Getting Started

Learn the basics of roles and permissions in Decision Site.

Start Here

Choose your learning path based on your needs:

I want to understand roles first → Read Understanding Roles for a conceptual overview

I need to assign roles right now → Use Quick Start Guide for practical steps

I want to see all role capabilities → Check Permissions Matrix for complete details

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Core Concepts (5 minutes)

Three Role Systems

Decision Site uses three independent role systems that work together:

1. Organization Roles (workspace access)

• Controls: Who can access your organization's workspace
• Four levels: ADMIN, CREATOR, COLLABORATOR, GUEST
• Assigned to: Internal team members and external users

2. Team Roles (team management)

• Controls: Who manages teams and their members
• Two levels: OWNER, MEMBER
• Assigned to: Team participants

3. Contact Roles (deal categorization)

• Controls: How stakeholders are tracked and scored
• Nine types: BUYER, SELLER, DECISION_MAKER, etc.
• Assigned to: Deal participants

Why Roles Matter

For Security:

• Prevent unauthorized access to sensitive deal information
• Control who can invite new members
• Limit who can change organization settings

For Workflow:

• Determine who can create new Decision Sites
• Control team collaboration
• Manage content editing permissions

For Analytics:

• Affect Deal Pulse scoring (BUYER activity counts 1.5x)
• Track stakeholder diversity
• Measure engagement patterns

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Common Scenarios

Scenario 1: Setting up your organization

You're the first user → You're automatically an ADMIN → Invite teammates as CREATOR (if they'll create Decision Sites) or COLLABORATOR (if they'll only edit) → Keep ADMIN limited to 1-2 people who manage settings

You're joining an existing organization → You'll likely be CREATOR or COLLABORATOR → If you need different permissions, ask an ADMIN to change your role

Scenario 2: Sharing a Decision Site with buyers

External buyers joining → They'll be GUEST by default (view-only) → Assign them BUYER contact role for proper Deal Pulse scoring → Categorize as DECISION_MAKER, INFLUENCER, CHAMPION, or GATEKEEPER as appropriate

Internal team members joining → They use their organization role (ADMIN, CREATOR, or COLLABORATOR) → Assign them SELLER contact role → No need to invite - they already have access via organization membership

Scenario 3: Managing teams

Creating a team → You become team OWNER automatically → Invite members to the team → Team OWNERs can add/remove members and change settings → ADMINs can manage any team regardless of OWNER status

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Quick Reference

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Next Steps

1. Learn the details - Understanding Roles
2. Assign roles - Quick Start Guide
3. Choose wisely - Role Selection Guide