# Team roles & permissions > Invite teammates and control who can view or change information in each account. Explore the workflow with Lead Source. Canonical page: https://getleadsource.io/features/team-permissions/ [Team roles & permissions The right access for the work at hand. Invite teammates and control who can view or change information in each account. Explore the walkthrough](https://getleadsource.io/features/#workspace)[See pricing](https://getleadsource.io/pricing/) Teams & data controls · Built for US call workflows Lead Source Illustrative example 01 Invite a teammate 02 Assign an appropriate role 03 Review as the team changes Team roles & permissions Person Campaign reviewer Role View the account's call activity Control Editing access managed separately ### Invite a teammate Choose the account where the person should work. Team roles & permissions Person Campaign reviewer Role View the account's call activity Control Editing access managed separately ### Assign an appropriate role Match the level of access to the responsibilities they will handle. Team roles & permissions Person Campaign reviewer Role View the account's call activity Control Editing access managed separately ### Review as the team changes Update access when a person changes roles or no longer needs the account. Explore the steps above. Sample details show the workflow, not a live account. [What you can do](https://getleadsource.io/features/team-permissions/#capabilities)[The workflow](https://getleadsource.io/features/team-permissions/#workflow)[Common questions](https://getleadsource.io/features/team-permissions/#questions)[Related features](https://getleadsource.io/features/team-permissions/#related) Teams & data controls ### What changes in your day. A campaign reviewer and the person managing billing do not need identical access. Roles help you keep the workspace useful to the team while reserving important changes for the people responsible for them. 01 #### Start with the person's responsibility Choose roles around the work the teammate needs to do. Someone reviewing calls may need a different level of access from an account administrator. 02 #### Separate viewing from changes Give people the ability to review relevant information without automatically granting every editing action. Revisit permissions when responsibilities change. 03 #### Review access across accounts Check who can enter each client account. For call-business partners, use the more specific partner-access workflow when access needs to be limited to particular records. From setup to review ### Put it to work. - 01 #### Invite a teammate Choose the account where the person should work. - 02 #### Assign an appropriate role Match the level of access to the responsibilities they will handle. - 03 #### Review as the team changes Update access when a person changes roles or no longer needs the account. A closer look ### Useful answers before you start. Explore the workflow above, then bring your own requirements to an early-access conversation. Can I give someone access to only one client account? + Account membership and roles determine which account a person can work in. Set access deliberately for each business your team manages. What about buyers and publishers? + Partner access provides more specific controls around campaigns, buyers, and publishers. Use that workflow when a partner should see a limited part of a call business. Connect the next step ### Works with the rest of your call workflow. [Multiple client accountsManage separate business accounts while keeping a consistent way to track calls and review campaigns.Explore feature](https://getleadsource.io/features/team-access/)[Partner accessLimit access around specific campaigns, buyers, or publishers instead of exposing the whole operation.Explore feature](https://getleadsource.io/features/partner-access/)[Data retention controlsSet retention rules for recordings, transcripts, and messages around your operational needs.Explore feature](https://getleadsource.io/features/data-retention/) [Browse all features](https://getleadsource.io/features/)[Find your use case](https://getleadsource.io/use-cases/)[Compare platforms](https://getleadsource.io/compare/) Meet your next growth tool ### Let’s connect the dots on your calls. Get an early look at Lead Source, built for the way your business handles calls. [Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)