Permissions Matrix

Background

Document Crunch uses a role-based permissions model that controls what each user can see and do across your organization. Permissions are scoped at the Organization, Team, and Project levels, and each role is designed to reflect real-world responsibilities — giving your team the access they need without overexposing sensitive content.

Use this article as a quick reference to understand which roles are required to perform specific actions in Document Crunch.

Things to Consider

• There are four active roles in Document Crunch: Organization Admin, Team Admin, Team Editor, and Team Viewer

• Organization Admins have the broadest level of access and can manage all teams and content within the organization

• Team Admins manage their own team(s) — they cannot modify Organization Admins or act outside their assigned teams

• Team Editors and Viewers cannot manage users or settings, but Editors can create and work with content

• All roles — including Team Viewers — can view, chat with, and share content

• At least one Organization Admin and one Team Admin must exist at all times; the system will block any action that would remove the last admin of either type

• Project-level roles (Project Admin, Project Editor, Project Viewer) are planned for a future release and are not yet available

Permissions Matrix

User Management

Teams & Settings

Content & Projects