Understanding User Roles and Permissions
User roles determine what team members can see and do in Notehouse. Roles are assigned by the Owner or Admin and can be updated at any time.
Table of Contents
Role Overview
Notehouse offers the following user roles:
Limited Viewer — Read-only access to clients assigned to them only. Cannot create, edit, delete, or import/export client files.
Limited Editor — Can create and edit clients assigned to them, but cannot see or access clients assigned to others. Cannot delete or import/export client files.
Viewer — Read-only access to every client in the organization. Cannot create, edit, delete, or import/export client files.
Contributor — Can see every client in the organization and create new clients, but can only edit clients assigned to them. Can import and export client lists.
Editor — Can view, create, and edit every client in the organization. Can import and export client lists. Cannot delete clients.
Admin — Full client access including delete. Can add/remove users, manage tag labels, edit account/org profile, and change the billing plan.
Owner — All Admin permissions plus exclusive control over ownership transfer, billing portal, Notehouse file label, customizable field labels, MFA requirements, and payment emails.
For a more detailed overview of roles and permissions, please see the Role Permissions chart below.
Role Permissions Chart
A Note on Plan Availability
Not all roles are available on every Notehouse plan. Newer roles will only appear if they are included in your organization’s current plan configuration.
If you would like access to the newer roles, you may want to consider upgrading your plan. For questions about your current plan, contact us at support@getnotehouse.com.
For questions, contact us at support@getnotehouse.com.