> ## Documentation Index
> Fetch the complete documentation index at: https://docs.formo.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Role Based Access Control (RBAC)

> Manage team permissions with role-based access control. Assign Owner, Admin, Editor, or Viewer roles to enforce least-privilege access across your workspace.

## Overview

Formo uses workspace roles to control what each teammate can view or change.

* **Owner**: Full access to the workspace. Owners can invite admins, transfer ownership, delete the workspace, and delete projects. Each workspace has one owner.
* **Admin**: Full access to the workspace. Can manage members, roles, and settings but cannot invite admins or delete the workspace or projects.
* **Editor**: Can manage projects, forms, contracts, charts, dashboards, and alerts. Editors cannot manage members, workspace settings, or key project settings.
* **Viewer**: Read-only access to projects and forms.

## User Roles and Permissions

| Action | Owner | Admin | Editor | Viewer |
| - | - | - | - | - |
| **Workspace** | | | | |
| View workspace members | ✅ | ✅ | ❌ | ❌ |
| Add, remove, and manage members | ✅ | ✅ | ❌ | ❌ |
| Manage roles of members | ✅ | ✅ | ❌ | ❌ |
| Access and manage workspace settings | ✅ | ✅ | ❌ | ❌ |
| Manage billing | ✅ | ✅ | ❌ | ❌ |
| View workspace usage | ✅ | ✅ | ❌ | ❌ |
| Upgrade / downgrade workspace | ✅ | ✅ | ❌ | ❌ |
| Delete the workspace | ✅ | ❌ | ❌ | ❌ |
| Transfer ownership to another member | ✅ | ❌ | ❌ | ❌ |
| **Projects** | | | | |
| View projects | ✅ | ✅ | ✅ | ✅ |
| Verify projects | ✅ | ✅ | ✅ | ✅ |
| Access project settings page | ✅ | ✅ | ✅ | ❌ |
| Create & rename projects | ✅ | ✅ | ❌ | ❌ |
| Manage project integrations | ✅ | ✅ | ❌ | ❌ |
| Manage project notifications | ✅ | ✅ | ❌ | ❌ |
| Edit lifecycle thresholds | ✅ | ✅ | ❌ | ❌ |
| Delete projects | ✅ | ❌ | ❌ | ❌ |
| **Contracts** | | | | |
| View contracts | ✅ | ✅ | ✅ | ✅ |
| Manage contracts | ✅ | ✅ | ✅ | ❌ |
| Deploy contract events pipeline | ✅ | ✅ | ❌ | ❌ |
| **Segments** | | | | |
| View project segments | ✅ | ✅ | ✅ | ✅ |
| Create, delete, edit project segments | ✅ | ✅ | ✅ | ❌ |
| **Charts, Dashboards & Explorer** | | | | |
| View charts and dashboards | ✅ | ✅ | ✅ | ✅ |
| Create, delete, edit charts | ✅ | ✅ | ✅ | ❌ |
| Create dashboards | ✅ | ✅ | ✅ | ❌ |
| Explorer (SQL editor and wallet search) | ✅ | ✅ | ✅ | ❌ |
| **Users** | | | | |
| View wallet profiles | ✅ | ✅ | ✅ | ✅ |
| View sensitive profile data (wallet labels, socials, clusters, custom properties) | ✅ | ✅ | ✅ | ✅\* |
| Import wallets | ✅ | ✅ | ✅ | ❌ |
| Edit profile properties and labels | ✅ | ✅ | ✅ | ❌ |
| **Alerts** | | | | |
| View project alerts | ✅ | ✅ | ✅ | ✅ |
| Create, delete, edit project alerts | ✅ | ✅ | ✅ | ❌ |
| **Forms** | | | | |
| View forms and responses | ✅ | ✅ | ✅ | ✅ |
| Manage form responses | ✅ | ✅ | ✅ | ❌ |
| Create and edit forms | ✅ | ✅ | ✅ | ❌ |
| Archive forms | ✅ | ✅ | ✅ | ❌ |
| Close forms | ✅ | ✅ | ✅ | ❌ |
| **Data & Access** | | | | |
| Manage API Keys | ✅ | ✅ | ❌ | ❌ |
| MCP | ✅ | ✅ | ❌ | ❌ |
| Create BI auth tokens | ✅ | ✅ | ❌ | ❌ |
| View audit logs | ✅ | ✅ | ❌ | ❌ |
| **Agent Memory (Ask AI)** | | | | |
| Manage agent memory | ✅ | ✅ | ❌ | ❌ |

\* Sensitive profile data (wallet labels, socials, clusters, and custom properties) is visible to Viewers by default. An Owner or Admin can hide this data from Viewers with a per-project setting.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.