Client Portal

Owner controls

Organization Admin

Manage the people and organization roles used across this portal.

Organization access

People & Permissions

Loading team access…

Products & workspaces

Team members & access

Organization roles control shared permissions. Every app, including Files & Assets, has its own access setting.

What the roles allow
OwnerProtected from removal or role changes here. Can manage the organization, team, files, and billing.
Organization AdministratorCan manage the organization and team, and view progress, services, billing, reviews, and support. Billing changes require permission from the owner. App access is assigned separately.
Organization EditorCan open the Apps Dashboard and use assigned apps. Each app’s role determines what they can do. Cannot open organization-management sections.
Organization View onlyCan open the Apps Dashboard and use assigned apps. Organization View only does not override an app’s separately assigned role. Cannot open organization-management sections.

Website Management: View only can read website information and assets. Editor can submit and edit website content and assets. These app roles do not grant access to organization management, billing, or support. These roles do not grant platform approval or deployment privileges.

Files & Assets: No access hides and blocks the file library. View only can read files. Editor and Administrator can add, change, and delete files.

Removing a member: Revokes organization membership, assigned app and website access, and any delegated billing permission.

Other products: No access removes the direct product assignment. View only, Editor, and Administrator capabilities depend on the product. Organization Administrator does not automatically grant every product role. Only the owner can grant billing changes to an administrator; demoting or removing that administrator clears the grant. Platform administrators may have additional support access.

Opening team access…