Roles & Permissions
ReleaseTag uses a role-based access system at both the organization and project level. Each level has four roles: Owner, Admin, Member, and Guest.
Roles overview
- Owner — Full access to the organization or project, including billing, deletion, and transferring ownership.
- Admin — Can manage settings, integrations, and team members. Cannot access billing or delete the organization.
- Member — Can view and interact with conversations, insights, and actions. Cannot change settings or manage the team.
- Guest — Read-only access. Can view conversations, insights, and actions but cannot create, edit, or delete anything.
Organization permissions
| Action | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View projects and data | Yes | Yes | Yes | Yes |
| Create projects | Yes | Yes | Yes | No |
| Invite and manage members | Yes | Yes | No | No |
| Change organization settings | Yes | Yes | No | No |
| Manage billing | Yes | No | No | No |
| Transfer ownership | Yes | No | No | No |
| Delete organization | Yes | No | No | No |
Project permissions
| Action | Owner | Admin | Member | Guest |
|---|---|---|---|---|
| View conversations, insights, and actions | Yes | Yes | Yes | Yes |
| Reply to conversations | Yes | Yes | Yes | No |
| Create, edit, and delete insights | Yes | Yes | Yes | No |
| Execute and manage actions | Yes | Yes | Yes | No |
| Configure integrations | Yes | Yes | No | No |
| Change project settings | Yes | Yes | No | No |
| Manage project team | Yes | Yes | No | No |
Two-level membership
Organization roles and project roles are independent. A user can be an Admin at the organization level but a Member on a specific project, or vice versa. This lets you give broad access to some people while restricting others to specific projects.
When you invite someone to a project, they also need to be a member of the organization. If they aren't already, they'll be added as a Guest at the organization level automatically.
Inviting members
Owners and Admins can invite new members from the team settings page. Invite links expire after 7 days. You can invite people at both the organization and project level:
- Organization invites — Go to Organization Settings → Team
- Project invites — Go to Project Settings → Team
Changing roles
Owners and Admins can change a member's role from the team settings page. Every organization must have at least one Owner — you cannot remove or demote the last Owner.
Guest access
Guests have read-only access. They can browse conversations, insights, and actions but cannot make any changes. This is useful for stakeholders who need visibility without the ability to modify data. Guests see a "Read-only" badge in the interface where write actions would normally appear.
For more on getting started with teams, see the Getting Started guide.