Pilea

Support / Getting started

Pilea roles and permissions

Pilea has one set of roles, set at the organization level. Every member has exactly one role, and it follows them into every workspace they can access. There are no separate workspace roles: Owners and Admins act as workspace admins everywhere, Editors can write, and Viewers can read.

Organization roles

There are four roles: Owner, Admin, Editor and Viewer.

Permission Owner Admin Editor Viewer
View the backlog, mentions, companies and insights Yes Yes Yes Yes
Add and edit feedback Yes Yes Yes No
Create and edit backlog items, themes and tags Yes Yes Yes No
Chat with Pilea and run insights Yes Yes Yes No
Create and publish surveys Yes Yes Yes No
Add comments Yes Yes Yes No
Configure workspace settings (name, visibility, analysis, backlog automation, priority scoring) Yes Yes No No
Re-analyze a whole workspace Yes Yes No No
Add and remove members of a private workspace Yes Yes No No
Create, duplicate, reset and delete workspaces Yes Yes No No
Manage integrations Yes Yes No No
Manage API keys Yes Yes No No
Invite members as Editor or Viewer, cancel and resend invitations Yes Yes No No
Invite members as Admin Yes No No No
Change member roles Yes No No No
Remove members Yes Yes No No
Suspend and reactivate seats Yes No No No
Manage organization name, logo, timezone and company context Yes Yes No No
Configure PII redaction Yes Yes No No
View and manage billing Yes Yes No No
Transfer ownership Yes No No No
Delete the organization Yes No No No

ℹ️ Note: Every organization has exactly one Owner: the person who created it. Ownership can be transferred from Settings → Team, which demotes the previous Owner to Admin.

Public and private workspaces

Each workspace is either Public or Private:

  • Public workspaces are open to everyone in the organization, with the permissions from their role. No invites needed.
  • Private workspaces are visible in the workspace switcher, but only invited members can open them. The Owner always has access. Members are managed under Settings → Members in that workspace, or ticked under Private workspace access when you send an invitation. A private workspace always needs at least one admin member, so the last admin can’t be removed.

A member’s role is the same in every workspace: a Viewer stays read-only in a private workspace too.

💡 Tip: For most team members Editor is the right role. Use Viewer for stakeholders who need to see the backlog without making changes.

Which role should I assign?

If this person… Assign…
Manages integrations, billing, or onboards the team Admin
Is a PM, CS lead, or UX researcher actively using Pilea Editor
Is a developer using the MCP to read the backlog Editor (or Viewer if they only read)
Is an exec or stakeholder who needs read-only access Viewer

Stuck? Email us — a human answers, usually the same day.