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Orgo has two types of roles: Organizational Roles (positions within your organization’s structure) and System Roles (permission levels for platform administration).

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How to access

Settings → Roles

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Organizational Roles

Organizational roles represent positions within your organization’s structure. They don’t automatically grant system permissions but help organize members and can be used for filtering and communication.

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Examples of Organizational Roles

  • President, Vice President, Secretary
  • Team Leader, Project Manager
  • Committee Chair, Board Member
  • Regional Director, Local Coordinator

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Creating Organizational Roles

1

Navigate to Roles

Go to Settings → Roles
2

Click Create Role

Start creating a new role
3

Configure settings

Set name, description, and options
4

Leave 'Is User Type' off

For organizational roles, keep this toggle disabled
5

Save

Save the new role

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System Roles (Permission Levels)

System roles control what actions users can perform in the platform. These are hierarchical permission levels:

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Permission Hierarchy

RoleDescriptionTypical Users
UserBasic member accessAll members
HR LocalMember management for local centerLocal HR staff
HR TenantMember management for entire orgCentral HR
Admin LocalFull admin for local centerLocal directors
Admin TenantFull admin for entire organizationExecutive team
Super AdminPlatform-level accessOrgo staff only

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Permission Capabilities

  • View own profile and edit allowed fields
  • View other members (based on privacy settings)
  • Register for events
  • Participate in discussions
  • Access enabled features
Everything in User, plus:
  • View and edit members in their local center
  • Export member lists
  • Manage local event attendance
  • View local reports
Everything in HR Local, plus:
  • View and edit all members
  • Manage membership applications
  • Send organization-wide communications
  • Access full member reports
Everything in HR Local, plus:
  • Configure local center settings
  • Manage local payments
  • Create local events
  • Manage local groups
Full administrative access:
  • All organization settings
  • All modules configuration
  • User management and permissions
  • Financial and payment settings
  • Integrations and API access

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Assigning Roles

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System Roles

To assign a system role to a user:
1

Find the user

Navigate to the user’s profile or the Users list
2

Edit user

Click Edit or access admin options
3

Modify roles

Add or remove system roles
4

Save

Save changes

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Organizational Roles

Organizational roles can be assigned through:
  • User profile editing
  • Role Groups (automatic assignment based on criteria)
  • Bulk import

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Role Groups

Role Groups automatically assign organizational roles to members who meet certain criteria. Example: Automatically add “Active Volunteer” role to all users with 10+ volunteer hours. Learn more about Role Groups →

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Configuring Role Visibility

Control who can see role information:
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whoCanSeeUserType
select
Configure in Users Module settings:
  • USER - All members can see roles
  • HR_LOCAL - Only local HR and above
  • HR_TENANT - Only organization HR and above
  • ADMIN - Only administrators

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Best Practices

Create roles that match your organization chart. This helps with communication and reporting.
Don’t give Admin Tenant to everyone. Most users only need User or HR_LOCAL level.
Audit who has admin access periodically. Remove permissions when people change roles.
Use role descriptions to explain what each role is responsible for.
Be careful when assigning Admin Tenant role. Users with this role have access to all organization settings, financial data, and member information.