Team Roles and Permissions
Sumext separates workspace access by role so employees, contractors, reviewers, and firm staff only see what they need.
The 6 roles
Owner
Full workspace control, billing, team, integrations, approvals, and deletion controls.
Admin
Manage team, approvals, documents, contractors, integrations, expenses, and client workflows.
Member
Upload, review, and process documents where access is granted. Cannot manage billing or core approval settings.
Viewer
Read-only access to permitted dashboard data and documents.
Expense Submitter
Restricted portal for submitting and viewing their own expense claims only.
Contractor
Restricted contractor portal for submitting invoices, timesheets, and viewing their own submission statuses.
Best practice
Use Owner for the business account holder, Admin for operations managers, Member for processing staff, Viewer for read-only stakeholders, Expense Submitter for employees, and Contractor for external suppliers or field workers.