Overview
Organization roles determine what actions members can perform within the organization and its projects. Understanding roles helps you grant appropriate access to team members.Available Roles
Admin
Full administrative access including managing members, settings, and organization deletion.| Capability | Access |
|---|---|
| View organization | Yes |
| Create projects | Yes |
| Delete projects | Yes |
| Invite members | Yes |
| Remove members | Yes |
| Change member roles | Yes |
| Update organization settings | Yes |
| Manage security settings | Yes |
| Delete organization | Yes |
Member
Standard access with permissions determined at the project level.| Capability | Access |
|---|---|
| View organization | Yes |
| Create projects | No |
| Delete projects | No |
| Invite members | No |
| Remove members | No |
| Change member roles | No |
| Update organization settings | No |
| Manage security settings | No |
| Delete organization | No |
Role Comparison Matrix
| Action | Admin | Member |
|---|---|---|
| View organization | ✓ | ✓ |
| View projects list | ✓ | ✓ |
| Access assigned projects | ✓ | ✓ |
| View organization entities | ✓ | ✓ |
| Create projects | ✓ | ✗ |
| Delete projects | ✓ | ✗ |
| Access organization settings | ✓ | ✗ |
| Invite members | ✓ | ✗ |
| Remove members | ✓ | ✗ |
| Change member roles | ✓ | ✗ |
| Configure SSO | ✓ | ✗ |
| Configure audit logs | ✓ | ✗ |
| Leave organization | ✓ | ✓ |
| Delete organization | ✓ | ✗ |
Changing Member Roles
Only Admins can change member roles.
The role change takes effect immediately.
Role Change Dialog
When changing a role, you’ll see:| Field | Description |
|---|---|
| Member Name | The member whose role is being changed |
| Member Email | Their email address |
| Current Role | Their existing role |
| New Role | Dropdown to select the new role |
Removing Members
Admins can remove members from the organization.
When a member is removed:
- They immediately lose access to the organization
- They lose access to all projects within the organization
- Their past actions remain in activity logs
- They can be re-invited later if needed
Project-Level Permissions
Organization roles determine organization-level access. Within projects, the same two roles apply:| Project Role | Capabilities |
|---|---|
| Admin | Full project access, can delete project, manage members |
| Member | Can view project data |
Organization Admins automatically have Admin access to all projects. Members need to be explicitly added to each project.
Role Recommendations
When to Use Admin
- Organization creator
- Department heads
- Team leads
- IT administrators
- People who need to manage members and settings
When to Use Member
- Regular team members
- External collaborators
- Contractors
- Anyone who only needs project access
Best Practices
Limit Admin roles
Limit Admin roles
Keep the number of Admins small. Most users should be Members with project-specific access.
Use least-privilege principle
Use least-privilege principle
Give members only the access they need. Start with Member role and upgrade if necessary.
Review roles regularly
Review roles regularly
Periodically audit member roles and remove unnecessary elevated permissions.
Document role assignments
Document role assignments
Keep track of why certain people have the Admin role.
Have backup Admins
Have backup Admins
Ensure at least two people have Admin access in case one is unavailable.
Troubleshooting
Cannot change a member's role
Cannot change a member's role
You need Admin permissions to change roles. Check your own role in the Members list.
Cannot remove the last Admin
Cannot remove the last Admin
Organizations must have at least one Admin. Promote another member to Admin before leaving or being removed.
Member can't access settings
Member can't access settings
Members don’t have access to organization settings. They need to be upgraded to Admin or have an Admin make changes for them.
Role change not taking effect
Role change not taking effect
The member may need to refresh their browser or log out and back in for changes to take effect.
Related Documentation
Member Invites
Invite new members to your organization.
General Settings
Configure organization basics.
Security
SSO and audit log settings.
Leave Organization
How to leave an organization.