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.
| Action | Owner | Editor | Executor | Viewer |
|---|---|---|---|---|
| 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.