> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartchange.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Understanding Team Roles and Permissions

When you add someone to your SmartChange organization, their role decides what they can do. There are three roles. You can see them in **Settings → Members** under **Roles**. Each role card shows how many people have it.

![Settings Members with the members table and Roles cards](https://storage.crisp.chat/users/upload-1/website/-/8/f/e/3/8fe32a7262b6a800/settings-members_1fvl6w8.jpg)

### Organization owner
Everything, including money out and who else gets in. Give this role to as few people as you can. An organization can have more than one owner.

- Bank & payouts
- Refunds
- Invite people
- Change settings

Owners also receive the organization's digests (**Weekly Agent digest**, **Weekly performance summary**, **Monthly performance summary**) when they're turned on in **Settings → General → Digests**.

### Organization manager
Runs the day to day: builds forms, posts updates, and reads the numbers. Never touches a bank detail.

- Build forms
- Post updates
- Read payments
- Run reports

Managers can't issue refunds, see bank details, or manage the team.

### Viewer
Read-only. For a consultant, a board member, or anyone who needs the picture but not the controls.

- Read the dashboard
- Read reports

Viewers can't change anything.

### Seeing who has access

**Settings → Members** lists each person with their **Role** and **Access** (when they were last seen). The number of team members you can have depends on your plan: up to 5 on Standard, up to 10 on Growth, and unlimited on Professional.

**A note on bundlers:** Bundlers are not a team role. They are contributors who share a form with their own link. They show on a form's **Settings** tab under **Bundlers**, with what each one raised. They don't sign in to your organization.

**Changes to roles in SmartChange 2.0:** The old Admin, Editor, Viewer, and Vendor roles are replaced by the three roles above.

To add someone, see [Adding a Team Member](https://smartchange.crisp.help/en/article/adding-a-team-member-d1tvkz/).

Questions? Email us at [support@smartchange.app](mailto:support@smartchange.app).