Permissions

Understand and manage permissions to control access to your content and platform features.

Permission Levels

The platform uses a role-based permission system with four main roles:

Owner:

• Full control over the organization
• Can manage billing and subscription
• Can delete the organization
• Can manage all team members and roles
• Has access to all content and features

Admin:

• Can manage team members (except owners)
• Can manage content and folders
• Can configure integrations
• Can access most settings
• Cannot manage billing or delete organization

User:

• Can create and manage their own content
• Can view shared content
• Can use all core features
• Cannot manage team or organization settings
• Limited access to advanced features

Billing:

• Can manage billing and subscription
• Can view usage statistics
• Cannot manage content or team members
• Typically used for finance/accounting roles

Owner Permissions

Owners have the highest level of access:

Organization Management:

• Create and delete organization
• Manage organization settings
• Configure organization-wide preferences
• Set organization limits and quotas

Billing Management:

• View and manage subscription
• Update payment methods
• View billing history and invoices
• Manage usage and limits

Team Management:

• Invite and remove team members
• Assign and change roles
• Manage team permissions
• View all team activity

Content Access:

• Access all content in the organization
• Override content permissions
• Manage all folders and tags
• Delete any content

Admin Permissions

Admins can manage most aspects of the platform:

Team Management:

• Invite team members (except owners)
• Assign roles (except owner and billing)
• Remove team members (except owners)
• View team activity

Content Management:

• Create and manage folders
• Manage tags organization-wide
• View and manage all content
• Configure sharing settings

Integration Management:

• Connect and configure integrations
• Manage integration settings
• View integration logs and status

Settings Access:

• Configure platform settings
• Manage notification preferences
• Set up automation rules
• Cannot access billing settings

User Permissions

Users have standard access for daily work:

Content Creation:

• Upload recordings
• Create meetings
• Create folders (within their permissions)
• Add tags to content

Content Management:

• Edit their own content
• Delete their own content
• Share content with others
• Organize content in folders

Feature Access:

• Use AI features (chat, summaries, prompts)
• View transcripts and analytics
• Export content
• Use search and filtering

Limitations:

• Cannot manage team members
• Cannot access organization settings
• Cannot configure integrations
• Limited access to advanced analytics

Billing Permissions

Billing role is specialized for financial management:

Billing Access:

• View subscription details
• Update payment methods
• Download invoices
• View billing history
• Manage subscription plans

Usage Monitoring:

• View organization usage statistics
• Monitor recording hours
• Track storage usage
• View team member limits

Limitations:

• Cannot access content
• Cannot manage team members
• Cannot configure settings
• Read-only access to most features

Permission Management

Manage permissions for your organization:

Assigning Roles:

1. Navigate to Settings → Team Management
2. Find the team member
3. Click "Edit" or the role dropdown
4. Select the appropriate role
5. Save changes

Role Changes:

• Roles can be changed at any time
• Previous permissions are immediately revoked
• New permissions take effect immediately
• Role changes are logged for audit purposes

Permission Inheritance:

• Content permissions may inherit from folders
• Team permissions apply organization-wide
• Sharing permissions override default permissions

Best Practices:

• Assign minimum necessary permissions
• Regularly review role assignments
• Use the Billing role for finance team members
• Keep Owner role limited to essential personnel