Assigning roles and designations

Formal designations unlock platform areas. They can be combined, but not every access pattern is a designation.

Available designations

• CHIEF_OF_STAFF: COS dashboard, summaries editor, Standup AI, org-wide report visibility.
• CEO: CEO dashboard, company structure, and published executive summaries.
• ADMIN: full platform administration: users, org, settings, audit, snapshots.

Structural access

• Staff access is the default for users without a special designation.
• Manager access comes from the manager field on user records.
• Head of Office access comes from the office record.

Multiple designations

A user can hold multiple formal designations simultaneously. A Chief of Staff who also manages a sub-team receives COS capabilities from the designation and manager capabilities from the org chart.

Change designations at Admin → Roles or directly from a user's profile in Admin → Users.