Roles & Permissions

Understand the roles in Mistvine, what each one can do, and how permissions work.

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Mistvine uses a layered permission model. Every user has an organization role (admin or member) and can additionally hold contextual roles that grant scoped powers over specific teams, practices, or waves.

How Permissions Work

All access control is enforced by the database. The application determines who you are and what organization you belong to — the database decides what you can see and do. This means permissions cannot be bypassed through the UI.

Layer What it controls
Organization role Base permissions — admin vs member
Ownership status Billing, org deletion, ownership transfer
Contextual roles Scoped powers for teams, practices, reports, and waves

A user can hold multiple roles at once. For example, someone can be an admin, a people manager, and a team lead simultaneously.


Organization Roles

Admin

Admins have full access to organization settings, analytics, and management features.

What admins can do:

  • Invite, remove, and change member roles
  • Create, edit, and delete teams
  • Create, edit, and delete practices
  • Assign people managers and wave managers
  • Create, edit, and delete waves and wave objectives
  • Approve team objectives
  • View all insights and analytics dashboards
  • View all sentiment data across the organization
  • Configure feature flags and integrations
  • Manage organization-wide feedback principles
  • View audit logs and manage legal holds
  • Answer Q&A questions

Where admins can go:

Section Access
Settings All pages (except billing — requires owner)
Insights All dashboards
Waves Full management
Everything else Full access

Member

Members can participate in all day-to-day activities but cannot manage the organization.

What members can do:

  • Give and receive peer feedback
  • Submit and view sentiment (anonymous)
  • Submit weekly status updates
  • Create and track personal OKRs
  • Ask Q&A questions
  • Participate in team health assessments (anonymous)
  • View wave dashboards and team objectives (read-only)
  • Update their profile, theme, and preferences

What members cannot access:

  • Organization settings
  • Insights and analytics dashboards
  • Member management
  • Team, practice, or wave creation
  • Audit logs and legal holds

Ownership

Owner status sits on top of the Admin role. Every owner is also an admin — there are no member-owners. Owner adds workspace lifecycle and billing controls that admins don't have on their own.

Mistvine supports multiple owners per organization (minimum 1 required).

Owner-exclusive capabilities (in addition to all Admin permissions):

  • Manage billing and subscription
  • Create and access the billing portal
  • Update subscription seats
  • Delete the organization
  • Transfer ownership to other admins
  • Change the workspace URL
  • Configure workspace name and timezone

Owners are displayed with an "Owner" badge in the members list.


Contextual Roles

Contextual roles are granted through assignments and give scoped powers over specific resources. They do not require the admin organization role — any member can hold them.

People Manager

How it's assigned: An admin creates a manager-report relationship in Settings > People Managers.

What people managers can do:

  • View direct report profiles and performance data
  • Submit attrition risk assessments for direct reports
  • Create performance assessments
  • View 360 feedback for direct reports
  • View the feedback matrix for their reports

People managers can see feedback given to their direct reports, but not feedback from their direct reports. This privacy boundary ensures team members can give honest upward feedback.

Where to find it: The "Manage People" link appears in the sidebar when you have active direct reports.

Team Lead

How it's assigned: An admin sets a member's team assignment role to "lead" in Settings > Teams.

What team leads can do:

  • Create, edit, and delete team objectives
  • Assign and remove team members
  • View team health assessment results (anonymized)
  • Manage team-level feedback principles

What team leads cannot do:

  • Approve team objectives (admin-only)
  • Delete the team itself (admin-only)
  • Manage other teams they don't lead

Team leads only have elevated permissions for their own team(s). A user can lead multiple teams.

Where to find it: The "Manage Teams" link appears in the sidebar when you are a team lead.

Practice Lead

How it's assigned: An admin sets a member's practice assignment role to "lead" in Settings > Practices.

What practice leads can do:

  • Create, update, and archive practice-level feedback principles
  • Define skill levels (e.g., Junior, Mid, Senior, Staff)
  • Define competencies and proficiency expectations per level
  • Assess member competencies
  • Track member progression through levels
  • View practice analytics

Practice leads manage their specific practice only.

Where to find it: The "Manage Practice" link appears in the sidebar when you are a practice lead.

Wave Manager

How it's assigned: An admin grants the wave manager flag in Settings > Wave Managers. Admins are automatically wave managers and don't need this flag.

What wave managers can do:

  • Create and edit waves
  • Create and edit wave objectives
  • Assign teams to waves
  • Manage boost requests
  • Answer Q&A questions on waves they manage

What wave managers cannot do:

  • Delete waves (admin-only)
  • Delete wave objectives (admin-only)

Where to find it: Wave management options appear within the Waves section when you have wave manager permissions.


Role Combinations

Users can hold multiple roles at once. Here are common combinations and what they see:

Combination What they get
Admin + Owner Full access to everything including billing
Admin + People Manager Settings, insights, and direct report management
Member + People Manager Day-to-day features plus direct report management
Member + Team Lead + Practice Lead Day-to-day features plus team and practice dashboards
Member (no contextual roles) Feedback, sentiment, OKRs, and wave participation

Permissions Grid

The Owner column lists only the Owner-exclusive capabilities. Because every Owner is also an Admin, Owners additionally have every capability marked under the Admin column.

Organization & Settings

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
Manage billing & subscription
Delete organization
Transfer ownership
Change workspace URL
Configure workspace name/timezone
Invite & remove members
Change member roles
Configure features & integrations
View audit logs
Manage legal holds
Manage org-wide principles
Assign people managers
Assign wave managers

Waves

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
Create waves
Edit waves
Delete waves
Create wave objectives
Edit wave objectives
Delete wave objectives
Assign teams to waves
Manage boosts
View wave dashboards
Submit weekly status
Submit sentiment

Teams

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
Create teams
Edit teams
Delete teams
Assign/remove team members
Create team objectives
Edit team objectives
Delete team objectives
Approve team objectives
View team health results
Manage team principles
View team objectives
Participate in health assessments

People Management

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
View direct report details
View feedback to direct reports
View feedback from direct reports
Submit attrition risk assessments
Create performance assessments
View 360 feedback for reports

Practices

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
Create practices
Edit practices
Delete practices
Add/remove practice members
Create practice principles
Update practice principles
Archive practice principles
Define skill levels
Define competencies
Assess member competencies
View practice analytics

Insights & Analytics

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
View org-wide feedback matrix
View all sentiment data
View attrition risk dashboard
View compliance dashboards
View team health insights
View feedback matrix for reports
Answer Q&A questions

Feedback & Growth (All Members)

Capability Owner Admin Wave Mgr Team Lead People Mgr Practice Lead Member
Give peer feedback
Receive peer feedback
Request feedback
Create personal OKRs
Ask Q&A questions
Update profile & preferences
Manage personal principles

Quick Reference

Role How it's set Scope
Admin Settings > Members > Role Organization-wide
Member Default role on join Organization-wide
Owner Settings > Members > Ownership Organization-wide
People Manager Settings > People Managers Direct reports only
Team Lead Settings > Teams > Member role Specific team(s)
Practice Lead Settings > Practices > Member role Specific practice(s)
Wave Manager Settings > Wave Managers All waves

Subscription Requirements

All roles require an active subscription. If the subscription lapses:

  • Settings remain accessible so owners can fix billing
  • All other pages are blocked with a message to contact the organization owner
  • Owners see a direct link to the billing page

See Organization Setup for subscription management details.