User Roles

Manage who has access to your Kimchi organization and what role each person holds.

Every member of your Kimchi organization has a role that controls what they can see and do in the console. Roles are assigned and changed from the Members page under Account → Members.

The page has two tabs: Members and Invitations. The Members tab lists every person with access, along with their role, join date, and last sign-in. The Invitations tab lists pending invites. You can search the Members table by name or email.

Roles

There are three roles: Owner, Member, and Viewer.

CapabilityOwnerMemberViewer
Invite new users to the organization
Remove members from the organization
Create, edit, or delete budgets
Change the organization plan
Create teams
Add or remove members from teams
View and use the rest of Kimchi

Edit a user's role

  1. Go to Account → Members, find the member in the table, click the button in the Actions column, and choose Edit role.
  2. Pick the new role from the dropdown. The dialog shows the member's name and email.
  3. Click Save. The change applies immediately.

What you can and can't do

The row menu on the Members page enforces the following rules:

  • Only Owners can use the Edit role and Remove member actions. If those actions are disabled in the row menu, your current role is not Owner; ask another Owner to make the change for you.
  • You can't change your own role. The Edit role action is disabled on your own row; ask another Owner to change it for you.
  • You can't remove yourself if you are the last Owner. The Remove member action is disabled on your own row when you are the only Owner in the organization; add another Owner first, or ask another Owner to remove you.

Audit

⚠️

Role changes are not currently recorded in an audit log.

See also


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