Users (logins) and workspaces (collections of data sources, business logic and destination configurations) belong to subscriptions in Funnel. A user can have access to one or multiple workspaces. What features a user can use depends on their subscription and workspace roles.
Understanding the two-tier role system
Funnel uses two separate layers of access control:
Subscription-level roles (Owner, Administrator and Member) — control who can manage the subscription itself, including inviting users, handling billing, and changing settings.
Workspace-level roles (Workspace Administrator, Editor, Viewer) — control what data, connectors, and dashboards a user can see and edit within a specific workspace.
Important: Adding someone to your subscription does not automatically give them access to any workspace. After inviting a user, an Owner, Admin, or Workspace Administrator must also grant them access to the appropriate workspace(s).
Subscription-level roles
In short:
Permission | Owner | Admin | Member | Guest |
Access granted workspaces | ✔ | ✔ | ✔ | ✔ |
Create workspaces | ✔ | ✔ |
|
|
Delete workspaces | ✔ | ✔ |
|
|
Invite users to subscription | ✔ | ✔ |
|
|
Remove users from subscription | ✔ | ✔ |
|
|
Assign roles (Admin, Member) | ✔ | ✔ |
|
|
Manage billing & plan changes | ✔ |
|
|
|
View invoices | ✔ |
|
|
|
Be promoted to Owner/Admin/Member | ✔ | ✔ | ✔ |
|
* Guests cannot be promoted to Member, Admin, or Owner while they remain a full member of another subscription.
Owner
Owner
The Owner has full control of the subscription, including:
Managing billing, invoices, and subscription plan changes
Viewing invoice history
Inviting and removing users
Assigning or changing roles for all users (including promoting others to Owner)
Creating and deleting workspaces
Accessing all workspaces within the subscription
Adding/removing users to any workspace within the subscription
Seeing all users within the subscription
A subscription can have multiple Owners at the same time.
Only Owners can:
Access and manage billing
Assign or transfer the Owner role
Changing subscription owner(s)
Changing subscription owner(s)
This is a self-serve action, it does not require Funnel Support.
Log in as a current Owner.
Go to Settings → Users.
If the new Owner isn't on the subscription yet, invite them first and wait for them to accept.
Click their name and change their role to Owner.
Requirements:
Only a current Owner can perform this action.
The new Owner cannot already be a full Member or Owner of another Funnel subscription. If they are, they must be removed from (or downgraded to Guest on) that other subscription first.
Assigning a new Owner does not remove existing Owners.
If the original Owner has left your company and no one else has the Owner role, contact Funnel Support for assistance.
Administrator
Can manage most day-to-day subscription settings, including:
Accessing all workspaces within the subscription
Adding/removing users to any workspace within the subscription
Seeing all users within the subscription
Assigning roles (except the Owner role)
Creating and deleting workspaces
Creating and using the Funnel System user for Funnel as Code
Administrators cannot:
Access or manage billing, invoices, or plan changes (this is Owner-only)
Assign or transfer the Owner role
Member
Members have basic access to the subscription but limited management capabilities.
Members can:
Access workspaces they've been granted access to
Use Funnel features within their assigned workspaces
Members cannot:
Invite new users to the subscription
Create new workspaces
Change other users' roles
If you need to invite a colleague or create a workspace, ask an Owner or Admin to do this for you.
Guest
Guest is not a role you assign, it is applied automatically when a user who already belongs to another Funnel subscription is invited to yours.
Because a user can only be a full Member or Owner on one subscription at a time, users from other subscriptions are given Guest status on yours.
Guests can:
Access workspaces they've been explicitly granted access to
Guests cannot:
Be promoted to Member, Admin, or Owner while they remain a full member of another subscription
To make a Guest a full Member or Admin, they must first be removed from (or downgraded to Guest on) their other subscription.
Workspace-level roles
After a user is added to your subscription, they must also be granted access to one or more workspaces. New users will see an empty account until this step is completed.
Workspace roles (Workspace Administrator, Editor, and Viewer) control what a user can see and do within a specific workspace. For full details, see Workspace user roles.