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Managing user permissions and roles

This guide outlines role assignments, ownership transfers, and member removal processes for effective member management.

Santiago Cucalon avatar
Written by Santiago Cucalon
Updated over 4 months ago

What You’ll Learn in This Guide

1. Who Can Manage Roles and Permissions?

Understanding who can manage roles and permissions ensures the right people have the appropriate access within your organization. If you would like to learn more about organizational roles in Neural Earth, click here.

Below is a breakdown of what each role can and cannot do when it comes to assigning, downgrading, or removing members.

Feature/Functionality

Owner

Admin

Editor

Viewer

Transfer Organization Ownership

✅

❌

❌

❌

Delete Organization

✅

❌

❌

❌

Manage Roles and Permissions

✅

✅

Limited

❌

Invite Users

✅

✅

✅

❌

Add/Edit Portfolios and Properties

✅

✅

✅

❌

Download Reports

✅

✅

✅

❌

View Member List

✅

✅

✅

✅

View Reports

✅

✅

✅

✅

3. How to Change Member Permissions

You can update member roles at any time to reflect changes in responsibilities or access needs. Follow these steps to assign or update member roles within your organization:

  1. Access the Organization Settings Page:

    1. Log in as an Owner or Admin.

    2. Click on the Settings Icon in the top-right corner next to your organization’s name.

  2. Go to the Members Tab:

    1. In the organization settings, navigate to the Members tab.

    2. You will see a list of team members organized in rows and filtered by their latest activity.

  3. Update Permissions:

    1. In the Permissions column of the member’s row, click the Dropdown Menu.

    2. Choose the new role:

      1. Owner (limited to one per organization)

      2. Admin

      3. Editor

      4. Viewer

  4. Confirm Changes:

    1. If downgrading a member’s role, a pop-up screen will appear.

    2. Click Downgrade to confirm the change.

4. How to Transfer Ownership

Ownership is unique to one member per organization and can only be transferred by the current Owner. Here's how your Organization's owner can transfer ownership:

  1. Log in as the Current Owner: Navigate to the Organization settings page and select the Members tab.

  2. Select the New Owner: Identify an Admin to whom you wish to transfer ownership.

  3. Update the Role:

    1. In the Permissions column, click the dropdown menu next to the selected Admin’s row.

    2. Choose Owner from the options.

  4. Confirm the Transfer:

    1. A pop-up screen will appear to confirm the transfer.

    2. Click Transfer Ownership to complete the process.

5. How to Remove Members from Your Organization

Removing members allows you to maintain an efficient and secure workspace. Please note that only Owners and Admins can remove Admins, Editors or Viewers. Editors within you organization can only remove Viewers.

  • Access the Members Tab: Navigate to the Organization Settings page and select the Members tab.

  • Locate the Member to Remove: Find the member you wish to remove.

  • Remove the Member:

    • Click the Three Dots Icon on the right side of their row.

    • From the dropdown menu, select Remove.

  • Confirm the Removal:

    • A pop-up screen will appear asking you to confirm.

    • Click Remove to finalize the action.

FAQs

Can I undo a role change or member removal?

  • No, role changes and member removals are final. To reverse them, you’ll need to reassign the role or re-invite the removed member.

What happens when a Viewer is removed?

  • They will no longer have access to the organization.

Can Editors assign roles or manage Admins?

  • Editors can only assign Viewers and cannot manage Admin-level members.

Related Articles
Understanding user roles & permissions
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How to manage your subscription, billing, and payment information
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