Team management is an Enterprise plan feature. Upgrade your plan to invite team members and configure roles.
Roles at a glance
FlexOrch has three roles. Every team member must be assigned exactly one.| Role | What they can do |
|---|---|
| Admin | Full access: upload, process, build datasets, manage connectors, manage team members, manage billing, and view compliance reports |
| Editor | Upload documents, run processing jobs, build and export datasets, and manage connectors — but cannot manage the team or billing |
| Viewer | Read-only access to jobs, datasets, and compliance reports — cannot upload or modify anything |
What each role can access
Admin
Admins have unrestricted access to every part of the workspace. Use this role sparingly — typically for team leads or IT administrators who need to manage both the operational and administrative sides of FlexOrch.Editor
Editors can do everything needed to run document intelligence pipelines: upload raw files, trigger processing jobs, and build or export datasets. They cannot see billing information or modify team membership. This is the right role for data engineers, ML practitioners, and anyone actively working with documents.Viewer
Viewers have read-only access. They can review job status, browse completed datasets, and read compliance reports, but cannot upload files or change any settings. This role suits stakeholders, auditors, or reviewers who need visibility without the ability to modify data.Next steps
Invite Members
Add colleagues to your workspace and assign them a role.
Roles & Permissions
See the full permissions breakdown for each role.