Team roles: owners and members
Everyone in a DocuPotion team is either an owner or a member. Both share the same templates, automations, connections and plan; owners also manage the team and the account.
What each role can do
|
|
Member | Owner |
|---|---|---|
| Create, edit and use templates | Yes | Yes |
| Create, edit and run automations | Yes | Yes |
| Generate documents using the team's connections (Google Drive, Attio, Airtable and others) | Yes | Yes |
| Connect, reconnect or disconnect integrations | No | Yes |
| Create a new API key | No | Yes |
| Change the plan and billing | No | Yes |
| Invite people, change roles, remove people, rename the team | No | Yes |
Members see the Team tab and the Integrations tab read-only. Each connection says it's shared with the team and that only an owner can change it.
Change someone's role
- Open the Team tab.
- Next to the person, choose Owner or Member.
The change applies straight away; they see it the next time they open DocuPotion. Every owner gets an email about every role change, so an unexpected change is noticed.
Several owners
A team can have as many owners as you like, and it always has at least one: you can't make the last owner a member. Making someone an owner adds an owner; it doesn't take anything away from you.
A common case: the person who signed up isn't the one who should manage billing. Invite that person (or change their role) to Owner, and they can manage the plan and billing from then on.