> For the complete documentation index, see [llms.txt](https://finspectors.gitbook.io/finspectors-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://finspectors.gitbook.io/finspectors-documentation/know-your-platform/roles-and-responsibilities.md).

# Roles & responsibilities

## **Role Definitions**

**Super Admin**\
Full control over the entire organisation, clients and engagements. Can manage permissions, billing, users and all organisation settings. Only Super Admins can delete the organisation.

**Client Admin**\
Manages specific clients and their engagements. Can manage permissions, users and settings for the assigned client.

**Engagement Admin**\
Full control over assigned engagements. Can manage permissions, users, and engagement settings for the assigned engagement.

**Engagement Member**\
Access to assigned engagements. Can perform most engagement operations but cannot modify organisation settings, user settings or delete engagements.

**External Collaborator**\
External users invited to specific engagements. They cannot access organisation or client settings. Their access is limited to responding to assigned audit requests.

***

## **Organisation Management**

The following table shows what each role can do at the organisation level:

| **Action**                   | **Super Admin** | **Client Admin** | **Engagement Admin** | **Engagement Member** | **External Collaborator** |
| ---------------------------- | --------------- | ---------------- | -------------------- | --------------------- | ------------------------- |
| Invite organisation users    | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Set organisation permissions | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Manage organisation billing  | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Rename organisation          | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Delete organisation          | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |

***

## **Client Management**

The table below shows what each role can do at the client level:

| **Action**                              | **Super Admin** | **Client Admin** | **Engagement Admin** | **Engagement Member** | **External Collaborator** |
| --------------------------------------- | --------------- | ---------------- | -------------------- | --------------------- | ------------------------- |
| Create new client                       | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Rename client                           | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Assign users to the client              | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |
| Archive clients                         | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Delete clients                          | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Manage client user roles                | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |
| Invite or remove external collaborators | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |

***

## **Engagement Management**

The table below shows what each role can do at the engagement level:

| **Action**                              | **Super Admin** | **Client Admin** | **Engagement Admin** | **Engagement Member** | **External Collaborator** |
| --------------------------------------- | --------------- | ---------------- | -------------------- | --------------------- | ------------------------- |
| Create new engagement                   | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |
| Rename engagement                       | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |
| Assign users to the engagement          | ✔️              | ✔️               | ✔️                   | ❌                     | ❌                         |
| Archive engagements                     | ✔️              | ✔️               | ❌                    | ❌                     | ❌                         |
| Delete engagements                      | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Manage engagement user roles            | ✔️              | ✔️               | ✔️                   | ❌                     | ❌                         |
| Invite or remove external collaborators | ✔️              | ✔️               | ✔️                   | ❌                     | ❌                         |
| Update audit modules and workpapers     | ✔️              | ❌                | ❌                    | ❌                     | ❌                         |
| Review and approve audit modules        | ✔️              | ✔️               | ✔️                   | ❌                     | ❌                         |
| Respond to client requests              | ❌               | ❌                | ❌                    | ❌                     | ✔️                        |