- Help Centre
- Login & Account
- Organizations
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