Roles overview

Permission levels#

Vellum has two **permission levels**: Admin and General. The level is the source of truth for what a user can do across the company.

• Admin — manage company settings, project types, billing, and employees; can delete projects.
• General — full read access, plus the ability to create and edit own work. Can't manage company settings or delete projects.

Office Owners are created as Admins. Employees are created as General. An Admin can promote a General user (or demote an Admin) from the Employees page.

User types#

Alongside the permission level, every account has an account type — these are older labels that still surface in a few screens:

• Solo architect — using Vellum on your own.
• Firm owner — sole owner of a multi-person firm.
• Team member — joined a firm via an invite code. Always treated as non-admin, regardless of permission level.

Day to day, the permission level (Admin or General) is what gates actions. The account type only affects a few legacy screens and the onboarding flow.

What each can do#