Managing Roles
How to change member roles and permissions
Understanding and managing roles helps you control access and permissions within your Crellus organization.
Available Roles
Owner
Full administrative control over the organization:
- Create and edit pitch decks
- Upload and manage templates
- Invite new members
- Remove members
- Change member roles
- Access organization settings
- Transfer ownership
- Delete the organization
Member
Standard access for day-to-day work:
- Create and edit pitch decks
- Upload and use templates
- View team members
- Access shared resources
- Manage their own account settings
Changing Roles
Only owners can change member roles:
- Go to team management (sidebar or Settings → Team)
- Find the member in the list
- Click on their current role
- Select the new role from the dropdown
- Confirm the change
Role Permissions Matrix
| Permission | Member | Owner |
|---|---|---|
| Create pitch decks | Yes | Yes |
| Edit pitch decks | Yes | Yes |
| Upload templates | Yes | Yes |
| View team members | Yes | Yes |
| Invite members | No | Yes |
| Remove members | No | Yes |
| Change roles | No | Yes |
Multiple Owners
An organization can have multiple owners:
- All owners have equal permissions
- Owners can promote members to owner
- Owners can demote other owners to member
- At least one owner must remain in the organization
Warning: Be careful when promoting users to Owner. They'll have full control including the ability to remove you.
Removing Members
Owners can remove members:
- Go to team management
- Find the member to remove
- Click the remove/delete button
- Confirm the removal
Note: Removed members lose access immediately, but their created pitch decks remain in the organization.
Leaving an Organization
Members can leave an organization voluntarily:
- This removes them from the team
- They lose access to the organization's workspace
- Their created content remains in the organization
Note: The last owner cannot leave without transferring ownership first.
Transferring Ownership
To transfer primary ownership:
- Promote the new owner to the Owner role
- The new owner now has full access
- You can remain as an owner or demote yourself
Best Practices
- Keep the number of owners minimal (1-2 for most teams)
- Use the Member role for most team members
- Review roles periodically as team needs change
- Remove access promptly when people leave
- Document who has owner access for your records