Understanding roles and permissions

Roles and Permissions

Control what team members can do.

Available Roles

**Owner** — Full control, billing access

**Admin** — Manage team, templates, settings

**Member** — Create and edit documents

**Viewer** — Read-only access

Permission Matrix

ActionOwnerAdminMemberViewer

|--------|-------|-------|--------|--------|

Create documents✓✓✓✗Edit own documents✓✓✓✗Delete documents✓✓Own only✗Manage templates✓✓✗✗Invite members✓✓✗✗Manage billing✓✗✗✗Organization settings✓✓✗✗

Changing Roles

Owners and Admins can change member roles in **Team** settings.