User Roles (Admin vs Member)

Role Types

DataVault has two user roles within an organisation:

Organisation Admin

Organisation administrators can:

• Access the Team Management page
• Invite new users
• Remove or deactivate users
• Promote or demote other users
• Resend invitation emails

Note: The billing administrator is a separate designation. Only the billing admin can access the Stripe Billing Portal to manage payment methods, invoices, and plan changes. The billing admin is typically the person who originally subscribed.

Member

Regular members can:

• Access all data within the organisation's subscription (banknotes, coins, reference data)
• Use all features included in the subscription plan
• Export data (if the plan includes export access)
• View and edit their own profile

Members cannot access team management features or invite/remove other users.

Changing Roles

An organisation admin can promote a member to admin or demote an admin to member:

1. Find the user in the Team Members table
2. Click the user/shield icon in the Actions column

The role change takes effect immediately.