Roles and permissions

Console roles control the company. Workspace roles control each module.

Console roles

• Owner: full control of the company, including billing.

• Admin: manage users and workspaces.

• Billing admin: billing only.

• Viewer: read-only.

Workspace roles

Inside a workspace, a role decides which modules someone can see and whether they can edit them. Every workspace starts with a set of default roles for its type, and admins can create their own.

• Set roles up in the workspace's settings, or start from the templates under Console → Users & Access → Roles.

• Permissions are per module, usually View or Edit, with finer controls where they matter, such as documents or payments.

• Someone with view-only access sees the information but can't change it.