Governance & Team
Manage team roles
Roles decide what a person can change. They are set per person at account level, on the Team tab.
Owner and Admin manage the account: team, billing, brand and domains, templates, and the audit log.
Integration Lead can create projects and edit inside them, and can download the restricted TSA documents, but cannot touch billing.
Team Member edits project content. Observer reads it.
Portfolio Executive and Portfolio Analyst are read-only roles for people who want the cross-project picture rather than one deal.
A non-admin who follows a link to an admin-only settings tab lands on their own General tab rather than on a blank page. That is deliberate, not a bug.
Governance & Team
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