Admin and Member access in Lightfield

Last updated: July 30, 2026

Lightfield has two roles: Admin and Member. You set a person's role when you invite them, and you can change it later. Manage everyone from Settings → Members.

What each role can do

Admin

  • Invite and remove members, and change anyone's role

  • Manage workspace settings — the data model, connectors, workflows, and billing

  • Automations (Pro plan customers) — today only admins can create automations

  • Everything a Member can do

Member

  • Use the CRM day to day — accounts, contacts, opportunities, meetings, chat, tasks, and notes

  • Can't manage members or change workspace-level settings

Changing someone's role

  1. Go to Settings → Members.

  2. Find the person in the list.

  3. Set their role to Admin or Member.

Common questions

Is there a view-only or read-only seat? Yes. For the Pro plan, Lightfield has view-only seats. For the Starter plan, Lightfield has just the two roles — Admin and Member. There isn't a separate view-only seat.

How many admins can we have? As many as you need. It's a good idea to keep at least two so someone can always manage the workspace.

Who can invite new people? Admins. If you can't invite someone, ask an admin on your team to set you up or send the invite.