Administrators and owners have extra controls for running the organisation. These are found in two places:
  • Organisation Settings — open it from the organisation switcher at the top of the sidebar.
  • Admin-only sidebar itemsAssignments and Audit & Evidence.
These functions require the admin or owner role. Standard members won’t see them. Roles are managed under Managing users.

Administration areas

Organisation details

Name, domain and branding.

Inviting users

Bring your team into the organisation.

Managing users

Roles, activation and access.

Assignments

Allocate SOPs to people and teams.

Audit & Evidence

Prove SOPs were used and their outcomes.

Import / Export

Move SOPs in and out.

Subscription & billing

Plans, trials and invoices.

AI configuration

Connect and configure AI/LLM.

The role model

RoleTypical access
ViewerRead procedures.
MemberRun and complete SOPs and tasks.
ManagerMember access plus broader oversight.
AdminFull organisation configuration.
OwnerEverything, including billing and ownership.