What each role can do in a business. Members are read-only by default — except they can add new issues to the Issues List and Future Issues List (added in v0.5.216).
Permission
Admin
Coach
Member
Read
See all strategy / operations / planning data
✓
✓
✓
See aggregated team check-in results
✓
✓
✓
Edit data
Add to Issues List / Future Issues List
✓
✓
✓
Edit / delete / resolve any issue
✓
✓
—
Add to 12 Month Issues (annual planning)
✓
✓
—
Edit strategy worksheets (Values, Targets, etc.)
✓
✓
—
Edit operations (Goals, Numbers, Meetings, To-Dos)
✓
✓
—
Run annual + quarterly planning sessions
✓
✓
—
Submit own team check-in response
✓
✓
✓
Team management
Invite new team members
✓
✓
—
Change another member’s role
✓
✓
—
Business
Billing
Edit account name / billing details
—
—
Counts against your 3 included seats
✓
✓
Security is enforced at the database layer (Supabase Row Level Security), not just in the UI — so a Member can’t bypass restrictions even with API access.