What You'll Learn in This Guide
Role Permissions Summary
Feature/Functionality | Owner | Admin | Editor | Viewer |
Transfer Organization Ownership | ✅ | ❌ | ❌ | ❌ |
Delete Organization | ✅ | ❌ | ❌ | ❌ |
Manage Roles and Permissions | ✅ | ✅ | Limited | ❌ |
Invite Users | ✅ | ✅ | ✅ | ❌ |
Add/Edit Portfolios and Properties | ✅ | ✅ | ✅ | ❌ |
Download Reports | ✅ | ✅ | ✅ | ❌ |
View Member List | ✅ | ✅ | ✅ | ✅ |
View Reports | ✅ | ✅ | ✅ | ✅ |
Organizational Roles Overview
1. Owner
The creator of the Organization and the highest-level role.
Full control over the Organization settings, including:
Transfer ownership and deleting the Organization.
Manage billing, plans, and payment details.
Purchase additional empty seats.
Invite and remove users, if additional an empty seat is available.
Assign roles and permissions.
2. Admin
Team managers who assist in managing the Organization
Similar permissions as the Owner, except:
Cannot transfer ownership or delete the Organization.
3. Editor
Assigned to users who need to actively manage and analyze property data.
Editors Can:
Add, edit, and manage portfolios and properties.
Download property and portfolio reports.
Invite and remove users, if additional an empty seat is available.
Editors Cannot: Access certain Organizations settings such as billing or plan settings.
4. Viewer
Users who need to view data but not make changes.
Viewers do not require an assigned seat.
Viewers Can:
View select Organization portfolios and properties.
View an Organizations member list (read-only).
Viewers Cannot:
Edit portfolios or properties.
Download reports or access billing settings.
Access any Organization settings.
5. Empty Seats
Unassigned Editor Seats within the Organization.
Can be assigned to new or existing members as needed.
Ideal Role Comparables
1. Admin
Ideal for: Leaders or managers overseeing the Organization’s operations on Neural Earth.
Senior Managers: Oversee portfolio management, assign roles, and ensure team alignment.
Operations Directors: Monitor data accuracy and handle billing or team management.
Team Leads or Department Heads: Oversee the workflows and manage team member roles.
IT Administrators: Handle user access, permissions, and billing configurations.
2. Editor
Ideal for: Team members who actively manage property portfolios or require in-depth access to data for analysis.
Underwriters: Evaluate property and portfolio risk and generate risk reports.
Brokers: Manage property data for client presentations and proposals.
Market Analysts: Tasked with analyzing property and portfolio data to provide insights.
Project Managers: Responsible for organizing portfolios and ensuring properties are updated accurately.
3. Viewer
Ideal for: Team members or stakeholders who need visibility into data without the ability to make changes.
Key Stakeholders & Executives: Require high-level insights into risk scores or portfolio summaries.
External Partners Collaborate on projects while limiting editing privileges.
Clients or Investors: Need access to view reports or property data without editing permissions.
FAQs
Can I assign multiple Owners to an Organization?
No, only one Owner is allowed, but ownership can be transferred.
Can Editors invite new users?
Yes, Editors can invite users. But there must be an empty seat available and can only assign them as Editors or Viewers
What happens when a users is removed?
Their seat becomes an Empty Seat and can be reassigned.
Can a Viewer become an Editor?
Yes, Owners, Admins and Editors can assign an Editor Seat to a Viewer. However, there must be an empty seat available.