Roles and Permissions

Decisio uses a role-based permission system to control who can do what within a workspace. This page explains each role and its capabilities.

Workspace Roles

Every workspace member has one of three roles:

Role	Description
Owner	Full control over the workspace
Admin	Manage members and govern decisions
Member	Participate in decisions

The members page displays all workspace members with their assigned roles

Owner

The owner role has complete control over the workspace. There is typically one owner per workspace, usually the person who created it.

Owner capabilities:

• Everything admins can do, plus:

• Access billing and subscription settings

• Delete the workspace

• Transfer ownership to another member

Billing note: Only owners can view invoices, change plans, or update payment methods. This ensures financial decisions are appropriately restricted.

Owners have exclusive access to billing and subscription settings

Admin

Admins manage the day-to-day governance operations of a workspace. They can configure how decisions work but cannot access billing.

Admin capabilities:

• Everything members can do, plus:

• Invite and remove workspace members

• Change member roles (except owner)

• Create and configure projects

• Create and manage issues

• Configure issue settings (exhibit/motion permissions)

• Invite participants to issues

• Create and manage motions

• Open and close voting

• Create resolutions

• Delete draft issues

Member

Members participate in the governance process but cannot configure it.

Member capabilities:

• View all issues and motions they have access to

• Add exhibits (if issue permissions allow)

• Propose motions (if issue permissions allow)

• Second motions

• Comment on issues and motions

• View resolutions

Participants

Participants are external stakeholders invited to vote on specific issues. They are not workspace members and do not require a Decisio account.

How Participants Work

1. An admin invites a participant by email address

2. The participant receives an email with a unique invite link

3. They access the specific issue through that link

4. They can vote and comment on that issue only

Participant Capabilities

What participants can do:

• View the issue they were invited to

• View exhibits attached to that issue

• View motions on that issue

• Submit their vote on open motions

• Add justification to their submissions

• Comment on the issue and its motions

What participants cannot do:

• View other issues in the workspace

• Create issues or motions

• Access workspace settings

• Invite other participants

Participant Identity

Participants do not need to create an account to vote. However, if they later create a Decisio account with the same email address, their participant history is linked to their account automatically.

Permission Levels by Entity

Workspace Permissions

Action	Owner	Admin	Member	Participant
View workspace	Yes	Yes	Yes	No
Update workspace settings	Yes	Yes	No	No
Delete workspace	Yes	No	No	No
Access billing	Yes	No	No	No

Member Management Permissions

Action	Owner	Admin	Member	Participant
View members	Yes	Yes	Yes	No
Invite members	Yes	Yes	No	No
Remove members	Yes	Yes	No	No
Change roles	Yes	Yes*	No	No

*Admins cannot change the owner role or promote someone to owner.

Owners and admins can add new members to the workspace

Project Permissions

Action	Owner	Admin	Member	Participant
View projects	Yes	Yes	Yes	No
Create projects	Yes	Yes	No	No
Update projects	Yes	Yes	No	No
Delete projects	Yes	Yes	No	No
Archive projects	Yes	Yes	No	No

Issue Permissions

Action	Owner	Admin	Member	Participant
View issues	Yes	Yes	Yes	Invited only
Create issues	Yes	Yes	No	No
Update issues	Yes	Yes	No	No
Delete draft issues	Yes	Yes	No	No
Open issues	Yes	Yes	No	No
Close issues	Yes	Yes	No	No
Invite participants	Yes	Yes	No	No

Exhibit Permissions

Exhibits follow configurable permissions set at the issue level:

When exhibit_permissions = "anyone":

Action	Owner	Admin	Member	Participant
View exhibits	Yes	Yes	Yes	Yes
Add exhibits	Yes	Yes	Yes	No

When exhibit_permissions = "admins_only":

Action	Owner	Admin	Member	Participant
View exhibits	Yes	Yes	Yes	Yes
Add exhibits	Yes	Yes	No	No

Exhibits can only be withdrawn or superseded by admins/owners.

Motion Permissions

Motions follow configurable permissions set at the issue level:

When motion_permissions = "anyone":

Action	Owner	Admin	Member	Participant
View motions	Yes	Yes	Yes	Yes
Create motions	Yes	Yes	Yes	No
Second motions	Yes	Yes	Yes	No

When motion_permissions = "admins_only":

Action	Owner	Admin	Member	Participant
View motions	Yes	Yes	Yes	Yes
Create motions	Yes	Yes	No	No
Second motions	Yes	Yes	Yes	No

Additional motion permissions:

Action	Owner	Admin	Member	Participant
Update own motion	Yes	Yes	Yes	No
Withdraw own motion	Yes	Yes	Yes	No
Open voting	Yes	Yes	No	No
Close voting	Yes	Yes	No	No
Resolve motion	Yes	Yes	No	No

Submission Permissions

Action	Owner	Admin	Member	Participant
View submissions (after voting)	Yes	Yes	Yes	Yes
Submit vote	As participant	As participant	As participant	Yes
Change own vote	As participant	As participant	As participant	Yes

Note: Workspace members vote on issues where they are invited as participants. Being a member does not automatically make you a voter.

Resolution Permissions

Action	Owner	Admin	Member	Participant
View resolutions	Yes	Yes	Yes	Yes
Create resolutions	Yes	Yes	No	No
Supersede resolutions	Yes	Yes	No	No

Resolutions cannot be deleted or directly edited once created.

Comment Permissions

Action	Owner	Admin	Member	Participant
View comments	Yes	Yes	Yes	Yes
Add comments	Yes	Yes	Yes	Yes
Edit own comments	Yes	Yes	Yes	Yes
Delete own comments	Yes	Yes	Yes	Yes
Delete any comments	Yes	Yes	No	No

Private Projects

Projects can be marked as private. When a project is private:

• Only explicitly added project members can see its issues

• Admins and owners can always see private projects

• Regular members must be added to the project to access it

This allows workspaces to have confidential decision streams that are not visible to all members.

Role Assignment Best Practices

Owner

• Assign to the person accountable for the workspace

• Consider having a succession plan for ownership transfer

• Use for the primary billing contact

Admin

• Assign to people who manage governance processes

• Board secretaries, committee chairs, compliance officers

• People who need to configure issues and create resolutions

Member

• Assign to regular participants in decisions

• Board members, committee members, stakeholders

• People who need visibility but not administrative control

Participant

• Use for external stakeholders who vote on specific issues

• Consultants, contractors, or advisory members

• People who should not see other workspace activity

Changing Roles

To change a member's role:

1. Go to Workspace Settings > Members

2. Find the member you want to update

3. Select their new role from the dropdown

4. Changes take effect immediately

Use the role dropdown to change a member's role

Note: You cannot demote yourself if you are the only owner. Transfer ownership first.

Related

• Understanding Decision Governance - Why roles matter

• The Decision Lifecycle - When each role acts

• Workspaces - Managing your workspace