Roles overview
CARA separates who you are in the organisation from what you can click.
Admin vs Member
| Admin | Member | |
|---|---|---|
| Product meaning | God inside one organisation | Limited operator |
| Typical work | Policy, users, approvals, invoices, org profile | Assignees, milestones, submit filings, inbox |
| Access model | Broad org powers + designations | Almost everything via designations |
Org user records still store a role of admin or member. Fine-grained feature access comes from Policy (departments → designations → permission grants). Admins assign designations on the user detail screen.
How to use these docs
- Admins: follow Org setup → Accounts → Filings → Invoices, plus the Admin checklist.
- Members: focus on Accounts (as assignee), Milestones, Filings (submit), and Inbox — see the Member checklist.
Who can do this
| Action | Admin | Member |
|---|---|---|
| Manage Policy and Users | Yes | Only if granted |
| Approve accounts / filings | Yes (typical) | Only if granted |
| Day-to-day milestones & submit | Yes | Yes (typical when assigned) |