🏷️ Roles

Roles define what a member can do in your organisation. They keep responsibilities clear: everyone gets exactly the control their job needs, nothing more.

Organisation roles

Role	What they do
Owner	Owns the organisation, its Organisation Recovery Key, its settings and its billing
Manager	Manages members and teams day to day, and can create plans, view the audit trail and see all plans
Member	Requests and uses plan access through their teams

There is exactly one Owner. Only the Owner holds the Organisation Recovery Key and manages settings, billing and the organisation data export.

What you can do	Owner	Manager	Member
Manage organisation settings, billing and subscription	Yes	No	No
Manage teams and members, and distribute the Organisation Key	Yes	Yes	No
View the audit trail	Yes	Yes	No
Export organisation data and logs	Yes	No	No
Create plans for the whole organisation	Yes	Yes	Through a team
View all plans, categories and plan access history	Yes	Yes	No

Team roles

Role	What they do
Team Admin	Manages a team, its members and its plans, and can create plan categories
Team Member	Uses the team's plans, and can create plans for the team

A member without a team cannot create plans: plans are created for teams. Creating a plan also requires that the member has claimed the Organisation Key.

Plan roles

Role	What they do
Plan Moderator	Approves or denies access requests for a plan
Plan Creator	The member who created a plan. On Data Backup plans always a moderator of that plan, and on Business Continuity plans the one who manages the Dead Man Switch

How roles combine

Roles combine: a member can be a Plan Moderator for one plan and a regular member elsewhere. The Plan Creator is not assigned: you become it by creating a plan.

The organisation roles (Owner, Manager) govern the organisation itself. The plan roles (Creator, Moderator) travel with each plan, so the person closest to the data decides who may see it. On Business Continuity plans the Plan Creator and the Owner cannot moderate, so moderation is always done by other members.

A practical starting point

• Owner: the founder or director
• Manager: an operations lead
• Team Admins: one per department
• Plan Moderators: chosen per plan, from the people who understand that data best