Roles & Permissions Overview

👑 Owner

• The account owner who has full administrative control.
• Only the Owner can manage subscriptions (upgrade, downgrade, or cancel).
• Has access to all portal features and data.

⚙️ Admin

• Has access to all features and settings, except for subscription management.
• Can modify account settings, invite team members, and manage organization-wide preferences.

👥 Supervisor

• Can view and manage all content within the organization.
• Has access to all chats, handbooks, and resources created by any team member.
• Cannot modify account settings or subscriptions.

👤 User

• Can only access the content they create:
  • Chats
  • Handbooks
  • Resources
• Cannot view or edit content created by other team members.
  

How to Manage User Roles?

🔹 To assign or change a user’s role, see How Do I Invite and Manage Team Members?

🔹 To transfer account ownership, see How Do I Transfer Account Ownership?

Troubleshooting & Additional Help

• Why can’t I see certain content?

  • If you’re a User, you can only see content you created.
  • If you need broader access, ask your Admin or Owner to change your role.

• Need to manage roles? Only Owners and Admins can update roles.

• Still have questions? Contact the Support Team for assistance.