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What Permissions Does Each Role Have

Sumung has five role templates: Admin (full access to all modules), Advisor (views business details, edits financial data, view-only for…

Steps

  1. Go to Settings → Users & Roles → Roles & Permissions.
  2. Click a role template to see its module defaults and which users are assigned to it.
  3. Owner is marked "Locked" and can't be selected as a template - there's exactly one Owner per workspace.
  4. Assign the closest matching template to each teammate when inviting or editing them.

Related Articles

  • How to Assign a Role to a User
  • Understanding User Roles
  • How to Edit a User's Role

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