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Team Roles and Permissions

Organization Management Module

Your organization’s Team page includes three role types. Each role has different permissions that determine what a team member can see and do within the HeyPeers administrative module.

The three team roles are:

1. Admins

Admins manage the organization’s operations. They can adjust most organization settings (except Wallet configuration), manage team members, oversee meetings, and maintain resources. This role is ideal for staff who need broad administrative control without financial authority

2. Facilitators

Facilitators support meeting operations and help manage subscriber activity. They can run their own meetings, work with templates, manage chat rooms, and handle subscriber approvals. This role is designed for team members who actively deliver or support services.

3. Peer Supporters

Peer Supporters primarily manage their own meetings. They can schedule and run their sessions, view their meeting rosters, and participate in chat rooms they moderate. This role is intended for team members who host or support meetings within a limited scope.

Role Comparison Charts

Meetings

PermissionAdminFacilitatorPeer Supporter
Schedule/edit/cancel own meetings✔️✔️✔️
Create meetings for other group leaders✔️✔️✔️
Edit/cancel meetings for other group leaders✔️✔️ (only meetings they created)✔️ (only meetings they created)
View/edit/cancel own meeting series
✔️✔️
✔️
View/edit/cancel others' meeting series
✔️
Access registration & waitlist rosters
✔️✔️✔️
Register subscribers for any meeting✔️✔️
Create & view meeting announcements✔️✔️✔️
Create meetings from templates✔️✔️
Create/edit/delete meeting templates✔️✔️

Meeting Feedback & Surveys

PermissionAdminFacilitatorPeer Supporter
View, Export Meeting Feedback✔️
Manage Pre- & Post-Meeting Surveys✔️

Chat Rooms

PermissionAdminFacilitatorPeer Supporter
View organization chat rooms✔️✔️✔️
(only their own)
Create/edit/archive chat rooms✔️✔️

Subscribers

PermissionAdminFacilitatorPeer Supporter
View subscribers & pending subscribers✔️✔️
Approve/decline/remove subscribers✔️✔️
View subscriber demographics (reports)✔️
Manage Subscriber Intake Form & Survey✔️

Team Members

PermissionAdminFacilitatorPeer Supporter
Add/edit/remove team members
View team members✔️✔️

Financial

PermissionAdminFacilitatorPeer Supporter
Donation amounts✔️✔️
View Transaction History✔️
Withdraw available funds✔️
(Owner only)
Configure Wallet✔️
(Owner only)

Additional Functionality & Controls

PermissionAdminFacilitatorPeer Supporter
Resource Library: add/edit/delete files✔️✔️
Access Integration Hub✔️✔️✔️
Manage Organization Settings & Profile✔️
Coupons✔️
Webhooks✔️

EAP Related Functionality

PermissionAdminFacilitatorPeer Supporter
Enrolled Members: View, add, edit, remove✔️✔️
Export Enrolled Members✔️✔️
Referral Companies: Add, edit, delete✔️✔️

Note about the Owner designation
The Owner is not a team role and does not appear in the team list. It is a separate designation held by an Admin and is the only designation that can configure the Wallet and withdraw funds. Ownership can be reassigned to another Admin.

 

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