Runbook: roles & access
Access in Surfil is least-privilege by default. Your organization has three roles, and role changes apply immediately. This runbook covers who can do what and how to change it.
The roles
- Owner - full control of the organization, including billing and every member.
- Admin - manage members and roles; cannot change their own row.
- Member - uses products; no member management.
Change a role
On the Teamscreen, owners and admins can change any other member's role or remove them. Open a member's detail page for the same controls plus their status. You can never change or remove your own row - that prevents an admin locking the org out by mistake.
Least-privilege in practice
Grant Member by default and promote only when someone needs to manage the team. Because roles are enforced by database row-level security, not by app code, a UI bug can't widen access beyond the role - the policy is the boundary.
Role changes are auditable (audit chain). Enterprise SSO can map your identity provider's groups to these roles - see the SSO runbook.