Team & access
Roles explained: Owner, Admin, Member and Viewer
Every person in your organization has one role. Here is exactly what each role can do in M365Assessments.
- Who can do this
- Everyone
- Plan
- All plans
- Time
- 2-minute read
The four roles
- Owner: full control, including billing, single sign-on and managing other owners.
- Admin: manage teammates (except owners) and customers, send onboarding and consent links, manage modules, schedules, branding and billing, and run assessments.
- Member: run assessments and view reports.
- Viewer: view customers, assessments and reports, and download files. Can't change anything.
What each role can do
| Action | Viewer | Member | Admin | Owner |
|---|---|---|---|---|
| View dashboard, customers, modules, schedules and team | ✓ | ✓ | ✓ | ✓ |
| Open reports and download Word / PowerPoint files | ✓ | ✓ | ✓ | ✓ |
| Suggest features, vote and comment on the Feedback board | ✓ | ✓ | ✓ | ✓ |
| Run an assessment on demand | — | ✓ | ✓ | ✓ |
| Add customers, choose modules, send onboarding and consent links | — | — | ✓ | ✓ |
| Disable modules, offboard customers | — | — | ✓ | ✓ |
| Set up, edit or remove schedules | — | — | ✓ | ✓ |
| Delete assessments | — | — | ✓ | ✓ |
| Edit report branding and logo | — | — | ✓ | ✓ |
| Change plan, open billing and invoices | — | — | ✓ | ✓ |
| Invite teammates, change roles and remove members (not owners) | — | — | ✓ | ✓ |
| Invite, promote or remove owners; transfer ownership | — | — | — | ✓ |
| Turn single sign-on & roles on or off | — | — | — | ✓ |
Rules that always apply
- An organization always keeps at least one Owner: nobody can remove or demote the last Owner, and the last Owner can’t leave.
- You can lower your own role or leave, but you can’t raise your own role.
- People whose role comes from Microsoft Entra (single sign-on & roles) show Managed in Entra ID and can't be changed or removed in the portal: change their assignment in Entra instead.
- In a suspended organization everyone is read-only.
Good to know
Your own role is shown under Settings › Organization › Your role, and everyone's role is listed on the Team page.
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