Workspaces and roles
Switch workspaces and understand what each role can access.
- For:
- All users, Workspace admins
- Updated:
- Aug 26, 2026
Default roles
| Control | What it does | Availability |
|---|---|---|
| Admin | Manages workspace settings, members, clients, invoices, and firm records. | Assigned by an authorized admin |
| Billing Staff | Works with time, clients, expenses, invoices, and reports. | Assigned by an authorized admin |
| User | Records and views permitted work without workspace-management controls. | Standard member role |
Premium access is separate from role access. A user may have the correct role but still need an active Premium bundle.
Invitation links
An invitation link opens the invited workspace. New users set a password first. Existing users sign in and Lexchange switches to the invited workspace after the invitation is accepted.