Team Security

Control Who Can Do What

Granular role-based permissions ensure the right people have the right access. Security and accountability, built in.

Four Roles, Clear Boundaries

Owner

Full control over team and all templates

Editor

Create and edit templates, start runs

Executor

Start and complete runs, view templates

Viewer

Read-only access to templates and runs

Permission Matrix

Detailed breakdown of what each role can do.

ActionOwnerEditorExecutorViewer
View templates
View runs
Start runs
Complete steps
Add notes to runs
Create templates
Edit templates
Delete templates
Invite members
Change member roles
Delete team

How to Manage Roles

1

Go to Team Settings

Navigate to your team and click "Settings" in the team header.

2

Find the Member

Locate the team member whose role you want to change.

3

Select New Role

Use the dropdown to assign a new role. Changes take effect immediately.

Ready to Secure Your Team?

Set up roles and permissions to keep your templates and runs secure.