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Team access

Not everyone on the sales team should hold the workspace API key. Klozeo seats let you invite colleagues to the dashboard with a clear role, while n8n, SDKs, and scripts keep working exactly as before.

RoleDashboard & APITypical use
OwnerFull access, including API key managementFounder / admin who owns the workspace
EditorCan create, update, and delete leads and related dataOps, SDRs, enrichment workflows via the UI
ViewerRead-only — any mutation returns 403Managers who need visibility without write access

API key endpoints (GET/POST/DELETE /api-keys) are owner-only. An invited editor or viewer receives:

{
"error": "forbidden",
"message": "Only the workspace owner can perform this action",
"code": "forbidden"
}

A viewer calling any mutating method (POST, PUT, DELETE, …) receives:

{
"error": "forbidden",
"message": "Viewer role cannot modify data",
"code": "forbidden"
}

The Next.js dashboard proxy forwards two headers when an invited member acts on the owner’s workspace:

HeaderMeaning
X-Member-Roleowner, editor, or viewer
X-Actor-IdUser id of the person performing the action (written into the audit trail)

If X-Member-Role is missing or unrecognized, the API treats the caller as owner.

Direct API keys stay owner (backward compatible)

Section titled “Direct API keys stay owner (backward compatible)”

n8n, the SDKs, cURL, and any client that authenticates with X-API-Key alone do not send X-Member-Role / X-Actor-Id. Those callers are treated as the workspace owner.

Existing automations do not break when you invite team members. Seats constrain dashboard (proxy) access; they do not downgrade script or workflow keys.

  • Editors / viewers — invite them from the dashboard; they sign in and work in the UI.
  • Automations — keep using the owner’s API key (or create keys as the owner). Do not put member session cookies into n8n.
  • Audit — when a member mutates a lead through the proxy, actor_id on GET /leads/{id}/changes shows who did it.

Deduplication & audit trail · API authentication