> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Permissions

> Understanding roles and permissions in organizations

## Permission Overview

Organizations use role-based permissions to control what members can do. Each role has different levels of access.

## Roles

### Owner

Organization owners have full access:

* **Organization Settings**: Full control
* **Member Management**: Add/remove members, change roles
* **Data Access**: View all organization data
* **Data Editing**: Can edit any data (with restrictions)
* **Organization Deletion**: Can delete organization

### Admin

Organization admins have elevated access:

* **Data Access**: View all organization data
* **Data Editing**: Limited editing of others' data
* **Member Management**: Can add/remove members (limited)
* **Settings**: Can manage most settings
* **Cannot**: Delete organization or change owner

### Member

Organization members have standard access:

* **Own Data**: Full control over own data
* **Organization Data**: View access (if enabled)
* **Data Creation**: Can create own campaigns/leads/deals
* **Limited Settings**: Limited access to settings
* **Cannot**: Manage members or organization settings

## Data Access

### View Permissions

**My Data (All Roles):**

* Always accessible
* Full view and edit
* Default view for members

**Organization Data:**

* **Owner/Admin**: Can view all
* **Member**: View only if enabled
* Filter by creator available

### Edit Permissions

**Own Data (All Roles):**

* Full edit permissions
* Can delete own data
* No restrictions

**Others' Data:**

* **Owner/Admin**: Can edit (with some restrictions)
* **Member**: Can edit leads and deals in organization, but campaigns depend on status
* Depends on item type and status (e.g., campaigns)

## Feature Permissions

### Campaigns

**Create:**

* All roles can create campaigns

**View:**

* Own campaigns: All roles
* Organization campaigns: Owner/Admin, Members (if enabled)

**Edit:**

* Own campaigns: All roles (if status allows)
* Others' campaigns: Owner/Admin only (if status allows)

**Delete:**

* Own campaigns: All roles
* Others' campaigns: Owner/Admin only

### Leads

**Create:**

* All roles can create leads

**View:**

* Own leads: All roles
* Organization leads: Owner/Admin, Members (if enabled)

**Edit:**

* Own leads: All roles
* Organization leads: Any organization member can edit any lead in the organization

**Delete:**

* Own leads: All roles
* Organization leads: Only creator or Owner/Admin can delete

### Deals

**Create:**

* All roles can create deals

**View:**

* Own deals: All roles
* Organization deals: Owner/Admin, Members (if enabled)

**Edit:**

* Own deals: All roles
* Others' deals: Owner/Admin only

**Delete:**

* Own deals: All roles
* Others' deals: Owner/Admin only

### Segments

**Create:**

* All roles can create segments

**View:**

* Own segments: All roles
* Organization segments: Owner/Admin, Members (if enabled)

**Edit:**

* Own segments: All roles
* Others' segments: Owner/Admin only

**Delete:**

* Own segments: All roles
* Others' segments: Owner/Admin only

## Settings Permissions

### Organization Settings

**Owner:**

* Full access
* Can change organization name
* Can delete organization

**Admin:**

* Most settings access
* Cannot delete organization
* Cannot change owner

**Member:**

* Limited access
* Cannot manage organization
* Personal settings only

### Feature Settings

**Custom Fields:**

* Owner/Admin: Can create/edit/delete
* Member: Can use, cannot modify

**Pipeline Stages:**

* Owner/Admin: Can customize
* Member: Can use, cannot modify

**Deal Fields:**

* Owner/Admin: Can customize
* Member: Can use, cannot modify

## Best Practices

1. **Assign Roles Appropriately**: Give roles based on responsibilities
2. **Limit Admins**: Only make trusted users admins
3. **Regular Review**: Review member roles regularly
4. **Document Permissions**: Make permissions clear to team
5. **Use View Modes**: Switch between personal and organization views