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Organization Roles

ADMIN, CREATOR, COLLABORATOR, and GUEST roles explained

Organization roles control access to your workspace. Everyone in your organization has exactly one organization role.

The Four Roles

ADMIN - Full Control

Access Level: 0 (highest)

Who needs this: 1-2 people who manage the organization (VP Sales, Sales Ops Leader, Admin)

What they can do:

  • Everything - Full access to all features and settings
  • Create Decision Sites
  • Edit any Decision Site (even if not shared)
  • Manage organization settings (name, billing, integrations)
  • Add/remove organization members
  • Change anyone's organization role
  • Access all teams (bypasses team OWNER restrictions)
  • Manage teams (even if not team OWNER)
  • View all analytics
  • Access AI Assistant
  • Access Agents (workflow automation)

Navigation:

  • Home (Relationship 360)
  • Meetings
  • AI Assistant
  • Agents (if Augment employee)
  • Full settings access

When to use:

  • Person manages organization-wide settings
  • Person handles billing and subscriptions
  • Person needs access to everything for support/troubleshooting

When NOT to use:

  • Regular sales reps (use CREATOR)
  • Support team members (use COLLABORATOR)
  • External users (use GUEST)

Important: Limit ADMIN to 1-2 people. Too many ADMINs creates security and management issues.

CREATOR - Create Decision Sites

Access Level: 1

Who needs this: Internal team members who own deals and create Decision Sites (Account Executives, Sales Reps)

What they can do:

  • Create new Decision Sites
  • Own and manage their Decision Sites
  • Edit Decision Sites shared with them
  • Access teams they're members of
  • View organization analytics
  • Access AI Assistant
  • Access Meetings calendar
  • Invite external users to their Decision Sites

What they CAN'T do:

  • Change organization settings
  • Manage billing
  • Change other people's roles
  • Access Decision Sites not shared with them (unless owned)
  • Manage teams they don't own
  • Delete the organization

Navigation:

  • Home (Relationship 360)
  • Meetings
  • AI Assistant
  • Agents (if Augment employee)
  • Limited settings (own profile, teams)

When to use:

  • Sales reps creating Decision Sites for their deals
  • Account managers owning customer relationships
  • Anyone who needs to create and own Decision Sites

When NOT to use:

  • Support team who only edits (use COLLABORATOR)
  • External users (use GUEST)
  • People who need full org access (use ADMIN)

COLLABORATOR - Edit Shared Content

Access Level: 2

Who needs this: Internal team members who support deals but don't own them (Sales Ops, Sales Engineers, Customer Success)

What they can do:

  • Edit Decision Sites shared with them
  • Access teams they're members of
  • View organization analytics
  • Access AI Assistant
  • Access Meetings calendar
  • Comment and collaborate on shared content

What they CAN'T do:

  • Create new Decision Sites
  • Change organization settings
  • Manage billing
  • Change other people's roles
  • Access Decision Sites not shared with them
  • Manage teams (unless team OWNER)
  • Delete the organization

Navigation:

  • Home (Relationship 360)
  • Meetings
  • AI Assistant
  • Limited settings (own profile, teams)

When to use:

  • Sales ops team supporting multiple deals
  • Sales engineers contributing technical content
  • Customer success managers helping with onboarding
  • Anyone who edits but doesn't create Decision Sites

When NOT to use:

  • People who need to create Decision Sites (use CREATOR)
  • External users (use GUEST)
  • People who need full org access (use ADMIN)

GUEST - View Only

Access Level: 3 (lowest)

Who needs this: External users (buyers, customers, partners)

What they can do:

  • View Decision Sites shared with them
  • Access home page (Relationship 360)
  • See special "What's Decision Site?" help button
  • View artifacts shared with them
  • View milestones and action items they're assigned to

What they CAN'T do:

  • Create Decision Sites
  • Edit content (read-only)
  • Access Meetings calendar
  • Access AI Assistant
  • Access Agents
  • See other organization members (only contacts from shared sites)
  • Change any settings
  • Invite other people

Navigation (very limited):

  • Home (Relationship 360) only
  • Special pulsing help button "What's Decision Site?"
  • NO Meetings tab
  • NO AI Assistant tab
  • NO Agents tab
  • NO Settings (except profile)

When to use:

  • External buyers viewing Decision Sites
  • Customer stakeholders participating in deals
  • Partners who need view access

When NOT to use:

  • Internal team members (use CREATOR or COLLABORATOR)
  • Anyone who needs to edit content

Important notes:

  • GUEST users cannot be upgraded to other roles directly
  • To change GUEST to CREATOR/COLLABORATOR/ADMIN, you must re-invite them
  • GUEST is assigned automatically to external email addresses

Role Comparison

CapabilityADMINCREATORCOLLABORATORGUEST
View shared Decision Sites✅✅✅✅
Edit shared Decision Sites✅✅✅❌
Create Decision Sites✅✅❌❌
Access all Decision Sites✅❌❌❌
Manage org settings✅❌❌❌
Change roles✅❌❌❌
Access Meetings✅✅✅❌
Access AI Assistant✅✅✅❌
Access Agents✅*✅*❌❌
Manage all teams✅❌❌❌
View analytics✅✅✅❌

*Agents access requires being an Augment employee

Changing Roles

Who Can Change Roles

Only ADMINs can change organization roles.

Exception: Users can request role changes, which sends notification to ADMINs for approval.

How Roles Change

ADMIN can change any role to any other role → Except GUEST (see below)

GUEST cannot be upgraded directly → Must re-invite the user with new role

Role changes take effect immediately → User sees new permissions on next page load

Special Cases

Downgrading ADMIN → Allowed, but system prevents removing the last ADMIN

Self-service role requests → Users can request higher access (COLLABORATOR → CREATOR) → ADMINs receive email notification → ADMIN must approve before change takes effect

Domain-based auto-approval → If organization has domain rules, some role changes may auto-approve

Navigation Differences

ADMIN, CREATOR, COLLABORATOR See:

  • Home (Relationship 360)
  • Meetings (with today's meeting count badge)
  • AI Assistant
  • Agents (ADMIN/CREATOR only, if Augment employee)

GUEST Sees:

  • Home (Relationship 360) only
  • Special pulsing help button "What's Decision Site?"
  • NO other navigation items

Visual cue: GUEST users see a pulsing purple help icon on first visit.

Common Scenarios

Scenario 1: New sales rep joins

Recommended role: CREATOR

Why:

  • Needs to create Decision Sites for their deals
  • Should own their customer relationships
  • Doesn't need org-wide admin access

Scenario 2: Sales ops person joins

Recommended role: COLLABORATOR

Why:

  • Supports multiple deals but doesn't own them
  • Needs to edit shared Decision Sites
  • Doesn't create new sites

Scenario 3: VP Sales joins

Recommended role: ADMIN

Why:

  • Needs to see all deals
  • Manages org settings and team structure
  • Handles billing and integrations

Scenario 4: Customer executive invited

Automatic role: GUEST

Why:

  • External email address = automatic GUEST
  • View-only is appropriate for buyers
  • Can upgrade later if needed (rare)

Best Practices

Keep ADMINs limited → 1-2 people maximum → Reduces security risk and confusion

Most internal users should be CREATOR → Unless they specifically don't need to create Decision Sites

Use COLLABORATOR for support roles → Sales ops, sales engineers, customer success

All external users are GUEST → Don't make exceptions without strong justification

Review roles quarterly → Remove access for departed team members → Adjust roles as responsibilities change

Common Misunderstandings

"Everyone needs ADMIN to do their job" → Wrong. ADMIN is only for org-wide management. CREATOR handles 90% of sales tasks.

"GUEST can't do anything" → Wrong. GUEST can view Decision Sites, see home page, access shared content.

"COLLABORATOR is less important than CREATOR" → Wrong. Different roles for different functions. Sales ops COLLABORATOR is as valuable as sales rep CREATOR.

"I can upgrade GUEST to CREATOR by changing role" → Wrong. Must re-invite GUEST users to upgrade them.

Troubleshooting

"I can't create Decision Sites" → Check your role - must be ADMIN or CREATOR

"I can't see Meetings tab" → Check your role - GUEST doesn't have Meetings access

"I can't change someone's role" → Only ADMINs can change roles

"I invited someone but they're GUEST instead of CREATOR" → External email addresses default to GUEST - use domain rules or re-invite

Next Steps