Roles and Permissions

Prospeo uses roles to control what each team member can see and do. This guide explains the built-in System Roles, what each one can access, and how to create your own custom roles.

What Are Roles and Permissions?

Every seat on your plan is assigned to a team member, and every team member has a role. Each role is made up of permissions that determine which features and actions that member can access. If you need help adding seats to your plan so you can add and assign roles to each team member, see How to Add a Seat to Your Plan.

Prospeo comes with two built-in System Roles (Admin and Member) that can't be edited, and you can also create your own Custom Roles with a tailored set of permissions.

You can view and manage roles from the Team Management page. To access it, go to your Dashboard → profile icon → Team management, or use the left sidebar → Team management. You can also go directly to app.prospeo.io/team?tab=roles.

Admin Role

The Admin role has full access to everything. Admins can manage billing, team members, roles, integrations, and every enrichment, search, and developer feature without restriction. This includes inviting and removing team members, creating and assigning roles, managing billing and payment methods, and configuring team MFA.

Member Role

The default Member role has access to most features, with some restrictions around billing and team administration. Members can fully use the platform's core enrichment, search, and integration features, but cannot manage billing, manage other team members, or create and assign roles.
Here's exactly what the default Member role can and can't do:

Full Permissions Reference

Here's the complete list of permissions available across all roles, grouped by category:

1. FINANCE & BILLING

Billing

• View billing — Allows viewing billing details, invoices, and subscription information
• Manage billing — Allows modifying billing settings, upgrading plans, and managing payment methods

2. DEVELOPER & API

API

• View API keys — Allows viewing existing API keys and their details
• Create API keys — Allows generating new API keys for programmatic access
• Delete API keys — Allows revoking and deleting existing API keys
• View API usage — Allows viewing API usage statistics and rate limit information
• View & download API logs — Allows viewing and downloading API request logs

3. INTEGRATIONS

Integrations

• Connect/disconnect integrations — Allows connecting and disconnecting third-party integrations
• Push to CRM — Allows pushing contact data to connected CRM systems
• Manage push settings — Allows configuring field mappings and push settings for integrations
• View push logs — Allows viewing logs of data pushed to integrations

4. ENRICHMENT & SEARCH

CRM Enrichment

• Start CRM enrichment — Allows starting CRM enrichment jobs to enrich existing CRM data
• View team CRM enrichment history — Allows viewing the enrichment history of all team members
• Configure auto CRM enrichment — Allows setting up automatic CRM enrichment rules

CSV Enrichment

• Start CSV enrichment — Allows uploading and enriching CSV files with contact data
• View team CSV enrichment history — Allows viewing CSV enrichment history for all team members

Search

• Run person search — Allows running people search queries to find contacts
• Run company search — Allows running company search queries to find organizations
• Export search to CSV — Allows exporting search results to CSV files
• View team export history — Allows viewing search export history for all team members

Lists

• Create lists — Allows creating new contact lists
• View team list stats — Allows viewing statistics of lists created by other team members
• Modify team lists — Allows editing and modifying lists created by other team members
• Delete team lists — Allows deleting lists created by other team members

5. ADMINISTRATION

System Logs

• View system logs — Allows viewing system activity logs for the team

Team members

• Invite team members — Allows sending invitations to new team members
• Remove team members — Allows removing existing members from the team
• Set member credit limits — Allows setting credit usage limits for team members
• Force logout team members — Allows forcing a team member to log out of all sessions

Roles & Permissions

• View roles — Allows viewing the list of roles and their permissions
• Create roles — Allows creating new custom roles with specific permissions
• Edit roles — Allows modifying the name and permissions of existing roles
• Delete roles — Allows deleting custom roles from the team
• Assign roles — Allows assigning roles to team members

Team MFA

• Manage team MFA — Allows managing multi-factor authentication settings for the team

Assigning a Role to a Team Member

You can set a team member's role when you first invite them. See How to Invite Team Members for more on the invite process.

If the role wasn't set at invite time, or you want to change it later, you can update it at any time. Go to the Team members tab, select the dropdown box beside their name, then choose the role you want to assign.

Creating Custom Roles

If the built-in roles don't fit your team's needs, you can create your own custom roles with a specific set of permissions. See How to Create a Custom Role or step-by-step instructions.

FAQs

Can I edit the Admin or Member system roles?

No. System Roles (Admin and Member) are built into Prospeo and can't be modified. If you need different permissions, create a Custom Role instead.

Who can change roles and permissions?

Only team members whose role includes the relevant Roles & Permissions access (such as an Admin) can create, edit, delete, or assign roles.

What happens to a member's access if I change their role?

Their access updates immediately to match the permissions of the new role.

Do I need an available seat to add a team member?

Yes. Each team member takes up a seat on your plan, so you'll need an available seat before you can add and assign a role to someone. See How to Add Seats to Your Plan if you need to add more.

Can I set a team member's role when I invite them?

Yes. You can assign a role at the time you send the invite, or set and change it later from the Team members tab. See How to Invite Team Members for the full invite process.

Updated on: 19/06/2026