Skip to main content
FlexOrch uses three roles to control what each team member can do within a workspace. Assign roles carefully — Admin access includes billing and team management, while Viewer access is strictly read-only.
Role management is available on the Enterprise plan. Only Admins can assign or change roles.

​
Permissions by role

PermissionAdminEditorViewer
Upload documents✅✅❌
Run processing jobs✅✅❌
Build and export datasets✅✅❌
Manage connectors✅✅❌
View jobs and datasets✅✅✅
View compliance reports✅✅✅
Manage API keys✅❌❌
Manage team members✅❌❌
Manage billing✅❌❌
Manage Scheduled Sync✅✅❌

​
Role descriptions

​
Admin

Admins have unrestricted access to every feature in the workspace. This includes all Editor and Viewer capabilities plus the ability to:
  • Invite, remove, and change the roles of team members
  • Manage workspace API keys
  • View and update billing information and plan details
Grant the Admin role to team leads or IT administrators who need full control. Limit the number of Admins in your workspace to reduce the risk of accidental changes to critical settings.

​
Editor

Editors can run the full document intelligence workflow — uploading files, triggering processing jobs, building datasets, and managing connectors. They cannot access billing information or modify team membership. This role is suited to data engineers, ML engineers, and anyone whose day-to-day work involves building and exporting datasets from FlexOrch.

​
Viewer

Viewers have read-only access. They can browse completed jobs, explore datasets, and read compliance reports, but cannot upload files, change settings, or trigger any processing. This role suits stakeholders, auditors, legal reviewers, or executives who need visibility into outputs without the ability to modify data.

​
Change a member’s role

1

Go to Settings → Team

Open the FlexOrch dashboard and navigate to Settings → Team.
2

Find the team member

Locate the member whose role you want to change in the active members list.
3

Open the role dropdown

Click the role badge next to the member’s name to open the dropdown.
4

Select the new role

Choose Admin, Editor, or Viewer. The change takes effect immediately — no save button required.
Only Admins can change another member’s role. If you need your own role changed, ask another Admin in your workspace.