User roles determine what each person can access and manage within EOS One.
What user roles are
User roles help control organization-level permissions in EOS One. Roles can be managed from the People page in Settings.
View or update user roles
Click your profile picture or initials in the upper-right corner of EOS One.
Select Settings.
Under Company, click People.
Locate the user you want to update.
Select the appropriate role from the role dropdown.
User role types
Owner
The Owner is the creator of the organization.
Owners can:
Manage billing and subscriptions
Add and remove users
Update user roles
Create, edit, and publish Accountability Chart drafts
View all Accountability Chart drafts
Create, edit, and manage V/TO drafts
View all V/TO drafts
View meetings and meeting items across the organization through Insights
There can only be one Owner per organization.
Admin
Admins help manage the organization.
Admins can:
Manage billing and subscriptions
Add and remove users
Update user roles
Create, edit, and publish Accountability Chart drafts
View all Accountability Chart drafts
Create, edit, and manage V/TO drafts
View all V/TO drafts
View meetings and meeting items across the organization through Insights
Manager
Managers typically oversee teams within the organization.
Managers can:
Invite users with the Manager, Member, or Free Observer role
Create Process Documents
View or edit Accountability Chart drafts when granted access
Managers cannot:
Manage billing and subscriptions
Create Accountability Chart drafts
Publish Accountability Charts
View all Accountability Chart drafts
View all V/TO drafts
View the All Meetings tab
See all meeting items in the organization in Insights
Member
Members are standard users within the organization.
Members can:
Invite users with the Member or Free Observer role
View or edit Accountability Chart drafts when granted access
Members cannot:
Manage billing and subscriptions
Create Accountability Chart drafts
Publish Accountability Charts
View all Accountability Chart drafts
View all V/TO drafts
View the All Meetings tab
See all meeting items in the organization in Insights
Create Process Documents
Free Observer
Free Observers are non-paying users with limited, view-only access.
Free Observers can:
Be added as meeting attendees
Be assigned meeting items
Complete the Organizational Checkup
View content they have access to
Free Observers cannot:
Join live meetings
Resolve assigned items independently
Invite users
Billing access
Billing access is based on user role.
Owners and Admins can access and manage billing settings by default. Billing access cannot be manually granted or removed from individual users.
Managers, Members, and Free Observers do not have Billing access.
Accountability Chart access
Accountability Chart access is managed through a combination of user roles and draft permissions.
Owners and Admins can create Accountability Chart drafts and view all Accountability Chart drafts.
Managers and Members can be granted View or Edit access to Accountability Chart drafts.
Only Owners and Admins can publish Accountability Charts.
V/TO access
V/TO access is managed through a combination of user roles and draft access.
Owners and Admins can view all V/TO drafts.
Managers, Members, and Free Observers can view V/TO content they have access to.
Q&A
Where do I manage user roles?
Go to Settings > People to view and update user roles.
Who can manage billing and subscriptions?
Owners and Admins can manage billing and subscriptions by default.
Can Billing access be manually granted to another user?
No. Billing access is based on user role and cannot be manually granted or removed from individual users.
Can Managers invite other users?
Yes. Managers can invite users with the Manager, Member, or Free Observer role.
Can Members invite other users?
Yes. Members can invite users with the Member or Free Observer role.
Can Managers and Members edit Accountability Charts?
Yes. Managers and Members can edit Accountability Chart drafts when they have been granted Edit access.
Who can publish an Accountability Chart?
Only Owners and Admins can publish Accountability Charts.
Who can see V/TO drafts?
Owners and Admins can view all V/TO drafts.
Are Free Observers paid users?
No. Free Observers do not require a paid seat.
Search keywords
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