> ## Documentation Index
> Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Member Roles

> Understanding organization roles and permissions

## 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.

<Steps>
  <Step title="Go to Members">
    Navigate to **Settings** → **Members**.
  </Step>

  <Step title="Find Member">
    Locate the member in the Members list.
  </Step>

  <Step title="Click Menu">
    Click the three-dot menu next to the member.
  </Step>

  <Step title="Select Change Role">
    Click **Change role**.
  </Step>

  <Step title="Choose New Role">
    Select the new role from the dropdown.
  </Step>

  <Step title="Confirm">
    Click **Update** to apply the change.
  </Step>
</Steps>

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.

<Steps>
  <Step title="Go to Members">
    Navigate to **Settings** → **Members**.
  </Step>

  <Step title="Find Member">
    Locate the member in the list.
  </Step>

  <Step title="Click Menu">
    Click the three-dot menu.
  </Step>

  <Step title="Select Remove">
    Click **Remove**.
  </Step>

  <Step title="Confirm">
    Confirm the removal in the dialog.
  </Step>
</Steps>

**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

<Warning>
  An organization must have at least one Admin. You cannot remove the last Admin from an organization.
</Warning>

***

## 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                                   |

<Note>
  Organization Admins automatically have Admin access to all projects. Members need to be explicitly added to each project.
</Note>

***

## 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

<AccordionGroup>
  <Accordion title="Limit Admin roles">
    Keep the number of Admins small. Most users should be Members with project-specific access.
  </Accordion>

  <Accordion title="Use least-privilege principle">
    Give members only the access they need. Start with Member role and upgrade if necessary.
  </Accordion>

  <Accordion title="Review roles regularly">
    Periodically audit member roles and remove unnecessary elevated permissions.
  </Accordion>

  <Accordion title="Document role assignments">
    Keep track of why certain people have the Admin role.
  </Accordion>

  <Accordion title="Have backup Admins">
    Ensure at least two people have Admin access in case one is unavailable.
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Cannot change a member's role">
    You need Admin permissions to change roles. Check your own role in the Members list.
  </Accordion>

  <Accordion title="Cannot remove the last Admin">
    Organizations must have at least one Admin. Promote another member to Admin before leaving or being removed.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Role change not taking effect">
    The member may need to refresh their browser or log out and back in for changes to take effect.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Member Invites" icon="envelope" href="/organizations/settings/members/invites">
    Invite new members to your organization.
  </Card>

  <Card title="General Settings" icon="cog" href="/organizations/settings/general">
    Configure organization basics.
  </Card>

  <Card title="Security" icon="shield" href="/organizations/settings/security/sso">
    SSO and audit log settings.
  </Card>

  <Card title="Leave Organization" icon="door-open" href="/organizations/settings/leave-organization">
    How to leave an organization.
  </Card>
</CardGroup>
