---
title: Viewer seats | Lightfield
description: Give read-only teammates the Viewer role so they can look up records and ask the agent questions without a capture seat.
---

A Viewer can look up every record they have access to and ask the agent questions, but can’t change anything. Viewers use a Viewer seat instead of a capture seat, because Lightfield doesn’t sync their mail and calendar or record their meetings.

## Who can use it

Viewer seats are on Pro, Growth and Enterprise. On Starter, everyone in the workspace uses a capture seat, and the **Viewer** option in the role menu shows **Unavailable for Starter plan**. To add Viewers, an admin changes the plan in [Settings → Billing](https://crm.lightfield.app/crm/settings/billing/); [Billing](/help/settings/billing/index.md) covers what Viewer seats cost.

Owners and admins add Viewers in [Settings → Members](https://crm.lightfield.app/crm/settings/members/).

Earlier plans can differ. [Check your workspace’s available features](/help/missing-feature/index.md).

## What a Viewer can and can’t do

A Viewer can:

- view the records they have access to, and dashboards
- ask the agent questions in chat

A Viewer can’t:

- create or edit records, notes or tasks, including a deal’s stage
- have the agent change records for them
- connect mail and calendar, record meetings, or use connectors, so **Mail and Calendar**, **Recording** and **Connectors** don’t appear in their Settings
- create or send sequences

Make someone a Member if they talk to customers or update deals: Lightfield captures their email and meetings, and they can edit records. Make someone a Viewer if they only need to look things up, such as a finance lead or an investor.

## Invite a Viewer

1. Go to [Settings → Members](https://crm.lightfield.app/crm/settings/members/).
2. Enter one or more emails in **Invite via email**.
3. Choose **Viewer** and click **Invite**.

The invite appears in the pending list as **Invited as Viewer**. When every capture seat is taken, the page says **Your workspace seats are filled, but you can still invite viewers**, so you can still add read-only teammates.

## Change a member to a Viewer

Changing someone to Viewer stops everything that runs through their mailbox, so check the dialog before you confirm.

1. In [Settings → Members](https://crm.lightfield.app/crm/settings/members/), open the person’s role menu and choose **Viewer**.

2. Read **Change \[name] to Viewer?**. It lists what applies to this person:

   - **Their email and calendar will stop syncing.**
   - Automations and sequences that send messages through them stop running.
   - Slack or Teams channels they linked to accounts or opportunities stop syncing.
   - Workspace API keys they created become invalid.
   - The accounts and opportunities they own, for your information. They stay the owner.

3. If they have tasks, next to **Reassign \[name]‘s \[n] tasks to**, pick a teammate in **Select member**. This is optional.

4. Click **Change to Viewer**.

To undo it, change their role back to Member. They then reconnect their own mail and calendar in [Settings → Mail and Calendar](https://crm.lightfield.app/crm/settings/mail-and-calendar/), and you turn back on any automations or sequences that stopped.

## Troubleshooting

### I can’t edit a record or change a deal’s stage

Your role is probably Viewer. Hovering a field shows **Your role can’t edit records**. Ask an owner or admin to change your role to Member in [Settings → Members](https://crm.lightfield.app/crm/settings/members/). Until then, tell a teammate who can edit what should change.

If the field instead shows **You don’t have permission to edit this record**, your role allows editing but the record’s permissions don’t; see [Groups and permissions](/help/settings/members/roles-and-permissions/index.md).

### I can’t find Mail and Calendar in Settings

Viewers don’t connect mailboxes, so the tab is hidden. If you need your email and meetings in Lightfield, ask an admin to make you a Member.

## Common questions

**How is a Viewer different from a Member?** A Viewer can view records and dashboards and ask the agent questions. A Member can also edit records, connect mail and calendar, and send sequences.

**Does a Viewer use a capture seat?** No. Viewers use a Viewer seat, and Lightfield doesn’t capture their email or meetings.

**Can a Viewer see everything in the CRM?** The Viewer role prevents changes; it doesn’t make all activity visible. Private email and meeting content follows its own visibility rules. See [Privacy and access](/help/privacy-and-access/index.md).