Best Practices - Roles & Permissions

Structure Access Across Your Organization

Your platform is structured around Organizations and Apps.

Understanding roles and permissions is essential to:

• Delegate responsibilities efficiently
• Maintain control over your apps
• Scale your operations securely

👉 The goal is to give the right access to the right people — at the right level.

1. Organization-Level Roles

Apps are created and managed under an Organization.

At this level, there are two main roles:

Owner

• Full control over the organization
• Can create new apps and manage payments
• Can manage all settings, users, and permissions

👉 This role should be limited to key decision-makers.

Admin (Organization Level)

• Admin access to all apps within the organization
• Can manage content and configuration
• Cannot create new apps (restricted due to payment responsibility)

👉 Ideal for core team members managing multiple apps.

2. App-Level Role

App Manager

• Full admin access for a specific app only
• Can configure modules, manage content, and operate the app
• No access to other apps in the organization

👉 Perfect for delegating responsibility per app.

3. Module-Level Permissions

Some permissions are specific to modules and allow granular control:

Event Verifier (Events Module)

• Access attendee lists via the app
• Manage check-in (QR code or manual)
• No access to back office

Editor (News Feed)

• Can create and manage posts
• Contributes to content without full admin rights

Moderator (Threads)

• Manages discussions
• Ensures quality and relevance of conversations

👉 These roles allow you to delegate operations without giving full control.

4. Choose the Right Level of Access

Each role serves a different purpose:

• Owner → strategic control
• Admin (Org) → multi-app management
• App Manager → app-specific management
• Module roles → operational tasks

👉 Always assign the minimum level of access required.

5. Structure Your Team Efficiently

A recommended setup:

• 1–2 Owners
• A few Organization Admins (core team)
• One App Manager per app
• Multiple module-level roles (verifiers, editors, etc.)

👉 This ensures both control and scalability.

6. Delegate Without Losing Control

Use module-level roles to:

• Manage events (Verifiers)
• Create content (Editors)
• Moderate discussions (Moderators)

👉 This avoids giving full admin access unnecessarily.

7. Review and Adjust Regularly

As your organization evolves:

• Update roles
• Remove unnecessary access
• Adapt responsibilities

👉 Permissions should evolve with your growth.