Roles overview
The Admin and General permission levels, the owner's role, and a table of what each can do in Vellum, from creating projects to billing.
Permission levels
Vellum has two permission levels: Admin and General. The level decides what each person can do across the company.
- Admin — manages company settings, employees, permissions, offices and project types, and can delete projects.
- General — sees everything, creates and edits projects, clients and events, reviews files and can delete clients. Doesn't manage employees, permissions, offices or project types, and doesn't delete projects.
Whoever creates the company is its owner and is always Admin — their permission can't be changed. Employees join as General; an Admin can promote an employee to Admin (or back to General) on the Permissions page, in the Admin area.
User types
There are three kinds of people in Vellum:
- Owner — created the company at sign-up. Always Admin, and the only one who manages billing: subscription, plan and extra storage.
- Employee — joined the firm with a 6-digit code entered by an Admin. Starts as General.
- Client — not part of the team: only has a client-portal login (Core and Professional).
Day to day, the permission level (Admin or General) decides what an employee can do. What a client sees is described in Client portal access.
What each can do
| Capability | Admin | General |
|---|---|---|
| View any project, client or event | Yes | Yes |
| Create projects, clients and events | Yes | Yes |
| Edit any project | Yes | Yes |
| Delete clients | Yes | Yes |
| Delete projects | Yes | No |
| Manage project types & stages | Yes | No |
| Manage employees & permissions | Yes | No |
| Manage offices | Yes | No |
| Manage billing & subscription | Owner only | No |