Roles & Permissions
Understand team roles, delegated permissions, and how to change member access.
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Understand team roles, delegated permissions, and how to change member access.
Every member of your organization has a role that determines what they can see and do.
Owners manage the organization:
The permission roles are Member, Admin, and Owner. Admins can manage lower-ranked members and assign job positions such as Volunteer. Available role choices depend on your own role and permission to manage members. Positions describe work; they do not grant account permissions.
Volunteers can claim eligible Volunteer or Mixed shifts, but cannot claim employee-only shifts. Admins can manage the tools their role permits. Approval, billing, volunteer attendance, and settings permissions can differ, so check the available controls rather than assuming every manager has the same access.
Members are your staff:
Roles can be delegated specific capabilities. Employee time-off and swap reviews require their respective approval permissions. Volunteer coverage and swaps require coordinator permissions, and Mixed employee/volunteer swaps require both review capabilities. Regular members can submit permitted requests but cannot make manager decisions.
Owners/admins have issue-deletion capability by default; other roles need explicit delegation to Delete, Restore or Purge issues. Deletion is recoverable until an explicit permanent purge. See Issue tracking.
The permission roles are Member, Admin, and Owner. Volunteer is a job position, not a permission role. Volunteer participants use Member permissions, while their participant type determines volunteer onboarding and shift eligibility. An admin can assign the Volunteer position from the member’s actions menu.
If a control is missing, ask your owner to check your assigned role. Changing onboarding categories or positions does not grant account permissions. The primary owner or an admin can transfer ownership after email verification. Only the primary owner can delete the team.
To hand off the organization entirely, use Transfer Ownership — this makes another member the primary owner and cannot be undone by you afterward.