Members and roles
The role catalog, the permission matrix, and how to manage access over time.
What this is
Every member has a role in each organization they belong to. Role decides what they can see and do. The catalog is fixed — no custom roles today — and chosen for the operational shape of a frontline business.
The role catalog
Owner
The senior account holder. Full access to everything in the account, including billing and account-level settings. Most accounts have one or two Owners.
Admin
Full operational control. Can manage members, configure both products, edit goals and rewards, and see every site in the organizations they have access to. Cannot see or change billing.
Operator
Day-to-day //Ops control. Can see the roster, configure and edit goals, manage rewards, and act on roster flags for their organization. Cannot manage members or billing.
Recruiter
Day-to-day //Recruiting control. Can manage jobs, review candidates, run screening, and adjust advertising for their organization. Cannot see //Ops data.
Team Member
The frontline worker view. Sees their own profile, points balance, the rewards catalog they can redeem from, and the leaderboard. Uses the Talent app.
Permission matrix
| Capability | Owner | Admin | Operator | Recruiter | Team Member |
|---|---|---|---|---|---|
| See roster | ✓ | ✓ | ✓ | ||
| Edit goals | ✓ | ✓ | ✓ | ||
| Configure rewards | ✓ | ✓ | ✓ | ||
| See jobs & candidates | ✓ | ✓ | ✓ | ||
| Run screening | ✓ | ✓ | ✓ | ||
| Invite members | ✓ | ✓ | |||
| Change roles | ✓ | ✓ | |||
| Manage billing | ✓ | ||||
| See own points & rewards | ✓ | ✓ | ✓ | ✓ | ✓ |
Managing roles over time
Promoting a Team Member
Common path. A team member becomes a shift lead. From Members, change their role from Team Member to Operator. They keep their history. Next time they log in, they get the operator portal.
Reassigning across organizations
A regional VP who initially joined one organization now needs visibility into a second. Add the second organization to their member record with the appropriate role. They'll see an organization switcher.
Off-boarding
When someone leaves, revoke access from Members. Their work history stays attached for audit. If you re-hire them later, invite as new — don't reactivate, to keep audit trails clean.