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Kowalah uses three organization-level roles that control what you can do across the platform, the Kowalah Agent, and the MCP server. Roles are assigned per organization, so you can have different roles in different organizations.

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.
RoleDescription
AdminFull access. Manages the organization, billing, team members, and all content.
Core teamManages projects, initiatives, and expert requests. Can approve and submit work.
MemberCan browse, create drafts, and participate in projects.

What each role can do

Organization management

ActionAdminCore teamMember
Manage organization settingsYes
Manage billing and subscriptionsYes
Invite and remove team membersYes
Assign roles to membersYes
View contractsYes
Manage organization contextYesYes
Manage tagsYesYes

Projects and initiatives

ActionAdminCore teamMember
View projects and initiativesYesYesYes
Create projectsYesYesYes
Edit and manage projectsYesYes
Create initiativesYesYesYes
Edit and manage initiativesYesYes
Manage milestonesYesYes
Manage risks and decisionsYesYes
Manage stakeholdersYesYes

Expert Requests

ActionAdminCore teamMember
Create draft Expert RequestsYesYesYes
Submit Expert RequestsYesYes
Approve Expert RequestsYesYes

Other features

ActionAdminCore teamMember
Use AI ChatYesYesYes
View AcceleratorsYesYesYes
View reporting and dashboardsYesYes
Create and manage tasksYesYes

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 and create initiative drafts or Expert Request drafts
  • Core team can additionally create and update tasks, risks, decisions, milestones, and initiatives
  • 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
2
Click Settings in the sidebar.
3
Select Members
4
Find the team member whose role you want to change.
5
Update their role
6
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