Roles & permissions

Moby has three roles: Admin, Manager, and User.

Role overview

Role	Description
Admin	Full access to everything across the organization
Manager	Can manage clients, projects, and models they're assigned to
User	Can work on assigned projects and create private models

Action	Admin	Manager	User
View all clients	✅	❌	❌
Create/Edit clients	✅	✅	✅
Delete clients	✅	✅	❌
Add users to a client	✅	✅	✅

Creating a client

To create a client, you must assign at least one Manager.

Action	Admin	Manager	User
View all models	✅	❌	❌
Create/Edit/Delete private models	✅	✅	✅
Create/Edit/Delete client-level shared models	✅	✅	✅
Create/Edit/Delete firm-wide shared models	✅	✅	❌
Assign models to a client	✅	✅	✅
Categorize models	✅	✅	✅
Create new model categories	✅	✅	❌
Duplicate a model	✅	✅	✅

Action	Admin	Manager	User
View all projects	✅	❌	❌
Create/Edit projects	✅	✅	✅
Delete projects	✅	✅	❌
Add users to a project	✅	✅	✅*

Creating a project

To create a project, you must assign at least one Manager.

*Only project Owners can add users. Managers and Admins are automatically Owners of projects they can access.

Action	Admin	Manager	User
Add documents to Workspace	✅	✅	✅
Delete documents from Workspace	✅	✅	✅
Run a job	✅	✅	✅
Delete any job	✅	✅	❌
Delete own job	✅	✅	✅
Validate job data	✅	✅	✅
Mark job data as reviewed	✅	✅	❌