Roles & Permissions
Understanding roles and access control in Decision Site
Roles control what people can see and do in your organization. There are three types of roles working together: Organization Roles (who can access your workspace), Team Roles (who manages teams), and Contact Roles (how stakeholders are categorized in deals).
Quick Links
New to Roles?
- Understanding Roles - What roles are and why they matter
- Quick Start Guide - Choose the right role in 5 minutes
Role Types:
- Organization Roles - ADMIN, CREATOR, COLLABORATOR, GUEST
- Team Roles - OWNER, MEMBER
- Contact Roles - BUYER, SELLER, and stakeholder types
Practical Guides:
- Choosing the Right Role - When to use which role
- Managing Permissions - Best practices for role management
Reference:
- Permissions Matrix - What each role can do
- Glossary - Role terminology
Troubleshooting:
- Common Issues - Fixing role problems
- FAQ - Quick answers
The Three Role Types
Organization Roles
Control access to your entire workspace.
Four levels:
- ADMIN - Full control, manage everything
- CREATOR - Create and own Decision Sites
- COLLABORATOR - Edit shared content
- GUEST - View-only access
What they control: Who can create Decision Sites, access teams, change settings, invite members.
Learn about Organization Roles →
Team Roles
Control team management and membership.
Two levels:
- OWNER - Manage team settings and members
- MEMBER - Access team content
What they control: Who can add/remove team members, change team settings.
Contact Roles
Categorize stakeholders in your deals.
Nine types:
- BUYER / SELLER - Which side of the deal (affects Deal Pulse scoring)
- DECISION_MAKER - Final approval authority
- INFLUENCER - Affects decision
- CHAMPION - Internal advocate
- GATEKEEPER - Controls access
- BUYER_ADMIN / BUYER_CONTRIBUTOR / BUYER_REVIEWER - Buyer-side roles
What they control: Deal Pulse scoring weight, stakeholder tracking, analytics.
Common Questions
"Which organization role should I give my team?" → Most internal team members should be CREATOR or COLLABORATOR. Reserve ADMIN for 1-2 people who manage settings.
"What's the difference between CREATOR and COLLABORATOR?" → CREATOR can create new Decision Sites. COLLABORATOR can only edit sites shared with them.
"Can I change someone's role later?" → Yes, ADMINs can change roles at any time (except GUEST, which requires re-invitation).
"Why does BUYER role matter?" → Buyer activity counts 1.5x in Deal Pulse scoring, so correctly marking buyers improves score accuracy.
Where Roles Appear
In the Product:
- Settings → Organization Members - View and edit organization roles
- Settings → Teams - View and edit team roles
- Contacts - Assign contact roles to stakeholders
- Navigation - Different roles see different menu items
- Decision Site Access - Roles determine what you can create, edit, view
In Analytics:
- Deal Pulse scoring (BUYER vs SELLER roles get different weights)
- Stakeholder diversity (counts unique roles)
Next Steps
- Understand the basics - Read Understanding Roles
- Choose roles for your team - Follow Role Selection Guide
- Set up permissions - Use Permissions Matrix
- Troubleshoot issues - Check Common Issues or FAQ