Organization Roles and Access Control in Prophic

Prophic scopes everything to an active organization. Data does not cross organizations, and your role within the active organization controls which sections and actions you can access. If your role does not have permission to a section, it simply does not appear in your left navigation.

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Organizations

• Service roles, templates, projects, customers, and users are all scoped to the active organization.
• Use the organization switcher in the top-left of the screen to change context.
• A person can belong to multiple organizations and hold different roles in each.

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Common roles

Prophic uses organization-level roles, not document-level roles. The two common built-in roles are Org Admin and Org Member. Administrators can also define custom roles to match their team’s needs.

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Org Admin

Org Admins have access to the Administration area, which includes:

• Organization: org settings and details
• Users: team member management
• Roles: permission management, including custom roles
• Subscriptions: billing and plan management

Org Admins manage the team, define who can do what, and control billing.

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Org Member

Org Members have standard access to the product areas used for daily pre-sales work:

• Projects area: Dashboard, Projects, Quick Quotes
• Customers area: Customers
• Configurations area: Service Roles, Configuration Templates, Quotation Configurations, Proposal Templates, Custom Instructions

Org Members do not see the Administration area.

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Custom roles

Administrators can define custom roles from the Roles page under Administration. Custom roles control which features and areas each user can access, so you can create roles that match your team’s structure rather than forcing everyone into Admin or Member.

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Seat limits by plan