Understanding Company Roles in CxPlanner

Company roles

Company roles in CxPlanner control what a user can do across the entire platform - not just in individual projects. They determine access to features like creating new projects, editing company settings, and managing other users.

Please note: Project roles are not the same as company roles.

Project roles define your permissions within a specific project, such as creating tasks, replying to issues, or accessing project settings. (you can read more about project roles here)
Company roles, on the other hand, define what you can do across the entire system, such as creating new projects or editing company-wide settings.

Explanation of the different Company Roles

There are three different roles for company profiles:

Role	Can create new projects	Can manage company users	Can view company agreement	Can create templates
Administrator	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Moderator	✅ Yes	✅ Yes	❌ No	✅ Yes
User	❌ No	❌ No	❌ No	✅ Yes

Troubleshooting

Problem	Cause	Solution
User can't create a new project	Their company role is only "User"	Change their role to Moderator/Admin
Can't manage another user’s role	Not an Administrator	Only Admins can assign company roles
Project role changes not working	Confusing company vs project roles	Ensure you're editing the correct role type

Updated on: 08/01/2025

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