Client · Organization

Member roles and permissions.

Membership role controls what each client user can do inside the shared Client Dashboard. Auth role remains client.

  • Primary Contact

    Manage team · submit requests · respond to proposals · comment · approve / revision · download Master

  • Reviewer

    View · comment · request revision (no proposal approve, no Master download)

  • Stakeholder

    View · submit requests · comment · request revision

  • Approver

    View · submit requests · respond to proposals · comment · approve / revision · download Master

  • Observer

    View only (no comment, decisions, or downloads)