Articles on: Admin & workspace

Org roles — Admin, Pro, Basic

Every member of your Katalyz workspace has an org role — their workspace-wide permission level. There are three org roles, and choosing the right one matters both for security and for billing.

⚠️ Only Admins can assign or change org roles.

The three org roles

Admin

Full control of the workspace. Admins can:

View, edit, and delete every room in the workspace (even ones they weren't invited to)
Create rooms, templates, and library content
Manage members — invite, change roles, remove
Configure workspace settings — branding, general, integrations, custom objects
Manage billing — plans, seats, add-ons, credits
Access all room analytics

Use for: founders, sales leaders, RevOps, IT.

Pro

The default seller role. Pros can:

Create rooms they own
Edit and delete rooms they own
Access rooms they've been invited to
Be assigned as Owner, Editor, or Viewer in any room

Pros cannot manage other members, cannot see rooms they weren't invited to, and cannot access workspace settings.

Use for: Sales reps, CSMs, AEs, BDRs.

Basic

The free tier. Basic seats don't cost anything — invite as many as you need. Basics can:

Access rooms they've been explicitly invited to
Be assigned as Viewer or Editor in those rooms
Leave comments, complete tasks, and participate

Basics cannot create rooms, cannot see rooms they weren't invited to, and cannot access workspace settings.

Use for: SDRs who only support deals, occasional participants, cross-functional collaborators who need access to a few rooms.

Permissions at a glance

	Admin	Pro	Basic
Create rooms	✅	✅	❌
View all workspace rooms	✅	❌	❌
View invited rooms	✅	✅	✅
Edit own rooms	✅	✅	❌
Delete own rooms	✅	✅	❌
Edit / delete other people's rooms	✅	❌	❌
Manage members	✅	❌	❌
Manage workspace settings	✅	❌	❌
Manage billing	✅	❌	❌
Create / edit templates	✅	✅	❌
Add to content library	✅	✅	❌

For the complete breakdown including room-level permissions, see Full permissions matrix.

Org roles vs. room roles

These are independent layers:

Org role — what you can do across the workspace
Room role — what you can do inside a specific room (Owner, Editor, Viewer)

A Pro can be a Viewer in one room and an Editor in another. The room role determines what they can do in that specific room; the org role determines what happens everywhere else.

Admins always have full edit rights on every room, regardless of their room role (a byproduct of their workspace-wide access).

See Room roles vs. org roles.

Billing impact

Admin and Pro are the same price per seat
Basic is free — no cost, no seat limit

Pick Basic for people who only ever access a handful of rooms but don't need to create them. Because it's free, don't hesitate to add everyone on your side who touches a deal — procurement, legal, exec sponsors — as Basic. For people who need to create and manage rooms, use Pro.

Changing a role later

You can change someone's role at any time — see Changing someone's org role. Changes take effect immediately.

Updated on: 18/06/2026

Was this article helpful?

Thank you!