> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> The four sharing roles in Budget Bandit — owner, admin, member, and viewer — and what each one can do.

Everyone you share with joins your organization in one of four roles. The role decides what they can do. You pick it when you [send the invite](/sharing/invite-a-partner), and the choices there are Admin, Member, and Viewer — the owner is the person who created the organization.

## The four roles

| Role       | Manage budget data | Invite people | Revoke invites | Remove members |
| ---------- | ------------------ | ------------- | -------------- | -------------- |
| **Owner**  | Yes                | Yes           | Yes            | Yes            |
| **Admin**  | Yes                | Yes           | Yes            | No             |
| **Member** | Yes                | No            | No             | No             |
| **Viewer** | No (read-only)     | No            | No             | No             |

### Owner

The person who created the organization. The owner has full control, including the only ability to **remove members**. There is one owner, and the owner can't be invited or removed through the Members page.

### Admin

A trusted co-manager. Admins can do everything with budget data and can **invite** new people and **revoke pending invites**. Admins can't remove existing members.

### Member

A full participant in the budget. Members can add and edit transactions, assign money, manage categories, and use reports. Members can't invite people or manage other members.

### Viewer

Read-only access. A viewer can see the budget, transactions, and reports but can't change budget data. For example, a viewer can't add or edit categories.

<Note>
  Use **Viewer** for an accountant or anyone who needs to look but not touch, **Member** for a partner who manages the budget with you, and **Admin** for a co-owner who also handles invites.
</Note>

## Who can do what at a glance

* **Send invites:** owner and admin.
* **Revoke a pending invite:** owner and admin.
* **Remove an accepted member:** owner only.
* **Change budget data:** everyone except viewer.

## Changing a role

Roles are set when you invite someone. To change a role, remove the member and re-invite them with the new role. See [Manage members](/sharing/manage-members). To transfer ownership, [contact support](/troubleshooting/contact-support).

## Related

<CardGroup cols={2}>
  <Card title="Invite a partner" icon="user-plus" href="/sharing/invite-a-partner">
    Send an email invite and pick a role.
  </Card>

  <Card title="Manage members" icon="users-gear" href="/sharing/manage-members">
    Revoke invites and remove members.
  </Card>
</CardGroup>