Reference

Roles and permissions

Every capability a workspace Admin or Member holds, what each of the four project roles can do, and why a page can report not found.

There are two roles at workspace level and four inside a project, and one rule joins them: workspace membership opens no project on its own. This page lists every capability each role holds. It does not cover what a plan includes, or what anything costs.

The two workspace roles

Admin holds every workspace capability; Member holds none of them. There is no third role and no partial one: a member's work happens entirely inside the projects they have been added to.

CapabilityAdminMember
See the list of members and outstanding invitationsYesNo
Invite someone, change their role, remove themYesNo
Change workspace settings, including the name and logoYesNo
Open Billing: the plan, the seat position and the invoicesYesNo
Change the plan, the seat count and the payment methodYesNo
See how much the workspace has spent this periodYesNo
See every member's spend, not only their ownYesNo
Create a projectYesNo
Lead every project without being added to oneYesNo
Export the workspace, or schedule it for deletionYesNo

A member who opens a workspace-level page does not meet a disabled button: Billing is not in their settings rail at all, and the members list refuses them. Creating a project is an Admin capability because it commits the whole workspace to a plan allowance, which is not a member's decision to spend.

The four project roles

Project roles are cumulative: each one holds everything the row below it holds, plus its own line. They are set per project, on the project's own Members table.

CapabilityLeadEditorCommenterViewer
Read the project's evidence, themes, findings and briefsYesYesYesYes
Comment, react and voteYesYesYesNo
Edit briefs and other content, including the roadmap and transcriptsYesYesNoNo
Add, sync and delete the project's sourcesYesYesNoNo
Use Chat, including InvestigateYesYesNoNo
Add and remove the project's membersYesNoNoNo
Change project settingsYesNoNoNo
Delete the projectYesNoNoNo

Using Chat spends the workspace's tokens, which is why it sits with the two editing roles rather than with reading.

How the two levels meet

A workspace Admin is a Lead on every project without appearing on any project's members table. That is one capability from the first table, not a membership row, so an admin cannot be removed from a project and never shows up in its list.

The reverse does not hold. A Member can be a project Lead — running a project outright, adding people to it and deleting it — while holding nothing at workspace level. Role at one level says nothing about role at the other.

Rules the interface does not show

Three refusals happen on the server, with no greyed-out control to warn you first.

RuleWhat you see
A workspace keeps at least one AdminThe last admin cannot be made a Member or removed, and the attempt is refused
Nobody changes their own membershipYour own row carries no actions menu, and Remove from organization on your own page is refused
A source or a brief belongs to one projectReaching one from a project you are not on fails as though it were not there

Why a page says not found rather than refused

A workspace or project you are not a member of reports not found, not not allowed, on purpose: an error that distinguishes the two would confirm that the thing exists. Refusals split three ways.

What happenedWhat comes back
You are not signed in401 — sign in and try again
You are signed in, and your role does not hold the capability403 — ask an Admin, or a project Lead
The thing is in another workspace, or in a project you are not on404 — existence is never confirmed

So a 404 on a link a colleague sent you usually means you are not on that project, rather than that the page has gone.

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