Permission Levels
Understand what each permission level can do in your organization.
How Permission Levels Work
Permission levels in Memml are cumulative - higher levels include all permissions from lower levels. This means that an Owner has all permissions, while a Basic user has the most restricted access.
These roles are assigned to users within your organization to control what they can see and do. It's important to assign roles thoughtfully based on each person's responsibilities and the level of access they need to perform their work effectively.
Important
All users only have access to data within their own organization. Users cannot see or access information from other organizations, ensuring your data remains private and secure.
Permission Level Overview
Full administrative access and control over the organization.
Can manage all financial aspects (invoices, bills, payments, budget).
General administrative access, can manage users, projects, contacts, partners.
Can create and edit contacts, partners, projects, tasks, and sponsorships.
Read-only access to most sections, can create activity logs.
Organization Management
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Organization View | ✓ | — | — | — | — |
| Create | ✓ | — | — | — | — |
| Edit | ✓ | — | — | — | — |
| Delete | ✓ | — | — | — | — |
| Import | ✓ | — | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | — | — | — | — |
| Organization User View | ✓ | — | — | — | — |
| Create | ✓ | — | — | — | — |
| Edit | ✓ | — | — | — | — |
| Delete | ✓ | — | — | — | — |
| Import | ✓ | — | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | — | — | — | — |
Financial Management
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Invoice View | ✓ | ✓ | — | — | — |
| Create | ✓ | ✓ | — | — | — |
| Edit | ✓ | ✓ | — | — | — |
| Delete | ✓ | ✓ | — | — | — |
| Import | ✓ | ✓ | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | — | — | — |
| Bill View | ✓ | ✓ | — | — | — |
| Create | ✓ | ✓ | — | — | — |
| Edit | ✓ | ✓ | — | — | — |
| Delete | ✓ | ✓ | — | — | — |
| Import | ✓ | ✓ | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | — | — | — |
| Payment View | ✓ | ✓ | — | — | — |
| Create | ✓ | ✓ | — | — | — |
| Edit | ✓ | ✓ | — | — | — |
| Delete | ✓ | ✓ | — | — | — |
| Import | ✓ | ✓ | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | — | — | — |
| Budget Item View | ✓ | ✓ | — | — | — |
| Create | ✓ | ✓ | — | — | — |
| Edit | ✓ | ✓ | — | — | — |
| Delete | ✓ | ✓ | — | — | — |
| Import | ✓ | ✓ | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | — | — | — |
| Variable View | ✓ | ✓ | — | — | — |
| Create | ✓ | ✓ | — | — | — |
| Edit | ✓ | ✓ | — | — | — |
| Delete | ✓ | ✓ | — | — | — |
| Import | ✓ | ✓ | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | — | — | — |
Project Management
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Project View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | — | — |
| Task View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
| Proposal View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | — | — |
Contact & Partner Management
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Contact View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | ✓ | ✓ | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
| Partner View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | ✓ | ✓ | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
| Project Sponsor View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
Event & Calendar
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Calendar Event View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
| Activity Log View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
Membership Management
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Membership View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | — | — |
| Membership Level View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | — | — |
Content & Files
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| Email Template View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | — | — |
| Edit | ✓ | ✓ | ✓ | — | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | — | — |
| File View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | ✓ |
| Link View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | — |
| Edit | ✓ | ✓ | ✓ | ✓ | — |
| Delete | ✓ | ✓ | ✓ | — | — |
| Import | ✓ | ✓ | ✓ | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | ✓ | ✓ | ✓ | — |
Personal
| Resource / Operation | Owner | Finance | Operations | Coordinator | Basic |
|---|---|---|---|---|---|
| My Account View | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create | ✓ | ✓ | ✓ | ✓ | ✓ |
| Edit | ✓ | ✓ | ✓ | ✓ | ✓ |
| Delete | ✓ | ✓ | ✓ | ✓ | ✓ |
| Import | ✓ | — | — | — | — |
| Merge | ✓ | — | — | — | — |
| Export | ✓ | — | — | — | — |
Understanding Operations
- View: Read-only access to view information. All permission levels can view most resources.
- Create: Ability to create new records. Coordinators and above can create most content.
- Edit: Ability to modify existing records. Usually requires the same level as Create.
- Delete: Ability to permanently remove records. Typically restricted to Operations level and above.
- Import: Bulk import data from files. Usually requires Operations level or above.
- Merge: Combine duplicate records. Typically restricted to Operations level and above.
- Export: Download data in various formats. Available to most permission levels.
- Financial Resources: Invoices, bills, payments, and budget items require Finance level (80) or above to access.
- Organization Management: Only Owners can manage organization settings and users.