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Understand access levels and choose the right role for each user. Roles control what a user can see, what they can do, and which areas of the system they can access. Roles are assigned when a user is created and can be reviewed anytime.

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What roles control

A user’s role determines:
  • Which modules they can access
  • Which actions they can perform
  • How much control they have over system settings and data

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When to use this

Use this page when you need to:
  • Understand what each role means
  • Decide which role to assign to a user
  • Compare access levels between roles
  • Review permissions before granting access

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Available roles

Organization Owner

Highest level of access with full control across the system.

Organization Admin

High access for managing users and settings, without owner-level control.

Standard User

Access to assigned modules with limited settings access.

Limited User

Minimal permissions for restricted or external access scenarios.

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Organization Owner

  • Full control over the entire system
  • Can manage billing, settings, users, and all modules
  • Highest level of access

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Organization Admin

  • Can manage users and system settings
  • Can access all or most modules depending on configuration
  • Cannot override ownership-level controls

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Standard User

  • Can access assigned modules only
  • Can perform day-to-day operations
  • Limited access to system configuration

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Limited User

  • Restricted access to specific features only
  • Minimal permissions
  • Used for external or constrained-access users

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How roles are assigned

Roles are assigned during user creation. After assignment, the role determines:
  • What modules the user can access
  • What actions they can take inside each module
  • What system-level settings and data they can control

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What to be careful about

Assign roles using least-privilege: give the minimum access needed to do the job.
  • Assigning a higher role than needed increases security risk
  • Assigning a lower role may block required work
  • Role selection directly affects the user’s experience and available workflows
Last modified on June 19, 2026