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Clearline uses workspace roles for global access and inbox roles for shared conversation queues. Keep workspace admin access limited, then grant day-to-day access through inbox membership and feature-specific assignment.

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Workspace roles

RoleAccess
OwnerFull workspace ownership. The owner can manage all settings and members.
AdminCan manage workspace settings, members, channels, feature configuration, and shared resources.
MemberCan use the app, work assigned conversations, appointments, contacts, opportunities, and tasks based on configured membership.
Admins can change operational settings such as channels, compliance rules, workspace business hours, and agent defaults. Assign admin access only when the person needs that control.

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Inbox roles

Shared inboxes have their own member list.
Inbox roleUse this for
OwnerThe inbox creator or system owner.
AdminPeople who should manage inbox settings, channels, members, routing, and agent behavior.
MemberPeople who should receive assignments and respond to conversations.
Personal inboxes are tied to a single user. Team management and routing settings are disabled for personal inboxes.

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Access patterns

Workspace administrator

Assign Admin at the workspace level. Add them to shared inboxes only if they also work conversations.

Sales or service rep

Assign Member at the workspace level. Add them as a member of the relevant inboxes and appointment types.

Appointment advisor

Assign Member, then add them as an advisor on the appointment types they can be booked for.

Conversation manager

Assign Member, then add them as an inbox admin when they need to control routing or inbox configuration.

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Remove access

To remove workspace access, go to Settings → Members, open the member actions menu, and choose Remove member. To remove inbox access without removing the person from the workspace, open the inbox, go to Members, and remove them from that inbox.