# Which permission does each role have?

> Exactly which permission each role has — one table, straight from the code.

Last updated: 2026-10-14

The table shows the permissions of each role of your office, as they are set right now. It is not a separate description: it is drawn from the roles themselves, so if a role changes in **Team › Team settings › Roles & permissions**, the table changes too. Without signing in you see the ready-made roles with their defaults.

What each role has by default is in the table below; whoever manages the roles can switch a permission on or off for a role, and the table shows it at once.

| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Projects & money |  |  |  |  |  |  |  |
| Create and edit projects and work items | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Delete projects and work items | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| See the projects' content (files, photos, notes) | ✓yes | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes |
| See the projects' files | ✓yes | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes |
| Upload, rename and move project files | ✓yes | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes |
| Delete project files | ✓yes | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes |
| See the amounts of money on projects and work items | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| Record and change fees and payments | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| Delete recorded payments | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| View project expenses | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| Manage a project's expenses | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| Delete project expenses | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| View a project's checklist | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Edit a project's checklist | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Delete checklist points | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Everyday work |  |  |  |  |  |  |  |
| Create and edit tasks | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Delete the office's tasks | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Create and edit notes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Delete other people's notes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Create and edit appointments | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | —no | —no |
| Delete appointments and field visits | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | —no | —no |
| View office messages | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | ✓yes |
| Answer and manage office messages | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | ✓yes |
| Delete office messages | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | ✓yes |
| Manage the useful links | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Delete useful links | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes | ✓yes |
| Customers |  |  |  |  |  |  |  |
| View customers and their details | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes | —no |
| Create and edit customers | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | —no |
| Delete customers from the book | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | —no |
| Create, edit and invite partners | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | —no |
| Delete partners from the contacts | ✓yes | ✓yes | ✓yes | —no | ✓yes | —no | —no |
| Office & team |  |  |  |  |  |  |  |
| View the team's members | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Manage the team's members | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Delete the team's members | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Labour cost — view and enter | ✓yes | —no | —no | —no | —no | ✓yes | —no |
| Change the labour cost rates | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| View the office settings | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Change the office settings | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| View the subscription | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Manage the subscription and the plan | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| ErgoMeeting |  |  |  |  |  |  |  |
| Open and close ErgoMeeting rooms | ✓yes | ✓yes | —no | —no | ✓yes | —no | —no |
| Record ErgoMeeting calls | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Delete ErgoMeeting rooms | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Data & files |  |  |  |  |  |  |  |
| View the files in ErgoCloud | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes | ✓yes |
| Create and edit in ErgoCloud | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes | ✓yes |
| Delete in ErgoCloud | ✓yes | ✓yes | ✓yes | —no | ✓yes | ✓yes | ✓yes |
| Reach the statistics | ✓yes | ✓yes | ✓yes | —no | —no | ✓yes | —no |
| Restore something from Deleted records | ✓yes | ✓yes | ✓yes | ✓yes | —no | —no | —no |
| Delete something permanently from Deleted records | ✓yes | ✓yes | —no | —no | —no | —no | —no |
| Public presence |  |  |  |  |  |  |  |
| View ErgoWeb — its home and statistics | ✓yes | ✓yes | —no | —no | —no | —no | ✓yes |
| Manage ErgoWeb — the public website and its posts | ✓yes | ✓yes | —no | —no | —no | —no | ✓yes |
| Delete ErgoWeb pages, posts and media | ✓yes | ✓yes | —no | —no | —no | —no | ✓yes |
| Help |  |  |  |  |  |  |  |
| View the office's support requests | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |
| Write and answer support requests | ✓yes | ✓yes | ✓yes | —no | —no | —no | —no |

Some permissions go together: **Manage customers and partners** needs **View customers and their details**. Switching the first on switches the second on; switching the second off switches the first off.

The owner always has every permission and their account is never deleted. An administrator cannot edit or delete the owner's account.