Rutba CRM

Understand roles and access changes

Roles belong to a membership in one organization.

Owner, administrator, member and viewer are separate roles. The same account may have different roles across organizations.

Administrative actions cannot be used to edit your own membership. Leaving is a separate action, and the last active owner is protected from losing access.

  1. Check the organization you have selected before managing access.
  2. As an owner, manage other memberships within that organization.
  3. As an administrator, manage member and viewer roles only.
  4. Use suspension, restoration or removal intentionally; a revoked permission is enforced on the next request.

Questions before you get started

Why can’t I leave as the only active owner?
Another active owner must exist first so that the organization keeps an authorized owner.