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 |
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