What Admins, Agents and Viewers can do

Updated 8 November 2026

Every member of a workspace has one of three roles. Roles are changed by an Admin under Settings → Team.

At a glance

	Admin	Agent	Viewer
See leads	All	Own + unassigned	All
Create and edit leads, notes, tasks	Yes	Yes	No
Move leads on the board	Yes	Yes	No
Reply in WhatsApp chats, take over from the AI	Yes	Yes	No
Build and publish forms	Yes	Yes	No
Change settings, stages, lost reasons	Yes	No	No
Invite and manage the team	Yes	No	No
Plan & usage, billing	Yes	No	No
Export to CSV, delete leads	Yes	No	No
Connect WhatsApp, teach the AI	Yes	No	No
Uses a staff seat	Yes	Yes	No

Agents and assignment

Agents see the leads assigned to them plus unassigned ones, so a team can share a queue without seeing each other's deals. Admins can assign leads by hand or let LeadFlow assign new leads to the least busy agent.

Viewers

Viewers are for owners, accountants or partners who need to see the pipeline and reports without changing anything. Every write is refused for a Viewer, including in WhatsApp chats, and Viewers do not use a staff seat.

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