Roles and permissions: the complete reference
Dailybot has four roles that control what each person can do. This reference covers all of them.
Role overview
| Role | Scope | Who assigns it |
|---|---|---|
| Organization Admin | Full org-wide control | First installer; other admins |
| Team Manager | Manages assigned teams | Organization Admin |
| Member | Default role for all users | Automatic on join |
| Check-in Owner | Controls a specific check-in | Organization Admin or Team Manager |
Permissions matrix
| Permission | Org Admin | Team Manager | Member | Check-in Owner |
|---|---|---|---|---|
| View own check-in responses | Yes | Yes | Yes | Yes |
| Respond to check-ins | Yes | Yes | Yes | Yes |
| Give and receive kudos | Yes | Yes | Yes | Yes |
| Create check-ins | Yes | Yes | No | No |
| Edit check-in questions and schedule | Yes | Own teams | No | Assigned check-in only |
| View team check-in reports | Yes | Own teams | No | Assigned check-in only |
| Create tables | Yes | Yes | No | No |
| Create automations | Yes | Yes | No | No |
| Manage team membership | Yes | Own teams | No | No |
| Invite members to the organization | Yes | No | No | No |
| Remove members from the organization | Yes | No | No | No |
| Change a member’s role | Yes | No | No | No |
| View and manage billing | Yes | No | No | No |
| Change organization settings | Yes | No | No | No |
| Connect or disconnect chat platforms | Yes | No | No | No |
| Delete the organization | Yes | No | No | No |
| Set personal timezone and reminder time | Yes | Yes | Yes | Yes |
| View agent dashboard and Home feed | Yes | Yes | Yes | Yes |
| Connect a coding agent | Yes | Yes | Yes | No |
Edge cases
Note: A person can be both a Team Manager and a Check-in Owner. Permissions stack — they get the union of both roles’ capabilities.
Note: The first person to install Dailybot on a chat platform automatically becomes an Organization Admin. There must always be at least one Organization Admin in every organization.
Note: Check-in Owner is scoped to a specific check-in, not the entire org. Someone can own one check-in while having no special permissions on others.