Workspaces, Members, and Roles
A Deskmantle workspace is your team's shared environment. Everything — clients, deals, inbox, tasks, automations — lives within a workspace. This guide covers how to manage your workspace, invite members, and configure permissions.
Understanding Workspaces
Each Deskmantle account belongs to one workspace. Your subscription plan determines how many members can join. All members share the same CRM data, pipeline, and integrations.
Inviting Members
- Go to Settings > Workspace > Team.
- Click Invite Members.
- Enter one or more email addresses.
- Assign a role to each invite.
- Click Send. The invitee receives an email and can join with one click.
Roles
Deskmantle has four built-in roles:
- Owner — full control over everything. Can manage billing, delete workspace, and transfer ownership. One per workspace.
- Admin — can manage members, settings, integrations, and data. Cannot manage billing.
- Member — standard access to CRM, deals, inbox, tasks, and most features. Cannot manage settings or team.
- Viewer — read-only access across the platform. Cannot create, edit, or delete records.
Custom Roles
Create custom roles in Settings > Workspace > Roles for fine-grained control:
- Click + New Role.
- Name the role (e.g., "Junior Sales Rep," "Marketing Coordinator").
- Toggle permissions on/off for each module: CRM, Deals, Inbox, Tasks, Finance, Automations, Settings, and more.
- Optionally restrict to specific pipeline stages or client segments.
- Click Save and assign the role to team members.
Managing Members
In the Team settings, you can:
- Change roles — reassign a member's role at any time.
- Deactivate — temporarily disable a member's access without deleting their data.
- Remove — permanently remove a member. Their owned records are reassigned to another member.
- View activity — see a member's login history and recent actions.
Pro tip: Use the Viewer role for clients or partners who need visibility into project progress without the ability to modify data.