Documentation
Members & roles
Five roles with different levels of access and responsibility
Every person in a workspace has a role that controls what they can see and do. Roles are assigned when someone joins (from the invite) and can be changed by owners and admins.
The five roles
Owner
Full control. Creates the workspace, manages everything, can transfer ownership. Only one owner per workspace.
Admin
Day-to-day management. Can invite members, manage credits, change roles (except other admins), and configure settings.
Manager
Team oversight. Can view the dashboard and people analytics, allocate credits to members. Cannot invite or change workspace settings.
Member
Standard participant. Plays roadmaps, views own progress, participates in chats. Cannot see dashboard or manage others.
Guest
Limited access. Same as member but with even fewer privileges. Used for temporary or external participants.
What each role can do
People tags
Owners and admins can create custom tags (like departments, cohorts, or skill groups) and assign them to members. Tags help filter analytics and organize large workspaces. They're visible in the people page and can be used to segment reports.
Choosing the right role
Start most people as Members. Promote to Manager if they need to see team progress. Use Admin for people who help run the program day-to-day. Keep Owner for the person ultimately responsible.