Understanding Company Roles in CxPlanner
Overview: company roles
Company roles control what a user can do across the whole CxPlanner license - creating projects, managing users, viewing the agreement, and creating templates - which is used when you decide who can administer the company rather than only work inside one project.
Project roles are different and are described in Description of project roles for users.
- Your role must be Company Admin to assign company roles.
- You can find the menu at Profile icon - Users.
- This changes company-wide permissions for the selected user. It does not change their project roles.
How to assign a company role
- Open the profile icon - Users.
- Find the user who needs a company role change.
- Set the company role to Administrator, Moderator, or User.
- Confirm whether the user still needs separate project roles in each project.
How company roles compare
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 |
Project roles define permissions inside a specific project, such as creating tasks or opening project settings. Company roles define license-wide actions such as creating projects or editing company settings.
Results: choosing a company role
- Use Administrator for people who manage users, security, and company settings
- Use Moderator for people who need to create projects and templates without full company admin rights
- Use User for people who only work inside projects they are invited to
Troubleshooting: company roles
Problem | Cause | Solution |
|---|---|---|
User cannot create a new project | Company role is User | Change their company role to Moderator or Administrator under Users |
Cannot manage another user's role | Your company role is not Administrator | Ask a Company Admin to open Users and change the role |
Changing a project role did not unlock company actions | Project roles and company roles are separate | Edit the company role for license-wide actions, and the project role for in-project permissions |
Updated on: 07/26/2026
Thank you!