Agendized uses two separate layers of roles: an organization role, which controls what you can do across the whole organization, and a team role, which controls what you can do within a specific team (such as a board or committee) and during that team's meetings. A person's organization role and team role are independent — for example, someone can be an organization Member but hold the Officer role on one particular team.
Organization roles
Organization roles are assigned from the organization's Members page (Organizations > your organization > Members) and apply across every team in that organization.
| Role | What it means |
|---|---|
| Owner | Full organization management. There is typically one Owner per organization (usually whoever created it), though ownership can be transferred. |
| Admin | Can manage organization settings and members — adding, removing, or changing the role of other members — without full owner-level control. |
| Member | Regular member of the organization. Can be added to teams and meetings, but doesn't manage organization-wide settings or membership. |
When inviting someone new to the organization, you can assign them as Admin or Member; changing an existing member to Owner is done from that member's Edit page.
New members invited by email who haven't yet finished setting up their Agendized account may also show an Unconfirmed status until they do.
Team roles
Team roles are assigned when you add someone to a team (see the separate article on inviting members to a team) and control what that person can do within that specific team and its meetings.
| Role | What it means |
|---|---|
| Officer (voting) | A voting governance role. Officers typically manage meetings, the agenda, and minutes for the team, and are commonly designated as the Presiding Officer or Recording Officer for a given meeting. |
| Member (voting) | A voting body member. Can move and second motions and vote on them during meetings. |
| Adviser (non-voting) | A non-voting advisory role — for example, counsel or parliamentarian staff who attend and contribute but don't vote. |
| Observer (non-voting) | A non-voting attendee with read-only access to the team and its meetings. |
| Meeting Administrator (non-voting) | A non-voting role focused on administering meeting data — for example, uploading documents or managing logistics — on behalf of participants. |
What each team role can generally do
- Moving, seconding, and voting on motions is limited to voting roles — Officers and Members. Only voting members see their own vote buttons during a live vote.
- Running a meeting — starting it, pausing/resuming, advancing the agenda, and calling for a vote — is generally done by Officers, particularly whoever is set as the meeting's Presiding Officer.
- Viewing a meeting live or after the fact — the agenda, motions, debate status, vote tallies, and minutes — is available to everyone on the team regardless of role, including non-voting Advisers and Observers.
- Team membership and settings, such as inviting or removing members and setting their role or title, are managed from the Team Members page by whoever has sufficient standing on the team (typically Officers) or organization Admins/Owners.
How the two layers interact
Because organization and team roles are independent, it's worth checking both when you're trying to figure out what someone can or can't do:
- An organization Owner or Admin can manage organization-wide settings and membership, but that doesn't automatically make them a voting member of every team — their team role still determines what they can do inside a specific team's meetings.
- A team Officer or Member (voting roles) can fully participate in that team's meetings, but team-level permissions don't extend to organization-wide settings unless that person also holds an Admin or Owner role at the organization level.
If someone can't do something you'd expect — like voting on a motion or editing a meeting — the most common cause is a mismatch between these two roles: check their team role on the Team Members page first, since that's what governs meeting participation, and their organization role on the Members page if the issue is about organization-wide access.
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