Role Assignment
Understand and manage account and project roles to control access effectively.
Upstat uses a two-layered permission model: account roles and project roles. This allows you to assign high-level privileges across the platform, while also defining more specific responsibilities within each project.
Account Roles
Account roles determine what a user can access and manage at the organization level. These roles apply across all projects in the account and are managed from Account Settings → Team.
Available Account Roles
| Role | Description |
|---|---|
| Owner | Full access to everything, including billing, user invites, and ownership transfer |
| Administrator | Can manage users, settings, projects, and billing |
| Editor | Can change settings, but cannot manage users or billing |
| Billing | Can manage billing and subscription only |
| Member | Can access assigned projects but has no account-level permissions |
Only Owners and Administrators can assign or change account roles.
![team-settings.png]
Project Roles
Project roles define what a user can do within a specific project. Each project manages its own list of members and roles, in addition to the user’s account role.
Available Project Roles
| Role | Description |
|---|---|
| Project Manager | Full control over the project, including settings, members, etc. |
| Contributor | Can create and manage project resources such as incidents, monitors, etc. but cannot edit project settings, or manage project membership. |
| Analyst | Read-only access to incidents, monitors, but can edit and view reports |
| Viewer | Read-only access |
Only Project Managers, Account Owners, or Administrators can edit a users project membership.
![role-assignment.png]
Who Can Assign Roles?
| Task | Required Role |
|---|---|
| Invite a user to the account | Owner or Administrator (account role) |
| Assign or change account roles | Owner or Administrator |
| Add a user to a project | Project Manager for that project (or Owner/Administrator) |
| Change a user’s project role | Project Manager (or Owner/Admin) |
How to Assign Roles
To assign an account role:
- Go to Account Settings → Team
- Find the user you want to modify
- Click the role dropdown and choose a new role
- Changes are saved immediately
To assign a project role:
- Go to the specific project
- Open Project Settings → Members
- Click Add Member or update an existing member
- Choose a project role
- Save
Summary
- Account roles grant platform-wide privileges and are set at the account level
- Project roles define what a user can do within each project individually
- Only Owners and Admins can invite users or change account roles
- Project Managers can manage access to their own project for any account member
Learn more