Roles & Permissions

EOS Hub uses three layers of roles: the system role decides who operates the platform, the organization role controls what a person can do in an organization, and the team role controls what a person can do within a specific team.

System Roles

System roles are assigned at the account level and apply across the entire installation.

Role	Shown as	Description
SUPERADMIN	Platform admin	The platform operator: manages organizations, accounts, and platform-wide AI settings
USER	User	Standard account; access determined by organization and team memberships

Platform Operator (SUPERADMIN)

A SUPERADMIN can:

• Open Platform administration (/platform)
• Create organizations together with their first Owner
• Suspend and resume organizations
• See all accounts on the platform
• Configure AI providers and prompts for the whole platform

WARNING

The platform operator has no automatic access to customer data. A SUPERADMIN sees an organization's teams only if they are also a member of that organization -- and then only with the access their organization role gives them.

Organization Roles

Organization roles are assigned per organization. A person can have different roles in different organizations.

Role	Description
OWNER	Manages the organization; team Admin in every team (Owner where they are a team Owner); can grant and revoke Owner and Admin
ADMIN	Manages the organization (settings, people, teams); team Admin in every team (Owner where they are a team Owner)
MEMBER	Sees and works only in the teams they belong to, with their team role
IMPLEMENTER	External EOS Implementer or coach; team Admin in every team, but does not rate meetings and cannot manage the organization

Action	OWNER	ADMIN	IMPLEMENTER	MEMBER
See all teams of the organization	Yes	Yes	Yes	No (own teams only)
Change organization settings (name, time zone, language)	Yes	Yes	No	No
Add and remove people, assign Member or Implementer	Yes	Yes	No	No
Grant or revoke Owner and Admin	Yes	No	No	No
Create, rename, and delete teams; manage team members	Yes	Yes	No	No
Rate meetings of teams they belong to	Yes	Yes	No	Yes

INFO

An organization must always keep at least one Owner. See User Management for more on each organization role.

Team Roles

Team roles are assigned per team. A person can have different roles in different teams.

Role	Description
OWNER	Full control of the team's data
ADMIN	Can manage the team's measurables, Rocks, meetings, V/TO, and Accountability Chart, and delete items
MEMBER	Can contribute to meetings and create and update to-dos, issues, and their own data
VIEWER	Read-only access to team data

Organization Owners, Admins, and Implementers act at least as team Admin in every team of their organization, whether or not they are listed as team members.

Permissions Matrix

Action	OWNER	ADMIN	MEMBER	VIEWER
View dashboard and all team data	Yes	Yes	Yes	Yes
Enter Scorecard values	Yes	Yes	Yes	No
Add, edit, and remove measurables	Yes	Yes	No	No
Create and edit Rocks	Yes	Yes	No	No
Update status and milestones of own Rock	Yes	Yes	Yes	No
Create and edit Issues, To-Dos, headlines, and document links	Yes	Yes	Yes	No
Edit the team's V/TO traction (1-Year Plan, archive)	Yes	Yes	No	No
Create, start, and end meetings	Yes	Yes	No	No
Participate in and rate meetings	Yes	Yes	Yes	No
Save People Analyzer evaluations (as yourself)	Yes	Yes	Yes	No
Edit Accountability Chart (one per team)	Yes	Yes	No	No
Delete anything	Yes	Yes	No	No

Implementers have the ADMIN column's rights, except that they do not rate meetings. See User Management for the full list.

Company vision

The Vision side of the V/TO -- Core Values, Core Focus, 10-Year Target, Marketing Strategy, and 3-Year Picture -- is one per organization and shared by all teams, so its rights do not follow the team matrix. It is edited by organization Owners and Admins, Implementers, and the Admins and Owners of a leadership team. Every other member of the organization can read it. Nobody can edit it while the organization is suspended.

Company Accountability Chart

When the organization keeps one Accountability Chart for the whole company, it is edited by the same people as the company vision, not by the team matrix.

OWNER

The team Owner has full control over the team's data.

ADMIN

Admins manage the team's EOS tools: measurables, Rocks, meetings, the V/TO, and the Accountability Chart. They can delete items.

MEMBER

Members are active participants. They can create and update To-Dos and Issues, update their own Rocks, participate in and rate meetings, and enter Scorecard values.

VIEWER

Viewers have read-only access. They can see the dashboard, Scorecard, Rocks, and other data, but cannot modify anything. This role is useful for stakeholders who need visibility without participation.

INFO

Creating, renaming, and deleting teams and managing team members is an organization task -- it is done by organization Owners and Admins in Organization settings, not by the team roles.

How Roles Interact

Consider a person who is:

• USER system role
• MEMBER of the organization
• OWNER of the Sales team
• MEMBER of the Leadership team

This person can fully manage the Sales team's data (measurables, Rocks, meetings, V/TO) but can only participate as a regular contributor in the Leadership team, and does not see the organization's other teams.

If the same person were an organization ADMIN, they would see every team of the organization and act at least as team Admin in each of them.

Managing Roles

Changing Organization Roles

Organization roles are managed by organization Owners and Admins:

1. Navigate to Organization settings > Members.
2. Find the person.
3. Open the row menu (⋯) and choose Change role.

Only Owners can grant or revoke the Owner and Admin roles.

Changing Team Roles

Team roles are managed by organization Owners and Admins:

1. Navigate to Organization settings > Teams.
2. Find the team's card.
3. Find the member in the member list.
4. Change their role using the role selector.

TIP

When onboarding a new leadership team member, add them as a MEMBER first. Promote to ADMIN or OWNER after they are comfortable with the platform.

Next Steps

• Organizations & Teams -- How organizations and teams are structured
• Organization Settings & Platform -- Managing the organization and the platform
• User Management -- Adding people and organization roles