Initiative roles and permissions
Last updated: October 20, 2026
The roles
Role | Details |
|---|---|
Org Admin | Organization-wide administrator. The only role that can create or delete initiatives |
Initiative Owner | Accountable for one initiative. Full control of it, except creating or deleting it |
Initiative Editor | Can run the initiative day to day — stakeholder groups, content, topics, actions, pulse surveys, reports |
Viewer | Read-only oversight of the initiative's administrative side |
Content Creator | Creates and manages content and interactive forms, and manages the Knowledge Base |
Content Approver | Reviews and approves content assigned to them for approval |
Topic Content Creator | Creates and manages content within their assigned topics |
Every role except Org Admin is assigned per initiative. Someone can be an Owner of one initiative, a Content Creator in another, and hold nothing at all in a third.
What each role can do
✓ full access · ◐ partial access · — no access
Feature | Org Admin | Owner | Editor | Viewer | Content Creator | Content Approver | Topic Content Creator |
|---|---|---|---|---|---|---|---|
Create or delete the initiative | ✓ | — | — | — | — | — | — |
Assign the owner | ✓ | ✓ | — | — | — | — | — |
Edit details, publish and unpublish | ✓ | ✓ | — | — | — | — | — |
View overview and settings | ✓ | ✓ | ✓ | ✓ | — | — | — |
View members | ✓ | ✓ | ✓ | ✓ | — | — | — |
Manage members | ✓ | ✓ | — | — | — | — | — |
Manage roles | ✓ | ✓ | ◐ | — | — | — | — |
Manage stakeholder groups | ✓ | ✓ | ✓ | — | — | — | — |
Manage organization groups | ✓ | — | — | — | — | — | — |
View content | ✓ | ✓ | ✓ | ✓ | ✓ | ◐ | ◐ |
Manage content | ✓ | ✓ | ✓ | — | ✓ | — | ◐ |
Approve content | ✓ | ✓ | ✓ | — | — | ◐ | — |
Manage featured content and topics | ✓ | ✓ | ✓ | — | — | — | — |
View the Knowledge Base | ✓ | ✓ | ✓ | ✓ | ✓ | — | — |
Manage the Knowledge Base | ✓ | ✓ | ✓ | — | ✓ | — | — |
View actions and pulse surveys | ✓ | ✓ | ✓ | ✓ | — | — | — |
Manage actions and pulse surveys | ✓ | ✓ | ✓ | — | — | — | — |
View and manage interactive forms | ✓ | ✓ | ✓ | View only | ✓ | — | — |
View reports | ✓ | ✓ | ✓ | ✓ | — | — | — |
Manage reports | ✓ | ✓ | ✓ | — | — | — | — |
Partial access means:
Editors can assign every role except Initiative Owner and Initiative Editor
Content Approvers see and approve only content assigned to them for approval
Topic Content Creators see and manage content only within their assigned topics
To see this table in the product, open the initiative's Settings, go to Access & Roles, and choose See what each role can do.
Related: Adding members to an initiative · What is an initiative? · Knowledge Base