User role management

User roles define what different users are allowed to see and do inside Sally.

They help teams clearly separate responsibilities (for example administration vs. daily usage), reduce the risk of unintended changes, and keep account management clear and scalable as your organization grows.

Each user in Sally is assigned exactly one role, which determines their permissions across settings, users, licenses, and content.

Quick Navigation:

1. How to assign user roles
2. User role permissions overview

1. How to assign user roles

1. Go to Settings.

   

   Go to Settings

2. Open the tab Users.

3. Under the Management tab, select the user whose role you want to edit.

4. Choose the role from the Role dropdown (Owner, Admin, or Member).

   

   Choose the role

Changes are applied immediately.

info

The next section provides a detailed overview of the permissions for each user role in Sally.

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2. User role permissions overview

The table below shows which actions are available for each user role in Sally.
Permissions are grouped by functional areas to make responsibilities and access levels transparent.

2.1. Role definitions (summary)

• Owner
  Owners have full administrative access to the organization. In addition, they cannot be removed, blocked, or downgraded by Admins or Members.

• Admin
  Admins can manage the entire organization account, with the exception of changing or removing Owners.

• Member
  Members cannot change organization-wide settings. They can only manage their own personal settings and integrations.

2.2. Permissions matrix

Category	Permission	Owner	Admin	Member
Billing	Create subscription	✅	✅	❌
	Change subscription (licenses, billing cycle, etc.)	✅	✅	❌
	Update billing information	✅	✅	❌
	View / download invoices	✅	✅	❌
	Cancel subscription	✅	✅	❌
User management	Invite users	✅	✅	❌
	Edit users	✅	✅	❌
	Delete users	✅	✅	❌
	Assign licenses	✅	✅	❌
	Assign roles	✅ Owner ✅ Admin ✅ Member	❌ Owner ✅ Admin ✅ Member	❌
	Change user status (active / blocked)	✅ Owner ✅ Admin ✅ Member	❌ Owner ✅ Admin ✅ Member	❌
	Enable / manage SCIM	✅	✅	❌
Account	Change personal account settings	✅	✅	✅
	Change own password	✅	✅	✅
	Change organization settings	✅	✅	❌
Meeting assistant	Allow / block Sally from attending meetings	✅ personal ✅ organisation-wide	✅ personal ✅ organisation-wide	✅ personal ❌ organisation-wide
	Automatic meeting participation rules	✅ personal ✅ organisation-wide	✅ personal ✅ organisation-wide	✅ personal ❌ organisation-wide
Integrations	Connect calendar	✅	✅	✅
	Add personal integrations	✅	✅	✅
	Create/manage company integrations	✅	✅	❌
Content settings	Meeting quality benchmarks (create, edit, activate, delete)	✅	✅	❌
	Custom insights	✅ personal ✅ organisation-wide	✅ personal ✅ organisation-wide	✅ personal ❌ organisation-wide
	Vocabulary	✅ personal ✅ organisation-wide	✅ personal ✅ organisation-wide	✅ personal ❌ organisation-wide

This matrix provides a clear overview of personal vs. organization-wide permissions and helps teams maintain control, security, and accountability across Sally.