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Team & permissions / Help guide

Understand organization roles and permissions

Give team members only the actions their work requires.

1 min readPublished 18 October 2026

Use Roles & access

An organization role controls actions such as viewing team activity, managing members, handling customers, or billing. Owners and fixed administrators have protected system roles. Custom roles can be edited for a narrower job.

  • Open Roles & access in the web dashboard to inspect current grants before assigning a role.
  • Changing a custom role’s grants affects members who use that role.
  • Managing the role definitions themselves is reserved for eligible system owner or admin accounts; a custom role cannot grant itself that authority.
  • Your assigned organization role determines your access to its workspace.