Roles explained: Regular, Editor, and Admin

The three roles, and what they decide

Everyone at your firm gets one of three roles. It's set when someone is added to the firm, and an admin can change it later under Settings → Users. The role decides what that person is allowed to change — it does not change what they can see on an engagement.

Regular

The everyday role. A Regular can do the actual work of the platform:

• Create engagements, add services to them, and edit them
• Find firms for a service, invite them, and award the work
• Assign one of your own employees to a service internally
• Update an engagement's status, and close or cancel it
• Read and write every message channel they're part of
• Read your network — your connections, your groups, the firm directory
• Edit their own profile

What a Regular can't do is change anything about the firm itself, or anything that commits the firm to another firm.

Editor

Everything a Regular can do, plus the firm's shop window:

• The firm profile — name, description, website, offices, logo and icon
• The industries your firm serves
• The services and service lines your firm offers, including the tools that help you fill that list in

In plain terms: an Editor can change what other firms see about you and what work you'll be matched for.

Admin

Everything above, plus everything that runs the account:

People. Add someone, change their role, deactivate or reactivate them, or import a list of colleagues at once.

Your network — every action that commits the firm. Create, edit or delete a group; join, apply to, or leave one; invite firms or people to a group or to connect; accept or decline invitations and applications; manage a group's members and administrators; set referral incentives; remove a connection. Regulars and Editors can read all of this; only an admin can act on it.

Account settings. Your own engagement statuses, webhooks, the email domains that let colleagues sign themselves up, domain verification, and whether your firm is open to being found by firms outside your network.

The subscription. Upgrade, downgrade, cancel, and the billing portal. Also accepting or declining an offer from another firm to cover your membership.

Two rules that apply to everyone

Nobody can change their own role, and nobody can deactivate themselves. Even an admin. This is what stops a firm from locking itself out of its own account, so it needs a second admin to do it.

A colleague's profile is edited by that colleague or by an admin. Being at the same firm isn't enough.

One naming difference

The app calls the everyday role Regular. If you ever look at the API, or a developer at your firm does, the same role is called member there. They're the same thing.