Articles on: Rooms

Room roles — Owner, Editor, Commenter, Viewer

Inside a specific room, every participant has a room role — Owner, Editor, Commenter, or Viewer. The role determines what they can do in that room.

The Owner is fixed at room creation. The other three are the ones you assign when inviting someone, and the ones in the role dropdown next to each person in the Share popup.

Room roles are distinct from org roles (Admin / Pro / Basic). See Room roles vs. org roles.

Owner

Full control of the room, including deletion. Every room has exactly one Owner — it's a unique role, not something you can invite people as. The Owner must be a member of your organization (buyers cannot be Owner).

The Owner is set when the room is created (the creator becomes the Owner by default) and can be reassigned later — see Changing someone's role.

The Owner can:

Edit all content
Manage participants (invite, remove, change roles)
Change room settings (title, logo, branding, language)
Update the room's access setting (Owner-only)
Delete the room (Owner-only)
Transfer ownership to another organization member

The Owner is notified of everything that happens in the room by default — comments, completions, status changes, new participants, etc. So the Owner stays in the loop on the deal even if they're not the day-to-day editor.

Editor

The workhorse role. Editors can edit content, manage participants, and change most settings — but the exact rights differ depending on whether the editor is an organization member or an external participant (e.g. a buyer given Editor rights).

Editor (org member)

Edit all content — sections, widgets, tasks, subtasks, custom field values
Add, remove, reorder sections and widgets
Manage participants — invite Editors, Commenters and Viewers, remove participants
Update room title, logo, branding, status, language
View room activity / analytics

Editor (external — non-org-member)

Edit content tied to collaborative work — homepage content, tasks, blocks inside tasks
Cannot add task-type blocks themselves, edit custom field values, or update task default fields
Cannot view room activity / analytics
Cannot update room status, title, logo, language, or access settings

In short: an external Editor can collaborate on the action plan (great for mutual action plans) but cannot reshape the room's structure, branding, or data model. For the full breakdown, see Full permissions matrix.

Both kinds of Editor cannot delete the room or change its access setting — those are Owner-only.

Commenter

Read + engage. The default role for buyers you invite.

Commenters can:

Read the room
Leave comments (on any section)
Complete tasks assigned to them
Update task assignees
Invite other Commenters and Viewers (useful for buyers bringing in colleagues)

Commenters cannot:

Edit content
Change room settings
Invite Editors
Remove other participants

Viewer

Read only. A Viewer sees everything a Commenter sees but cannot write anything back — no comments, and no completing or reassigning tasks. Use it for stakeholders who should be informed rather than involved (an exec sponsor, a legal reviewer on a read-only pass).

The important bit: Commenters aren't silent

"Read-only access" is the Viewer role, not the Commenter one. A buyer invited as Commenter is an active participant — commenting on pricing, completing action items, booking meetings. They just can't rewrite your proposal.

If you invite a buyer as Viewer they'll be able to read but not respond in the room, which is rarely what you want for a champion.

Admin override

Workspace-level Admins have full edit rights on every room, regardless of their room role. This is a byproduct of their workspace-wide access.

So if you're an Admin and want genuinely read-only access to a specific room, you'd need to downgrade your own org role first — an unusual scenario.

How a role is set and changed

At invitation time

A participant's role is picked when you invite them. Click Share at the top-right of the room, add people (search a colleague, or type an email address or domain), then in the New invitation step pick each person's role — Editor, Commenter or Viewer — from the dropdown next to their address. The Owner is set at room creation (the creator), not via invitation.

To change an existing participant's role:

Click Share at the top-right of the room.
Open the Already in space list (click the stacked avatars row).
Click the person's current role, to the right of their name — a dropdown opens.
Pick the new role: Editor / Commenter / Viewer. The same dropdown ends with Remove, which revokes access entirely.

The change applies immediately. The Owner's row shows their role as a plain label with no dropdown — ownership is transferred as its own operation, not picked from this list. Pending invitees show as " · pending" until they accept. See Changing someone's role for edge cases.

Updated on: 01/10/2026

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