Pilea uses two levels of roles: organization roles and workspace roles. Every member has one of each. Organization roles control access to org-level settings; workspace roles control what a member can do within a specific workspace.
Organization roles
There are three organization roles: Owner, Admin, and Member.
Permission | Owner | Admin | Member |
Invite and remove members | Yes | Yes | No |
Change member org roles | Yes | Yes | No |
Create and delete workspaces | Yes | Yes | No |
Manage integrations (org level) | Yes | Yes | No |
Configure SSO | Yes | Yes | No |
Manage org name, logo, timezone | Yes | Yes | No |
View and manage billing | Yes | No | No |
Access all workspaces | Yes | Yes | No |
ℹ️ Note: Every organization must have at least one Owner at all times.
Workspace roles
There are three workspace roles: Admin, Editor, and Viewer. These are assigned per workspace, a member can have different roles in different workspaces.
Permission | Admin | Editor | Viewer |
View backlog and insights | Yes | Yes | Yes |
Add and edit feedback | Yes | Yes | No |
Create and edit backlog items | Yes | Yes | No |
Run Insights Agent queries | Yes | Yes | No |
Create and publish surveys | Yes | Yes | No |
Add comments and reactions | Yes | Yes | No |
Manage products and themes | Yes | No | No |
Configure workspace settings | Yes | No | No |
Manage workspace integrations | Yes | No | No |
Invite members to workspace | Yes | No | No |
Delete the workspace | Yes | No | No |
💡 Tip: For most team members Editor is the right workspace role. Use Viewer for stakeholders who need to see the backlog without making changes.
Which role should I assign?
If this person... | Assign... |
Manages integrations, billing, or onboards the team | Org Admin + Workspace Admin |
Is a PM, CS lead, or UX researcher actively using Pilea | Org Member + Workspace Admin |
Is a developer using the MCP to read the backlog | Org Member + Workspace Editor |
Is an exec or stakeholder who needs read-only access | Org Member + Workspace Viewer |
How roles interact
Organization Admins have access to all workspaces at the workspace Admin level by default, even if they haven't been explicitly assigned a workspace role. Organization Members only see workspaces they've been explicitly added to.