Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Co-Admins
Add, promote, manage and remove the people who run the workspace with you.
Co-admins run the workspace with you, with almost everything the owner can do.
Overview
This guide covers adding, promoting, editing and removing co-admins.
Who Can Access
Only the workspace owner can manage co-admins.
Step-by-Step Guide
Find Admin accounts
On the Team page, the Admin accounts card below the members lists you and your co-admins.
Add a co-admin
Click Add co-admin, enter their first name, last name and email, an optional password, and keep Send welcome email ticked. Click Create co-admin. They confirm their email before signing in.
Or promote a member
In the member menu, choose Promote to co-admin and Promote. They move off the team list.
Manage them
A co-admin’s ⋮ has Edit details, Deactivate or Activate, Demote to team member (pick their team role) and Delete.
What Co-Admins Can’t Do
- Change billing or upgrade the plan; they can view billing.
- Manage other co-admins.
- Manage API keys, AI connections and webhooks.
Limits
You can have up to 5 co-admins, and your plan may allow fewer. Promoting uses a co-admin seat; demoting needs a free team seat.