Account & Billing

Team roles reference

Full permissions matrix for every role.

Updated 2026-04-30rolespermissionsteam

The full role matrix.

Owner

Every permission. Manages billing. Manages integrations. Manages other users (including other Owners). Required: 2FA enabled.

Editor

Edits any draft. Does not send a filing. Market Fortress does not send filings. Edits Vault. Cannot manage billing. Cannot manage Owners. Asked to turn on two-factor authentication.

Reviewer

Reads everything. Comments and redlines. Cannot edit content directly. Cannot send a filing. 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 send a filing.

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 send a filing.

Screenshot

full permissions matrix table

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.