Roles, and what each gives an assistant

Every member of an organization has one role. A person’s assistant acts with exactly that person’s role: it can never do more than the person could.

Role	Can
Owner	Everything, including renaming, handing over or deleting the organization.
Admin	Everything an owner can, except renaming, handing over or deleting the organization, and deciding which accounts it manages by email domain.
Member	What your access rules allow. By default: read the team’s space, and everything in their own space.

Owners and admins can see and change everything in the organization, members’ own spaces included.

Your own roles

On the Roles & Groups tab you can add roles of your own, such as recruiter or finance, and give people those roles when you invite them. A custom role gives nothing by itself; you decide what it can reach with access rules. If your company signs in through its own identity provider, the roles it assigns arrive here too.

Instructions for a role

Each role can carry instructions: text that every assistant of a person with that role receives whenever it opens the workspace. Use it for what that role should always know or always do:

• “Recruiters: check the client’s exclusions list before shortlisting anyone.”
• “Finance: never change a price list without a note saying why.”

Write them in plain language, as you would brief a new colleague. Open a role’s settings (the … beside it) on the Roles & Groups tab to edit them. The same page sets the role’s home page, the dashboard its people land on, and what they can open in the web app.