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Roles and permissions

Keelo uses role-based access. Some actions in this guide require specific roles within your organisation.

Roles​

  • Viewer — can view appointments and creditor data, but cannot make changes.
  • Editor — can perform most day-to-day actions: creating creditors, admitting claims, creating meetings, managing voting matters, sending access codes.
  • Admin — everything Editors can do, plus destructive actions like deleting a meeting or deleting a creditor, and managing team members.
  • Owner — full access to organisation-level settings.

Where roles are assigned​

Roles and permissions

Roles are assigned per organisation, not per appointment. Your role applies to every appointment your organisation manages. To change a team member's role, an Admin or Owner uses the Team page (in the admin section of the sidebar).