Roles and permissions
The three roles in Proxon, what each one can do and see, and how to customize them.
Every person in a Proxon organization has one of three roles, and their role decides what they can do and what they can see. You choose a role for each person, and an admin can adjust what the Member and Admin roles are allowed to do.
The three roles
| Role | Can do, by default | Can see, by default | Editable |
|---|---|---|---|
| Member | Nothing | Everything | Yes |
| Admin | Everything | Everything | Yes |
| Owner | Everything | Everything | No |
Owner is a special role. It always belongs to the person who created the organization, there is only ever one, and its permissions cannot be changed. Admin and Member begin with the defaults above. An admin with the Manage roles permission can then turn individual permissions on or off for either of them.
What each action allows
| Permission | What it allows |
|---|---|
| Manage observers | Select and install Proxon observers across the organization. |
| Manage organization details | Edit the organization name, industry, and other details. |
| Set up integrations | Connect and disconnect AI-vendor and tooling integrations. |
| Invite people to Proxon | Send invitations to add teammates to the organization. |
| Manage roles | Edit roles and the permissions each role grants. |
| Enter budget information | Set spending budgets for AI usage. |
| Enter custom pricing for AI services | Override the per-service AI pricing used to compute spend. |
What each visibility permission allows
| Permission | What it allows |
|---|---|
| See Adoption, entire org | View organization-wide adoption leaderboards and activity. |
| See Cost Intelligence, entire org | View organization-wide cost intelligence, including per-person spend. |
| See My Usage | View your own usage on the My Usage page. |
| See Org Overview | View the organization overview roster. |
Customizing roles
An admin with the Manage roles permission edits roles under Roles in org settings, switching any of the permissions above on or off for the Member and Admin roles. The Owner role cannot be changed. Most organizations keep the defaults, where Members can see everything but take no actions, and Admins can both see and act.