Organisation Roles
Every member of a Kazinex organisation is assigned an organisation role that defines their baseline capabilities across the platform. This role applies organisation-wide, regardless of which project they are in.
Role overview
| Role | For | Key capability |
|---|---|---|
org_admin | IT admins, senior document control managers | Full control — everything |
org_manager | Project directors, department managers | Manage members and projects |
member | Regular team members | Defined by project role |
workflow_responder | External reviewers, contractors | Respond to assigned steps only |
org_admin
The Org Admin has unrestricted access to all features across the organisation.
Can do everything, including:
- Create, edit, delete, and archive any project
- Manage all organisation members (invite, role change, remove)
- Configure all organisation settings: branding, security, storage, metadata, webhooks, mail configuration
- Access and manage all documents, workflows, correspondence, and transmittals in any project
- View and export the audit log for any project or organisation
- Manage billing and subscription settings
- Access the Super Admin panel (if enabled)
- Grant and revoke Org Admin to other members
When to assign: Senior document control managers, IT administrators, or the person responsible for the overall Kazinex implementation. Keep the number of Org Admins to a minimum (typically 1–3 per organisation).
org_manager
The Org Manager can manage members and projects but cannot access billing or the most sensitive settings.
Can do:
- Invite members and change their organisation roles (up to org_manager — cannot grant org_admin)
- Create new projects and assign project teams
- Access all projects as if they were a Project Admin
- Configure organisation settings except: billing, subscription, and Super Admin functions
- View the organisation-level audit log
Cannot do:
- Manage billing or subscription details
- Grant or revoke org_admin role
- Access Super Admin features
When to assign: Project directors, PMO leads, or department managers who need to create and oversee projects but should not have billing access.
member
Member is the standard role for regular team members. A member's actual capabilities within a project are determined by their project role in that project.
At the org level, a member can:
- Log in to Kazinex
- View their profile and notification preferences
- Access projects they have been explicitly added to
- Accept invitations to projects
Cannot do at the org level (without a project role):
- Create projects
- View other members' details
- Access any project they have not been invited to
- Change any settings
When to assign: All regular team members — engineers, coordinators, document controllers, subcontractor contacts.
workflow_responder
Workflow Responder is a special role for external parties who need to respond to workflow steps but should not access the broader platform.
Can do:
- Log in to Kazinex
- View workflow steps assigned to them and take actions (approve, review, acknowledge, sign)
- View the documents linked to their assigned steps
- Leave comments on their assigned steps
Cannot do:
- Browse the Document Register
- View the Correspondence or Transmittals hub
- Access Reports
- View other workflows not assigned to them
- Create documents, correspondence, or transmittals
When to assign: External design consultants, contractor representatives, or client reviewers who need to respond to approval requests but should not see your internal project content. More restrictive than Reviewer (project role) — ideal for parties outside your organisation.
Cost note: Workflow Responders may have different licensing implications than regular members. Check your plan details.
Changing organisation roles
- Go to Settings → Members (Org Admin only).
- Find the member.
- Click their current role badge.
- Select the new role from the dropdown.
- Confirm.
Role changes take effect immediately. The member's active sessions are not terminated — they see the new permissions on their next page load.
What's next
- Project Roles — what members can do within a specific project
- Permission Actions — the 14 specific actions and which roles have them
- Permission Actions Matrix — full grid reference