What are the user roles in an Organization?

Organization Owner
  • Can invite new users to the Organization (provided they are also Workspace Owners or Workspace Admins)
  • Can view full list of members within the Organization
  • Can view and update Organization settings
  • Can create and update tags, set up workflows and automation rules
  • Can view, upload and take action* on documents

 

Organization Admin

  • Holds the same access as Organization Owner (usually serves as a back up role)

 

Organization Employee

  • Restricted access to overall Organization
  • Can upload and edit documents within their designated Organization only

 

*Actions include: Uploading new documents, viewing document details, editing document, approving document, leaving comments on document, and exporting document