Permissions reference

Updated October 30, 2026 · Applies to Stakeholder ONE 1.3

A Stakeholder ONE role is a set of permissions, called capabilities in the app. This page lists each permission and the permissions of the built-in roles. To create your own roles, see Manage roles and teams.

Permissions

Permission What it allows
Administer (users, roles, metadata, integrations) Every setting in the administrator guide, and permanently deleting records from the recycle bin.
Create projects Create new projects.
Create accounts Create new accounts.
See all records See every account, stakeholder and project, not only the ones they own or that were shared with them. Includes See all projects.
Edit any record Change any account, stakeholder or project, whoever owns it. Includes Edit any project.
See all projects See every project. Doesn't extend to accounts and stakeholders.
Edit any project Change any project, whoever owns it.
Share records Share records they own with other users and teams.
Import & export data (bulk CSV) Use Data import & export.

Everyone can work with the records they own and the records shared with them, whatever their role.

Built-in roles

Permission System Administrator Project Manager Projects Admin User
Administer ✓
Create projects ✓ ✓ ✓
Create accounts ✓ ✓ ✓
See all records ✓ ✓
Edit any record ✓
See all projects ✓ ✓ ✓
Edit any project ✓ ✓
Share records ✓ ✓ ✓
Import & export data ✓