Team member permissions matrix

Detailed team permissions

Each role (Admin, Editor, Viewer) has specific permissions across Certorix features.

Tree permissions

• View trees – Admin ✓ / Editor ✓ / Viewer ✓
• Create tree – Admin ✓ / Editor ✓ / Viewer ✗
• Edit tree – Admin ✓ / Editor ✓ / Viewer ✗
• Delete tree – Admin ✓ / Editor ✗ / Viewer ✗
• Publish/unpublish tree – Admin ✓ / Editor ✓ / Viewer ✗
• Export tree – Admin ✓ / Editor ✓ / Viewer ✓ (read‑only exporters)
• Import tree – Admin ✓ / Editor ✓ / Viewer ✗

Fact permissions

• View facts – Admin ✓ / Editor ✓ / Viewer ✓
• Create fact – Admin ✓ / Editor ✓ / Viewer ✗
• Edit fact – Admin ✓ / Editor ✓ / Viewer ✗
• Delete fact – Admin ✓ / Editor ✗ / Viewer ✗
• Certify fact (VNT) – Admin ✓ / Editor ✓ / Viewer ✗
• Uncertify fact – Admin ✓ / Editor ✗ / Viewer ✗

Freshdesk & widget permissions

• Configure Freshdesk – Admin ✓ / Editor ✗ / Viewer ✗
• KB sync import – Admin ✓ / Editor ✓ / Viewer ✗
• Generate widget code – Admin ✓ / Editor ✓ / Viewer ✓
• Modify widget settings – Admin ✓ / Editor ✓ / Viewer ✗

Account & billing permissions

• Invite team members – Admin ✓ / Editor ✗ / Viewer ✗
• Change roles – Admin ✓ / Editor ✗ / Viewer ✗
• Edit company profile – Admin ✓ / Editor ✗ / Viewer ✗
• View billing page – Admin ✓ / Editor ✓ / Viewer ✓
• Upgrade/downgrade plan – Admin ✓ / Editor ✗ / Viewer ✗