Roles, permissions, and what a teammate costs

This article covers the two main roles, Admin and Member. An Admin can do everything. A Member’s access is the Member role plus a short list of permissions that an Admin turns on or off for each person.

An outside partner (someone who should work only their own book) is a Member with a narrow set of permissions: open Manage Permissions on their row and pick the Outside partner preset. They then see only the contacts and deals assigned to them (or to a team you add them to, so leave them off teams whose records they should not see), are not shown who else is on the team, can skip trace but cannot export or run workflows by hand, and do not get Automations, the Library or Memory, the Marketplace, organization settings, spending or API keys.

Admin vs Member at a glance

	Admin	Member
Billing & Plans page (plan, seats, credits, payment method)	Yes	No. The page is hidden, and Members are sent to their own settings instead.
Other people’s contacts	All of them	Only contacts they are assigned to, or that are assigned to a team they are in. The View all contacts permission opens every contact.
Other people’s deals	Every deal in the organization’s pipelines	Only deals they are a participant on, or that are linked to a contact they (or their team) are assigned to. The View all deals permission opens every deal.
Team directory (who is on the team)	Yes	Yes
Export contacts, properties, and skip trace results	Yes	Yes by default (the Export permission)
Skip tracing owners	Yes	Yes by default (the Skip trace permission)
Run a workflow by hand on contacts or deals	Yes	Yes by default (the Run workflows permission)
Create and edit workflows	Yes	Yes
Lookup tables in Library	Yes	No
Create, edit, or pause AI employees	Yes	Yes
Analytics	Yes	No
Organization pages (profile, People, Teams, and the rest of the organization’s settings)	View and edit	Hidden, unless they hold the Organization settings or Spend money permission. Then they can view them; the changes stay an Admin’s.
Invite a teammate (an accepted invite past the included seats adds a paid seat)	Yes	No, unless they hold the Spend money permission. Then they can invite Members, never Admins.
Remove a teammate or change their role, and set their permissions	Yes	No
Buy seats	Yes	No, unless they hold the Spend money permission
Teams (create, edit, delete)	Yes	No
Buy a phone number	Yes	No, unless they hold the Spend money permission
Phone numbers: port, transfer, or rename lines; the calling rotation; dialer settings	Yes	No. Members use the lines assigned to them.
Developer API keys	All keys in the organization	Their own keys, while they hold the API keys permission
Webhooks	Yes	No

Per-member permissions

An Admin always holds every permission and cannot be restricted. For a Member, each permission starts at its default and an Admin can switch it on or off for that person.

Permission	What it allows	Member default
View all contacts	See every contact across the team, not just their own.	Off
View all deals	See every deal in the pipeline, not just their own.	Off
Use all phone numbers	Call and text from any of the team’s phone numbers, and see all call and text history.	Off
Skip trace	Look up owner contact info by skip tracing contacts and properties.	On
Export	Download and export contacts, properties, and skip trace results.	On
Run workflows	Manually run workflows on contacts and deals.	On
View contracts / Manage contracts	See the team’s contracts / create, send and edit them.	Off
See teammates	Teammates’ names in pickers, who wrote a note, and teammates’ alerts. Off for an outside partner.	On
Automations	Workflows and AI employees: the Automations page.	On
Files	The Library (files, templates, forms, uploads and downloads) and Memory pages.	On
Marketplace	Browse and buy from the marketplace.	On
Organization settings	See the organization’s settings pages and setup (their own settings always stay).	Off
Spend money	Buy seats and phone numbers, and invite people (an accepted invite can add a paid seat).	Off
API keys	Create keys for the developer API.	On
Goliath’s computer	Let Ask Goliath use its own computer for them: browse sites, sign in and fill forms. Shown only when computer use is on for the organization.	On

A new Member’s permissions start at the defaults in this table. To let a teammate (for example, a VA) see your deals, either assign them to those deals or contacts, or turn on View all deals for them.

A Member without Export who tries to download gets “You don’t have permission to export. Ask a team admin to turn it on for you.”

Change a member’s role or permissions

1. As an Admin, open the organization menu → Organization → People.
2. Open the member’s row actions.
3. Choose Manage Permissions (or the shield button on their row) to set their permissions: start from a preset (Member, Full visibility, Outside partner) and adjust. The panel shows their app as it will look. Or choose Change Role to make them an Admin or a Member.

A Member cannot change their own role or anyone else’s. To become an Admin, or to have someone added or removed, ask one of your workspace’s Admins.

Manage Permissions is not offered on an Admin’s row, because an Admin already has everything. A change can take up to a minute to reach the member.

When an Admin sets the team inbox view as the organization default, they can also turn on Use all phone numbers for every Member in one step.

Does adding a teammate cost extra?

It depends on whether your plan’s included seats are full.

• Every plan includes a number of seats. Billing shows how many your plan includes and how many are in use. Every active teammate uses one seat, whatever their role. A pending invitation does not use a seat until it is accepted, and referral partners never use one.
• Within the included seats, adding someone costs nothing extra.
• Past the included seats, each extra person adds one paid seat. You never have to buy seats or upgrade before inviting. On an active paid subscription, when the invitee accepts, Goliath adds a paid seat to the subscription automatically and charges the card right away, prorated for the rest of the billing period. During a trial, or while a payment has failed, the seat is counted but no charge is made at that moment. The invite dialog warns you first: it shows how many invite slots remain before another paid seat is added, or that your seats are full.
• What an extra seat costs is shown on the Billing page and in the Buy seats dialog as a per-seat monthly price. It is a monthly add-on even on an annual plan. Open Billing for your organization’s current price rather than relying on a copied number.
• Buying seats ahead of time is optional. An Admin can add or remove seats from Buy seats; you cannot remove seats that are in use.
• Removing a teammate frees their seat for someone else, but does not refund it. A paid extra seat stays on the subscription for the rest of the billing period so it can be refilled, and is dropped at renewal if it is still empty.
• An organization with no plan includes 2 seats and must choose a plan to add more.

In the app, inviting teammates and buying seats are Admin actions, and a Member’s only with the Spend money permission. See Invite a teammate and Manage billing, plans, and a trial.

Related guides

• Manage people, seats, and assigned numbers
• Manage teams
• Manage your organization overview