or remove others
• Edit others' content
• Change team settings

Best for:

• Sales representatives
• Marketing specialists
• Content creators
• Individual contributors

Changing Roles

How to Change Someone's Role

1. Go to Settings > Team
2. Find the team member
3. Click the role dropdown
4. Select new role
5. Change is immediate

Restrictions

• Only Owner and Admin can change roles
• Cannot change your own role
• Cannot change Owner's role
• At least one Admin should remain

Role Change Effects

When upgrading (Member → Admin):

• Immediate expanded access
• Can now manage team

When downgrading (Admin → Member):

• Immediate restriction
• Loses team management abilities
• Keeps their content

Ownership

Who is the Owner?

The Owner is:

• The person who created the workspace
• Or someone ownership was transferred to

Transferring Ownership

Currently, ownership transfer requires support assistance:

1. Contact support@vavolta.com
2. Confirm current Owner identity
3. Specify new Owner
4. Support processes transfer

Self-service transfer coming soon.

If Owner Leaves

If the Owner leaves your organization:

1. Contact support immediately
2. Provide proof of organization authority
3. Request ownership transfer
4. Maintain billing continuity

Best Practices

Principle of Least Privilege

Give people only the access they need:

• Most team members should be Members
• One or two Admins for management
• Owner for billing responsibility

Regular Reviews

Periodically check roles:

• Remove departed employees
• Downgrade inactive Admins
• Ensure Owner is current

Multiple Admins

Have at least 2 Admins:

• Backup if one is unavailable
• Share management load
• Continuity during vacations

Don't Over-Admin

Too many Admins can cause issues:

• Conflicting changes
• Unclear responsibility
• Security risk

Common Scenarios

New Sales Rep

Assign: Member

They can:

• Access all team lead magnets
• Create their own access links
• Track their sharing

New Sales Manager

Assign: Admin

They can:

• Everything above
• Invite new reps
• View team-wide analytics
• Manage content

Company Administrator

Assign: Owner (or Admin if not billing)

They can:

• Full control
• Billing management
• Workspace settings

Troubleshooting

Can't Change Someone's Role

• Verify you're Owner or Admin
• Can't change Owner's role
• Can't change your own role

Member Can't Access Content

• Verify they accepted invitation
• Check they're logged in
• Confirm they're in correct workspace

Admin Missing Features

Some features are Owner-only:

• Billing section
• Delete workspace
• Plan changes

Next Steps

• Team Settings - Configure workspace
• Inviting Members - Add to team
• Teams Overview - Team basics