Control who sees what on your team

Three roles

Every team member gets one of three roles: Owner, Member, or Viewer. Each role has different permissions so you can control who does what.

Owners

Owners have full control. They can upload documents, manage templates, invite team members, change plan settings, and manage billing. Every account has at least one owner.

Members

Members can upload documents, process extractions, and review results. They can use templates but can't change account settings or manage the team.

Viewers

Viewers can see documents and extraction results but can't make changes. This is useful for stakeholders who need to see the data but shouldn't edit anything.