Understanding Roles

Created by Frank Ziegler, Modified on Tue, 30 Dec at 4:21 PM by Frank Ziegler

Brokernote uses a simple role-based system to ensure security and proper management.

Organisation Owner / Admin

Billing Access: Can purchase licenses, view invoices, and update payment methods.
User Management: Can invite new users and assign/revoke licenses.
Settings Control: Can configure "Organisation Settings" (like branding and disclaimers) which apply to all users.
Tool Access: Has access to all tools (Reformatter, etc.) provided they have an active license assigned.

Member

Tool Access: Can use all tools (Reformatter, etc.) provided they have an active license assigned.
Personal Settings: Can configure their own personal preferences, but these may be overridden by Organisation settings.
Restricted: Cannot see billing information, manage other users, or change company-wide branding.