Role hierarchy
Each higher role is a complete superset of the one below it. Admins can do everything core team members can, and core team members can do everything members can.What each role can do
Organization management
Projects, deliverables, and opportunities
Expert Requests
Other features
Roles across all surfaces
The same role model applies wherever you interact with Kowalah:Platform (app.kowalah.com)
Your role controls which actions appear in the UI. Members see a simplified interface focused on browsing and creating drafts. Admins and core team members see full management controls.Kowalah Agent (Slack, Teams, Google Chat)
When you@mention Kowalah in a chat tool, the agent checks your organization role before executing actions:
- Members can read all data, capture Opportunities, and create Expert Request drafts
- Core team can additionally create and update tasks, risks, decisions, milestones, and deliverables
- Admins can additionally create and manage projects and stakeholders
MCP connector (Claude)
The MCP server enforces the same role-based access. Tools available in your AI assistant depend on your role in the organization.How roles are assigned
Organization admins assign roles when inviting team members. To change someone’s role:1
Go to Settings
Click Settings in the sidebar.
2
Select Members
Find the team member whose role you want to change.
3
Update their role
Select the new role from the dropdown. The change takes effect immediately.
You need the admin role to manage team members and their roles.
Multiple organizations
If you belong to more than one Kowalah organization, your role is independent in each. You might be an admin in one organization and a member in another. Use the organization switcher in the sidebar to move between them.What’s next
Organization settings
Configure your organization
Invite your team
Add team members to your organization