AviosXR CRM Docs

Roles and permissions

What Owners, Admins and Members can do in an organisation.

ActionOwnerAdminMember
Upload transcripts and start analyses✓✓✓
Link an upload to an existing customer or none✓✓✓
Read results, evidence and customer records✓✓✓
Download original transcripts✓✓✓
Retry a failed analysis✓✓✓
Read question sets and organisation context✓✓✓
See members and pending invitations✓✓✓
Leave the organisation✓✓
Edit, approve or revoke results✓✓
Create or delete customers✓✓
Change a result's customer✓✓
Rename speakers, delete analyses✓✓
Create and edit question sets✓✓
Edit organisation context✓✓
Invite members, cancel invitations✓✓
Change roles, remove members✓✓
Transfer ownership, close or restore the organisation✓

A few rules apply to everyone:

  • Nobody can change their own role or remove themselves; Admins and Members can leave instead.
  • The Owner role can't be given through an invitation. It only moves through a transfer of ownership.
  • Roles are per organisation. You can be the Owner of one organisation and a Member of another.