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Organization roles
Organization roles

As an owner of an organization, you can assign roles to each member of your organization. This article explains the capabilities of each.

M
Written by Matthew Kowalski
Updated over a month ago

There are a few different roles you can assign to members when setting up your organization. While most should just be assigned the "member" role, you may want to give coaches, staff, practitioners, or other members of your organization other roles, granting them permissions to perform more activities within your org.

The following table outlines what each role can and cannot do within an organization. Note: There can only be one Owner of an organization, a role automatically assigned to whoever created the organization and initiated a trial or billing plan.

Owner

Admin

Manager

Member

Description

Organization creator + all permissions

Most permissions to manage the organization

Limited management permissions, no billing access

No organization permissions; can only manage their own account

Organization Changes

Can transfer ownership, update org name and logo, and delete the organization.

Can update org name and logo.

None

None

Billing and Payments

Can view billing details, update plans, and cancel or start a subscription.

Can view billing details.

None

None

Member management

Can view member list, invite new members, change roles, and remove members

Can view member list, invite new members, change roles, and remove members

Can view member list and invite new members

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