Users
Changing someone's role
Give a person a different default role or a custom role, and what each default role allows.
Step 1
The role button
Every card under Users has a role button showing the person's current role, or a custom role's name with its colour. Press it to open Assign Role.
Sam Lee
activesam@example.com
Step 2
Pick a default role
Under Org Role, press the role they should have. The change is saved straight away, with no confirmation.
Assign Role
Org Role
Moderator
Delete and manage any file or folder
Contributor
Create and manage forms
Member
Submit and view forms
Custom Roles
Step 3
What you can and cannot change
Nobody can make someone the Owner here, and the Owner's own role is fixed. An Admin cannot make someone an Admin or change an Admin's role; their button is greyed out. Only the Owner manages Admins.
Alex Morgan
activealex@example.com
Step 4
Or give a custom role
Custom Roles lists the roles you have built. Picking one replaces their default role completely. An Owner or Admin has to be moved to Moderator, Contributor or Member first; the Owner sees this when opening an Admin's role.
Assign Role
Org Role
Admin
Manage users and settings
Moderator
Delete and manage any file or folder
Contributor
Create and manage forms
Member
Submit and view forms
Custom Roles
Move this user to Moderator, Contributor, or Member first to assign a custom role.
Step 5
What each default role allows
Members upload and manage their own files, chat, use personas and hubs on basic models. Contributors also edit folders, make up to 5 private personas and use standard models. Moderators can act on everyone's files, see access lists, share chats, use committee mode and image generation, and share personas. Admins can do everything but Billing; the Owner can do everything.
Default Roles
Everyone holds exactly one role: one of these, or a custom role below in its place
Owner
Full control of the organization, including billing
Admin
Manages users, groups, and roles across the organization
Moderator
Can act on documents and folders beyond their own
Contributor
Can create and edit content across the organization
Member
Standard access to their own content and org resources
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Organization
Where the Organization page is, what each section is for, and what Overview tells you.
Adding people to your organization
Create an account for a colleague, choose their role, and send them the welcome email.
Managing people: details, access and removal
Find someone, see what they can reach, change their details, and deactivate or delete them.