Roles and Permissions

Assign roles to keep delivery secure and clear.

Typical roles

• Admin: Full access to organization settings, projects, and templates.
• Project Lead: Manages project setup, playbooks, and reporting.
• Contributor: Adds evidence, completes tasks, and drafts outputs.
• Viewer: Read-only access for stakeholders.

Best practices

• Use least-privilege by default.
• Limit Admin access to a small set of owners.
• Review roles at the start of each project phase.