Roles & Permissions

Every workspace member has a role that determines what they can do. Roles follow a hierarchy from most to least privileged.

Role hierarchy


Owner > Admin > Editor > Researcher > Viewer

Each role includes all permissions of the roles below it.

Action	Viewer	Researcher	Editor	Admin	Owner
View documents	✅	✅	✅	✅	✅
Search library	✅	✅	✅	✅	✅
View collections	✅	✅	✅	✅	✅
Use AI features	❌	✅	✅	✅	✅
Upload documents	❌	❌	✅	✅	✅
Create collections	❌	❌	✅	✅	✅
Edit/delete documents	❌	❌	✅	✅	✅
Create/edit notes	❌	❌	✅	✅	✅
Invite members	❌	❌	❌	✅	✅
Remove members	❌	❌	❌	✅	✅
Change member roles	❌	❌	❌	✅	✅
Manage settings	❌	❌	❌	✅	✅
Manage billing	❌	❌	❌	❌	✅
Delete workspace	❌	❌	❌	❌	✅
Transfer ownership	❌	❌	❌	❌	✅

Admins and Owners can change member roles:

Admins cannot promote others to Owner: only the current Owner can transfer ownership.

Start with Researcher for most team members. It gives read + AI access without edit permissions
Use Editor for people who need to contribute documents and notes
Use Admin sparingly, only for people who manage the team