Organization Roles & Permissions
TemplateDocs uses a role-based access control system to manage what each organization member can do. This ensures proper security while allowing flexible collaboration within your team.
Role Overview
Organizations support four distinct roles, each with specific permissions:
| Role | Description | Key Permissions |
|---|---|---|
| Owner | Full control of the organization | All permissions + billing management |
| Admin | Organization management | Member management + API keys + statistics + template and workflow management |
| Editor | Template, document, and workflow management | Create, edit, delete templates and workflows + generate documents |
| Member | Basic usage | View templates and workflows + generate documents |
Detailed Permissions
The following table shows what each role can do:
| Action | Owner | Admin | Editor | Member |
|---|---|---|---|---|
| Document Generation | ||||
| Generate documents | ||||
| Workflow Execution | ||||
| Execute workflows | ||||
| Template Management | ||||
| View templates | ||||
| Create templates | ||||
| Edit templates | ||||
| Delete templates | ||||
| Workflow Management | ||||
| View workflows | ||||
| Create workflows | ||||
| Edit workflows | ||||
| Delete workflows | ||||
| Statistics & Analytics | ||||
| View own statistics | ||||
| View organization statistics | ||||
| API Management | ||||
| View API keys | ||||
| Manage API keys | ||||
| Member Management | ||||
| Invite new members | ||||
| Remove members | ||||
| Change member roles | ||||
| Organization Management | ||||
| Update organization details | ||||
| Manage organization billing | ||||
| Delete organization |
Changing Roles
To change a member's role:
- Go to the organization settings
- Navigate to the Members section
- Find the member you want to update
- Click the edit button next to their name
- Select the new role
- Confirm the change
Role changes take effect immediately. The member will see their new permissions the next time they refresh the page.
