Team roles reference
Full permissions matrix for every role.
The full role matrix.
Owner
Every permission. Manages billing. Manages integrations. Manages other users (including other Owners). Required: 2FA enabled.
Editor
Edits any draft. Submits to EDGAR. Edits Vault. Cannot manage billing. Cannot manage Owners. Required: 2FA enabled.
Reviewer
Reads everything. Comments and redlines. Cannot edit content directly. Cannot submit. Common role for board members.
Counsel (external)
Magic-link access. Scoped to specific filings or registers. Comments, redlines, accepts/rejects redlines. Cannot edit Vault. Cannot submit.
Auditor (external)
Magic-link access. Read-only Vault and Financials. Read-only audit trail. Comments allowed.
IR
Edits press releases. Edits 8-K Item 7.01 furnishings. Edits earnings module. Cannot edit Vault. Cannot submit other filings.
Custom roles
Enterprise plan only. Contact your CSM to define a custom role with specific permissions.
Switching a user's role
Settings > Team > Edit User > Change Role. Effective immediately. Audit trail logs the change.