Team roles: Owner, Editor, and Viewer

Each member of your workspace has one of three roles. The person who created the account is the Owner.

Owners can do everything: manage billing and seats, invite and remove members, change roles, rename the workspace, and add or edit grants, awards, and documents.

Editors can do the day-to-day work — move grants across the board, add notes and checklists, update budgets and reports in the Grant Portfolio, and upload vault documents — but they can't manage billing, seats, or members.

Viewers get read-only access. They can see the board, portfolio, reports, and calendar, which is ideal for board members, finance staff, or leadership who just need visibility.

The owner can change a member's role or remove them entirely from the Team page at any time. Removed members immediately lose access to the workspace.