Understanding User Roles
User roles determine what team members can see and do in Notehouse.
Roles are hierarchical, as higher roles include the permissions of lower roles. A good rule of thumb is to start with limited access and expand permissions as needed.
Table of Contents
Role Overview and Descriptions
Notehouse uses five roles, listed here from lowest to highest access. Each role builds on the permissions of the one below it.
| Read Only | Edit Own Clients | Edit All Clients | Admin | Account Owner |
| View all client records from the homepage only, and can edit any client records assigned to them. | View all clients, but only create, edit, or delete clients they are assigned to. They can add notes and attachments to assigned clients. | Create, edit, and delete any client in the organization. They can add notes and attachments across all client records. | Includes all client permissions, plus the ability to manage users, invitations, roles, and organization settings. | The highest level of access. Includes all Admin permissions plus billing, compliance agreements (such as signing a BAA), and transferring ownership. |
| Best for observers, interns, or consultants who need visibility only. | Best for team members with specific client assignments. | Best for senior staff or team leads. | Best for office managers or operational administrators and anyone else who needs high-level visibility. | There is only one Account Owner per organization. |
For a more detailed overview of what exactly each role has access to, please see the Permissions Matrix below.
Permissions Matrix
For questions, please reach out to us at support@getnotehouse.com.