Workspace roles
Owner, Admin, Member, and Viewer — exact permissions from Invesh workspace RBAC.
Last reviewed 2026-07-15
Shared workspaces use roles to control who can invite people, change settings, and edit investment data. Personal workspaces show as Private instead of a collaboration role pill.
Roles inherit downward: Owner ⊃ Admin ⊃ Member ⊃ Viewer.
| Capability | Viewer | Member | Admin | Owner |
|---|---|---|---|---|
| Read workspace, members, accounts, snapshots, holdings, activity, goals, notifications | Yes | Yes | Yes | Yes |
| Use Artha (chat / propose; writes still need create/update permission) | Yes | Yes | Yes | Yes |
| Create / update / delete accounts, holdings, snapshots | — | Yes | Yes | Yes |
| Create / update / delete goals | — | Yes | Yes | Yes |
| Update workspace settings | — | — | Yes | Yes |
| Invite members (Member / Viewer) | — | — | Yes | Yes |
| Invite admins | — | — | — | Yes |
| Read / revoke invitations | — | — | Yes | Yes |
| Delete or transfer workspace | — | — | — | Yes |
Invites
- Assignable invite roles: Admin, Member, Viewer (not Owner)
- Inviting admins requires Owner
- Invites expire after 14 days; re-inviting the same email refreshes the token
- Pending invites can be revoked from Workspace settings → Members