Leanmote uses role-based access control (RBAC) so different teammates see only what they should and only admins can change configuration. This article describes each role and its permissions.
Available roles
Admin — full access. Can manage integrations, users, teams, settings, billing, and SSO. Can also view every dashboard and create global Views.
Editor / Manager — can view all dashboards, create and edit Views, and manage their team. Cannot manage integrations, users outside their team, or billing.
Member / Viewer — read-only access to dashboards they're scoped to. Can create personal Views but cannot share them globally.
How role assignment works
The first user in a workspace becomes the initial Admin.
Admins assign roles when inviting users (see Users management).
Roles can be changed from the Users page at any time. Changes apply immediately.
Recommended role policy
Two or three Admins per workspace — primary and backup. Avoid one-person dependencies.
Engineering managers as Editors so they can self-serve View creation.
Engineers as Members. They get the dashboards they need without admin overhead.
Executives as Members with access to Strategic Overview specifically.
Permission boundaries
Only Admins can connect or disconnect integrations.
Only Admins can invite or remove users.
Only Admins can change billing or SSO settings.
Editors can manage their team's roster but not other teams'.
Plan-tier note
Some role-level features (e.g., custom roles, granular per-team permissions) are available only on higher plan tiers. If a permission setting you expect to see is missing, check your plan or contact your account team.
Related articles
Users management
Teams management
SSO and SCIM