The two roles
Octopods has exactly two roles: Admin and Member. There are no other roles. Octopods does not offer a viewer-only role, an agent-only role, billing-only access, or any other granular permission tier.
What admins can do
Admins have full access to the account. An admin can:
Invite new teammates, change their roles, and remove them from the account.
Manage workspaces, channels, and integrations.
Change account settings, including billing, subscription, and plan.
Send broadcasts, proactive messages, and use every product feature.
Every account needs at least one admin, and most account-level actions — including invitations — require an admin to perform them.
What members can do
Members have standard day-to-day access. A member can:
Sign in to the Octopods dashboard and use the product.
Send and receive messages across connected channels, subject to workspace-level permissions.
A member cannot:
Invite, edit, or remove other team members.
Access billing or subscription settings.
View the Invite Member button or the Actions column on the Team Members page.
If a member needs one of these capabilities, an admin on the account must perform the action for them or promote them to admin.
The account owner
The teammate who originally created the account is shown on the Team Members page with the Owner badge in the Role column and the status Original. The owner is always an admin, and their role cannot be changed or removed from the Team Members page. If you need to transfer ownership, contact Octopods support.
View everyone’s role
Sign in to Octopods.
Open Settings from the main navigation.
Click Team Members in the settings menu.
The Role column shows one of three badges for each teammate:
Owner (purple badge) — the original account creator.
Admin (indigo badge) — any admin who joined through an invitation.
Member (grey badge) — any teammate with standard access.
Change a team member’s role
Only admins can change roles. The account owner’s role is fixed and cannot be edited.
On the Team Members page, find the teammate whose role you want to change. They must have already accepted their invitation (status: Accepted). Pending invitations cannot have their role edited — revoke and re-invite them with the new role instead.
In the Actions column, click Edit. The Edit Member page opens with the heading “Edit Team Member” and the subtitle “Update the role for this team member.”
Under the “Member Details” card, the teammate’s name and email appear for confirmation.
Open the Role dropdown. The helper text below reads “Select the access level for this team member.” Choose Admin or Member.
Click Save Changes.
Confirm the change in the prompt: “Are you sure you want to update this member’s role?”
Octopods updates the role and returns you to the Team Members list with the confirmation “Member has been updated.” The new role takes effect immediately — the teammate will see the change the next time they load a page in Octopods.
Note: If you try to edit the account owner, Octopods blocks the change with the message “You’re unauthorized to edit account owner.” The owner’s role cannot be modified from the Team Members page.
Changing your own role
If you are an admin who joined through an invitation, you can edit your own role from the Team Members page — click Edit on your own row just as you would for anyone else.
Warning: Demoting yourself to Member is immediate. Once you save the change, you lose admin access on your own account and cannot invite teammates, manage billing, or change anyone’s role — including your own — until another admin (or the account owner) promotes you back.
Typical role choices
Every teammate who manages billing, subscriptions, or integrations should be an admin. Only admins can access these areas.
Support agents who only handle conversations can be members. Members have everything they need for day-to-day messaging work.
Invite new teammates as members by default if you’re not sure. Promoting to admin later is a single dropdown change.
What’s next
See the Billing & Subscriptions section for how team size affects your plan.
See the Workspaces section for workspace-level permissions.