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Manage Roles & Permissions

Control what each team member can do in your organisation.

Roles Summary

PermissionViewerEditorOwner
View risksYesYesYes
Create risksNoYesYes
Edit risksNoYesYes
Delete risksNoNoYes
Invite membersNoNoYes
Change rolesNoNoYes
Manage billingNoNoYes

Changing a Member's Role

  1. Go to Team settings — Click your name → "Team"
  2. Find the member in the list
  3. Click the role dropdown next to their name
  4. Select the new role
  5. Changes take effect immediately

Note: You need Owner role to change other members' roles.

Removing a Member

  1. Go to Team settings
  2. Find the member
  3. Click "Remove"
  4. Confirm the removal

Removed members lose access immediately. Their risk entries and assessments remain in the system.