Roles and Permissions

Overview

Fortworx uses role-based access control to manage what each team member can do within a workspace. Every workspace member is assigned a role that determines their permissions.

Roles

Owner

The Owner role is automatically assigned to the user who creates the workspace. There is one Owner per workspace. Owners have the highest level of access, including the ability to manage billing, delete the workspace, and manage all settings.

Admin

Admins can manage workspace settings, invite and remove members, and perform all actions on reports. Admins cannot delete the workspace or manage billing.

Member

Members can view and work on reports, including changing statuses, adding notes, and sending correspondence. Members cannot manage workspace settings or invite other users. When a Member sends outbound correspondence on a report that belongs to a scope with a designated Lead, the email requires approval from the scope Lead before it is sent. See Correspondence Approval for details.

Suspended

Suspended users cannot access the workspace or perform any actions. An Admin or Owner can suspend a member to revoke their access without removing them from the workspace entirely.

Inviting Members

When inviting a new team member, you can assign them either the Admin or Member role. The Owner role cannot be assigned through invitations — it is reserved for the workspace creator. See Inviting Team Members for a step-by-step guide.