Understanding user roles (Admin vs User)
Understanding user roles (Admin vs User)
Every Prospo user has a role that determines what they can see and do within the platform. There are two roles available to organisations: User and Organisation Admin.
Role comparison
CapabilityUserOrganisation Admin
Use Prospo features (meetings, documents, AI tools)
Yes
Yes
View their own profile
Yes
Yes
Invite new team members
No
Yes
Manage existing team members
No
Yes
Remove team members
No
Yes
View and edit organisation profile
No
Yes
Manage connectors and integrations
No
Yes
Manage templates
No
Yes
Access billing and payments
No
Yes
User
The User role is for everyday team members — advisers, paraplanners, and support staff who use Prospo to do their work. Users have full access to Prospo's features but cannot manage the organisation, its settings, or other team members.
Organisation Admin
The Organisation Admin role is for whoever manages the Prospo account — typically the practice manager or principal adviser. Org Admins have all the same access as Users, plus full control over the organisation:
- Inviting and removing team members
- Assigning and changing roles
- Managing billing and subscription details
- Configuring organisation-wide settings, connectors, and templates
We recommend having at least two Org Admins in your organisation so there is always a backup if one person is unavailable.
Changing a user's role
- Go to Settings → Users
- Find the team member in the list
- Click Edit next to their name
- Change their role and save
Only Org Admins can change roles. A user cannot change their own role.