Global Account Roles and Permissions

Learn about the permissions assigned to each of Boardable's three system-wide user types

About Account Roles

Roles, also known as user types, are the most important designation within Boardable. Roles determine the resources users can access and the actions they can perform in the platform. Users are assigned to one of three roles during the account creation process: admin, member, or observer.

This diagram shows the hierarchy of Boardable's account roles, including automatic assignments (solid arrow) and optional assignments (dotted arrow).

account-roles-chart

Admin Permissions

Admins enjoy the highest level of permissions in an organization. With few exceptions, they can take any action they wish within the Boardable platform.

Only admins can add and manage an organization's users. Admins cannot change another user's name once that user has logged in for the first time, however, nor can they change another user's email address or password.

Discussions	Start, edit, and delete discussions
Document Center	View, edit, delete, or move all files in the Document Center Create folders and assign group-level access permissions
Goals	Create and assign goals to users and groups
Groups	Create groups and assign group roles (member, admin, or owner)
Meetings	Create meetings and manage their aspects (agendas, board packets, minutes) Edit or delete meetings created by other users View the meeting calendar Start and stop meeting recordings
Notifications	View system-wide notifications
Organization Settings	Change customization settings such as an organization's name, logo, and email sender name Create agenda templates Enable livestreaming, AI assistance, and two-factor authentication Create questions to collect custom data about organization members
People	Add or remove users, and manage account invitations Assign account roles Edit user profile information Monitor user activity Export the people (user) directory
Polls	Create, edit, and delete polls
Reports	Run reports and download data
Subscription	Change subscription plan View invoices and update billing information
Tasks	Create, edit, and assign tasks
User Settings	Update profile information such as name, profile image, and password

Member Permissions

Member permissions are determined by the groups to which members are assigned.

Members can upload documents; create meetings, polls, and discussions; and view activity of the groups to which they belong.

Discussions	Start and delete discussions
Document Center	Upload and view documents in folders to which they've been invited
Goals	Create goals, if assigned to a group owner or admin subrole
Groups	View all groups
Meetings	Add meetings, invite attendees, and create agendas Set meeting dates, update RSVPs, track attendance Take minutes View the meeting calendar
Notifications	Read personal notifications
People	View all users in the people directory
Polls	Create polls
Tasks	Complete assigned tasks
User Settings	Update profile information such as name, profile image, and password

Observer Permissions

Observers have permissions on an invitation-only basis; they serve at the pleasure of users in admin or member roles.

Observers have view-only permissions unless they are assigned to a group owner or meeting collaborator subrole.

Discussions	Participate in discussions
Document Center	Access, upload, or download documents from groups to which they've been invited
Goals	Create goals if assigned to a group owner or admin subrole
Groups	Participate in discussions and polls, and upload documents, if invited to a group See groups to which they belong
Meetings	RSVP to invitations and see meetings to which they've been invited Can be assigned to a Collaborator role. Learn more View meeting-specific documents and recordings Note: To prevent observers from seeing documents, invite them as a guest rather than assigning them to a role. Learn more
Notifications	Read personal notifications
People	See all users in the people directory
Polls	Participate in polls to which they have been invited
Tasks	Edit, comment on, and complete assigned tasks
User Settings	Update profile information such as name, profile image, and password

Questions? Contact your CSM or write to the Support team at support@boardable.com