Acquisity User Roles

This document details the four organization-level roles in Acquisity and what each one can and cannot do.

Quick Summary (Permission Matrix)

Capability	Owner	Admin	Member	Client
View data	Yes	Yes	Yes	Yes
Edit data	Yes	Yes	Yes	No
Delete data	Yes	Yes	No	No
Invite members	Yes	Yes	No	No
Export data	Yes	Yes	Yes	Yes
Perform mutations (create/update/delete)	Yes	Yes	Yes	No
Access Client Portal	Yes	Yes	No	Yes
Manage billing (subscriptions, payments)	Yes	No	No	No
View billing details	Yes	Yes	No	No
Manage billing account settings	Yes	Yes	No	No
Create client organizations	Yes	Yes	No	No
Delete client organizations	Yes	No	No	No
Delete workspace	Yes	No	No	No
Cancel/reactivate subscription	Yes	Yes	No	No
Access Workflows	Yes	Yes	Yes	No
Mutate Workflows	Yes	Yes	Yes	No
CRM (Notes, Deals, Tasks, Comments) - Read	Yes	Yes	Yes	Yes (scoped)
CRM - Create/Edit/Delete	Yes	Yes	Yes	No
Email Templates - Manage	Yes	Yes	No	No

The Owner is the highest-privilege organization role. There is typically one Owner per workspace (the creator).

Unique to Owner:

Manage billing -- only Owners can manage the organization's billing account (subscriptions, payment methods).
Delete the workspace -- only Owners can delete the entire workspace/organization.
Delete client organizations -- only Owners can remove client sub-organizations from a billing account.

Shared with Admin: