Roles
Every organization member has a role:| Role | What they can do |
|---|---|
| Admin | Manage members, groups, programs, and org settings. Access all programs. |
| Member | Access assigned programs. Create and edit data within those programs. |
Permission groups
For finer control, create permission groups to organize members and manage program access in bulk.How groups work
- Create a group — Give it a name (e.g., “Mechanical Team”, “Program Alpha”)
- Add members — Assign organization members to the group
- Assign programs — Grant the group access to specific programs
Managing groups
From the Admin Center > Groups tab:- Create, rename, or delete groups
- Add or remove members from a group
- Assign or revoke program access for a group