Roles and permissions

Understand how to effectively manage team roles and permissions to maintain security while enabling productive collaboration.

Role Overview

Understanding the different roles and their capabilities in your organization

Role	Description	Key Permissions
Owner	Full access to all features and settings	Manage organization settings Invite and remove team members Access billing and subscription Manage integrations and API keys Delete organization
Admin	Administrative access with some restrictions	Manage team members and roles Access most organization settings Manage projects and documents View billing information Manage integrations
Member	Standard team member access	Access assigned projects Create and edit documents Participate in team collaboration View team directory Manage personal settings

Control which projects team members can view and edit

Manage access to organizational documents and files

Control access to administrative and management features

Give team members only the minimum access needed for their role

Periodically review and update team member permissions as roles change

Clearly define what each role can and cannot do within your organization

Create specific roles for unique positions in your organization

Great! You now understand how to manage roles and permissions effectively. Next, learn about onboarding workflows to welcome new team members.