> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regencleo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and feature access

> Understand workspace roles, project roles, plan gates, and why two users may see different Cleo navigation.

Cleo access is determined by a combination of workspace membership, project assignment, role, site plan, and site-specific capabilities.

## Workspace roles

* **Admin** manages workspace-level membership and broader account settings.
* **Member** uses the clients and sites assigned to them.

## Project roles

| Role       | Typical access                                                                     |
| ---------- | ---------------------------------------------------------------------------------- |
| **Owner**  | Full control of the project, including member access and high-impact actions.      |
| **Editor** | Run tools, create and change work, and use supported publishing actions.           |
| **Viewer** | Read dashboards and reports without changing the site or starting chargeable work. |

Exact permissions can vary by feature. Cleo checks permission again on the server for protected actions.

## Why a feature is missing or locked

* The site plan does not include it.
* The feature has not been enabled for that site.
* Your project role does not permit the action.
* A required integration or onboarding step is incomplete.
* The feature is in a limited beta.
* The site uses a different platform workflow.

## Diagnose access

1. Confirm you opened the correct client and site.
2. Refresh after accepting an invitation or changing roles.
3. Check **Plans & Billing** for module access and usage.
4. Ask an Admin or project Owner to confirm your assignment.
5. If the expected access still does not appear, contact [contact@regencleo.ai](mailto:contact@regencleo.ai) with the workspace, client, site, and feature name.

<Tip>
  When reporting an access problem, describe what you see—hidden navigation, a lock, an access-denied page, or a disabled action. These usually have different causes.
</Tip>