Organization Roles
Written by Justin Sieger
Updated at February 18th, 2025
Explanation of Each Role Within an Organization
Owner
Can view, access, and edit all Organization proceedings.
Can invite, edit, or delete account memberships to Organization.
Can schedule proceedings.
Billing and analytics (Future Capability).
Manager
Can view, access, and edit all Organization proceedings.
Can invite, edit, or deactivate account memberships to Organization.
Can schedule proceedings.
Coordinator
Can view, access, and edit Organization proceedings.
Cannot invite, edit, or remove account memberships to Organization.
Can view or edit any linked case
Can schedule proceedings.
Member
Can only view, access, and edit Organization proceedings they are assigned as Host Role.
Their primary purpose is to be assigned as the Host for Organization proceedings.
Cannot invite, edit, or deactivate account memberships to Organization.
Cannot schedule proceedings.
Access to proceedings and assets will disappear when an individual is removed as a Manager, Coordinator, or Member.