Team and access
Understand roles and permissions
Know what administrators, editors, and viewers are expected to do.
PractitionerTeam leaderAdministratorExecutiveNew hireEvaluationTeamOrganizationEnterprise
Permission: Any member can read; administrators assign
Version 1.0 · Last verified 2026-07-15
Administrator
Owns membership, billing, workspace settings, privileged workflows, and access review.
Editor
Maintains contacts, organizations, interactions, issues, events, tags, and operating context.
Viewer
Reads shared intelligence and leadership outputs without changing core records.
Authorization model
Protected actions verify the signed-in identity, active profile team, and actual team membership on the server. A URL or client-supplied team identifier does not grant access.