System roles
| Role | Notes |
|---|---|
| Super admin | Full access to everything in the organization - all settings, all data, all actions. There is always at least one Super Admin per org. |
| Admin | Org-level access. Can manage users, configurations, portfolios, and approve initiatives. Cannot manage billing or roles and permissions (Super Admin only). |
Contributor levels
Contributors are invited at a specific level (Portfolio, Product, or Initiative) and assigned either Editor or Viewer access at that level. Access is inherited downward: a Portfolio contributor automatically gets the same access type on all products and initiatives within that portfolio.| Level | Notes |
|---|---|
| Portfolio | Invited at the portfolio level. Gets access to that portfolio and all products and initiatives within it. |
| Product | Invited at the product level. Gets access to that product and all initiatives within it. |
| Initiative | Invited at the initiative level. Gets access to that specific initiative only. |
Organization-level permissions matrix
Portfolio-level permissions
Product-level permissions matrix
Initiative-level permissions matrix
