Three layers of access
Organization-level roles
| Role | Description |
|---|---|
| Org Admin | Full access to organization-wide configuration — Managing Users, Managing Units, Managing Calendars, Managing KPIs, and Managing Org Settings — plus admin-gated capabilities inside features, like managing Initiative Categories and Statuses and managing available Project Statuses. |
| Org Member | The default role. No org-wide configuration access — what a Member can see or do inside any given Initiative, Project, Target, etc. comes entirely from their context-level role there. |
[TODO] A third role, “Power Member,” came up in dictation and was then walked back to just these two — unconfirmed whether it's a real (possibly upcoming) role or a slip. Needs checking before it's ruled out for good.
Context-level roles
Most contexts — Initiatives, Templates, and others — use the same three-tier pattern. Meetings use a different pair suited to scheduling.
Owner, Editor, Viewer
This pattern is confirmed on Initiatives and Meeting Templates. Targets and Projects currently document Owner and Editor only — whether a Viewer tier exists there too isn't confirmed yet.
Organizer and Participant (Meetings)
Meetings use their own pair instead of the Owner/Editor/Viewer pattern: Organizers are a meeting's editors, and Participants are invited attendees without edit rights. See Creating a Meeting.
Approver (Target Houses)
A Target House also has an Approver: the person, or group of people, who can approve it for the Fiscal Year. Approvers default to the Unit's approvers, set in Managing Units, but can be changed on the Target House. Approving is a separate responsibility from managing: Owners and Editors request approval, and Approvers review the request and approve it or send it back with comments. See Requesting Target House Approval.
Responsible person — not a permission role
Fields like Responsible person (on Tasks, Milestones, To-dos) or Owner on a Target's off-track report just record who's driving a specific piece of work. They're assignment fields, not access grants — being the Responsible person on a Task doesn't by itself make you an Editor of the Project it lives in.
Visibility: Public and Confidential
Roles control who can manage something. A separate setting controls who can see it. Most contexts — Initiatives, Projects, Wikis, Templates, and more — are either Public or Confidential, and this works independently of the Owner/Editor/Viewer roles above.
Where it applies
Visibility is set on the context itself — for example when creating a Project, or from the member management dialog of an Initiative. It also applies to items inside a context: Decisions and To-dos can be Confidential even on a Public context, in which case only members of the context can see them. Meetings are the exception: they're confidential by default, with no Public option.