Workspace Owners can assign individual members to the Workflow Admin, Sales Admin, and Message Activity Manager system roles.

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Below Administration in the left sidebar, select Manage permissions. If you don’t see the left sidebar, click Menu in the top-left corner to find it.
4. Click Roles.
5. Next to the system role you’d like to assign, click the   three dots icon and select Assign members.
6. Select members, then click Assign.

Org level

The Org Primary Owner (and any org-level Roles Admins) can assign individual members to system roles. They can also decide if the members will be able to manage the entire org or specific workspaces:

1. Click your organization name in the sidebar.
   
2. Hover over Tools & settings, then click Organization settings.
3. Choose  People, then select Manage permissions.
4. Under Manage permissions, click Roles.
5. Next to the system role you’d like to assign, click the   three dots icon and select Assign members.
6. Select members, then click Next.
7. Choose whether these members will manage the org or specific workspaces, then click Save.

Note: If you're a Roles Admin, you cannot assign other members to be a Roles Admin.

Workspace level

Workspace Primary Owners (and any workspace-level Roles Admins) can assign individual members to system roles in workspaces they manage:

1. Click your organization name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings. (If you manage more than one workspace, choose one from the drop-down menu.)
3. Below Administration in the left sidebar, select Manage permissions. If you don’t see the left sidebar, click  Menu in the top-left corner to find it.
4. Click Roles. 
5. Next to the system role you’d like to assign, click the   three dots icon and select Assign members.
6. Select members, then click Assign.

Workspace Owners can revoke system roles they have assigned:

1. Click your workspace name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Below Administration in the left sidebar, select Manage permissions. If you don't see the left sidebar, click  Menu in the top-left corner to find it.
4. Under Manage permissions, click Roles.
5. Next to the system role you'd like to modify, click the   three dots icon and select View Assigned Members.
6. Click the   three dots icon next to a member’s name and select Revoke role.
7. Click Revoke.

Org level

The Org Primary Owner (and any org-level Roles Admins) can edit and revoke system roles assigned to individuals:

1. Click your organization name in the sidebar.
   
2. Hover over Tools & settings, then click Organization settings.
3. Choose  People, then select Manage permissions.
4. Under Manage permissions, click Roles.
5.  Next to the system role you’d like to modify, click the   three dots icon and select View assigned members.
6. Click the   three dots icon next to a member’s name.
7. Click Edit to make changes, or click Revoke role to revoke a role.
8. Click Save or Revoke to confirm the change.

Note: When you assign a role via IDP group, it can only be revoked by modifying the role for the IDP group.

Workspace level

Workspace Primary Owners (and any workspace-level Roles Admins) can revoke system roles. It’s not possible to modify system roles at the workspace level.

1. Click your organization name in the sidebar.
   
2. Hover over Tools & settings, then click Workspace settings. (If you manage more than one workspace, choose one from the drop-down menu.)
3. Below Administration in the left sidebar, select Manage permissions. If you don't see the left sidebar, click  Menu in the top-left corner to find it.
4. Under Manage permissions, click Roles.
5. Next to the system role you'd like to modify, click the   three dots icon and select View Assigned Members.
6. Click the   three dots icon next to a member’s name and select Revoke role.
7. Click Revoke.