Managing Permissions
Control what team members can do
Changing a Member's Role
- Go to Team Settings — Navigate to your organization's team page
- Find the team member — Locate the person whose role you want to change
- Click their current role — A dropdown will appear with available roles
- Select the new role — Choose the appropriate permission level
Only owners and admins can change team member roles.
Permission Levels Explained
| Action | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View documents | Yes | Yes | Yes* | Yes* |
| Upload documents | Yes | Yes | Yes | No |
| Edit documents | Yes | Yes | Yes* | No |
| Delete documents | Yes | Yes | Own only | No |
| Invite members | Yes | Yes | No | No |
| Manage billing | Yes | No | No | No |
| Delete organization | Yes | No | No | No |
* Based on document-level sharing settings
Removing Team Members
To remove a team member from your organization:
- Go to Team Settings
- Find the member you want to remove
- Click the remove or delete option
- Confirm the removal
Removed members immediately lose access to all organization documents. Documents they uploaded remain in the organization.