Permissions & Member Management

Permissions come in “2 layers”

Addness permissions have two layers: organization roles and goal roles.

Organization role

Whether they can manage organization settings and billing

Admin — Organization settings, billing, removing members

Member — Organization settings not shown (works through goal roles)

Guest — View, comment, and chat only (not counted as a seat)

Goal role

What they can do on that goal

Owner — All operations (1 person)

Editor — Create and edit goals below

Viewer — View and comment

What's visible is decided by assignment, and higher-level permissions are inherited downward

🎯 The company's top-level goalTanaka = viewer

Launch a new business↑Visible via inheritance

Finalize the proposal materials↑Visible via inheritance

A separate tree with no assignmentNot visible

"Assigning the people you want to show it to" is exactly how you control who can see it

Organization roles: Admin / Member / Guest

This is the distinction of whether you can manage organization settings, billing, and external integrations and whether you can work on goals.

Role	What you can do
Admin	Operate “Organization settings” (General, Members, Usage, Integrations, Meeting notes bot, Network, and more, including managing the subscription), invite and remove members, and manage the organization
Member	A regular member. Can create goals and take charge of them. “Organization settings” isn’t shown
Guest	Can view goals and conversations, and reply with comments and chat. Can’t work on goals, use external integrations, or join meetings, and can’t create or change goals from a connected AI either. Free, and not counted toward seats

• Switch roles from “Role” in the table in Organization settings › Members (admins only). On screen, admins may be shown as people with “Settings management access”
• At least one admin (a person with settings management access) is required, and you can’t remove your own permission
• Making a guest a “Member” adds one seat, and the fee changes according to your contract. Admins, the organization owner, external members, and AI can’t be made guests

Requests from guests: When a guest tries to work on a goal, “Request to become a member?” opens, and they can ask an admin with “Request membership” (up to 3 times in the last 24 hours). Admins choose “Make member” or “Decline” in “Membership request” under Organization settings › Members.

External members: People who join while staying in another organization. When you invite with “Connect with an external organization” turned on for the invite link, the invitee presses “Join as an external member,” chooses their source organization, and joins. They don’t count toward seats, and their use of AI, meetings, and recording is deducted from their source organization’s balance. They can view goals, chat, Drive, and Customers with the same access as regular members. Admins can switch them to regular members with “Make a regular member” in the table (the connection to the source organization is removed, and one seat is added).

Goal roles: owner / editor / viewer

The distinction of per-goal assignment. Unrelated to organization roles, assigned per goal.

Role	What you can do
Owner	The person with final responsibility for the goal (one person). All operations: edit, complete, delete, assign, and even handing off ownership
Editor	People who take part in execution (can be multiple). Almost every operation except deleting this goal itself: editing the goal, creating/editing/deleting child goals, assigning members, etc.
Viewer	People who can view and post their own comments (can be multiple)

There’s one place to set this. Use the assignment management dialog opened from the goal row’s ”…” menu → “Assignee & members.”

🎯 Win the proposal for Acme Corp…

Edit

Owner & members

Ideal

Set due date

You can open it from any goal's "…" menu on the row

Changing the owner, adding members, and changing roles are all done in this "Assignment management" dialog

• Changing the owner is a handoff via “Change” in the owner field of this dialog (it can’t be changed from the members list page)
• Adding members is done from “Assign” by searching across the whole organization and choosing. People not in the organization can be invited right there with a goal invite link (only admins can create invite links)
• Changing a role or removing an assignment is done from each member’s role badge

Who can see how much

Visibility is also decided by this assignment.

1. You can see a goal if you’re assigned to that goal itself or to any goal above it. Since a higher goal’s permissions are inherited by everything beneath it, being assigned to a higher goal lets you see its entire sub-tree
2. A goal you’re not assigned to anywhere isn’t visible even to members of the same organization. It doesn’t appear in the tree or in search
3. When the same person is assigned in multiple places, the strongest role (owner > editor > viewer) applies

People you invite can’t see any goals until they’re assigned to one. If you choose a goal in the invite link, they’re assigned to that goal as soon as they join. What organization admins can see is covered in Security & Data Handling.

Request access to a goal you can’t see

If you open the link to a goal you can’t see, “You do not have access to this goal” appears. Press “Request access” and the request goes to the goal’s owner (or, if there is none, to the owner of the nearest higher goal).

• The person who requested: “Access requested” appears. The request stays even if you close the screen, and the result arrives as a notification
• The person who received the request: The notification reads “A goal access request has arrived.” From “Review request,” choose “Approve” or “Decline.” The goal’s “Assignee & members” screen also shows ”◯ people asked to view this goal.”
• When approved: You can view and comment on that goal and the goals beneath it. You don’t get permission to edit, complete, or change the assignee

If “Access requests are currently unavailable for this goal.” appears, there is no one who can receive the request. Ask the goal’s owner or an organization admin directly.

Inviting members

There are three entry points: “Invite” on the members list page / “Invite” in Organization settings › Members / a goal’s “Invite members to this goal.” Whichever you use, “Invite Members” opens, and you invite from the “Invite link” and “Email” tabs.

Only admins can create invite links and invite by email. When someone who isn’t an admin opens it, “Admin permission is required to create invite links” is shown, and they can ask an admin from “Request in DM.” Admins can use Addness member invitation at the top of the “Invite Members” window to have the AI propose who to hand which work to, prepare the goal to hand over and the invite link, and draft the invitation message. The AI sends it only after you give the OK (→ Members list page).

Link invitation

In the “Invite link” tab, press “Create invite link,” then copy the link you get and send it to the other person. Before creating it, you can decide the following (change the invitation goal, permission, expiry, and max uses with “Edit invite link settings”).

• Invitation goal and permission (viewer / editor / owner): the person is assigned to that goal upon joining. If you choose owner, the person who joins becomes that goal’s owner. The owner of the top-level goal can’t be changed by invitation. An owner-permission link can be used only once for safety. When the invite window opens, “editor” is already selected.
• “Invite as a guest (free)”: When turned on, the person joins as a guest (their permission becomes viewer)
• Expiry (1 / 3 / 7 / 14 days) and max uses (unlimited is possible)
• “Connect with an external organization”: When turned on, the person joins as an external member while staying in their other organization. It can’t be turned on together with “Invite as a guest (free)”
• “If you receive implementation support from an agency”: Enter the email address of the agency providing your implementation support. Not available when inviting as a guest or external member

Invite members

Invite linkEmail

Expiration7 days

Max usesUnlimited

Invited-to goalWin the proposal for Acme Corp

PermissionEditor

addness.com/invite/a1b2c3…Create invite link

Decide the expiration, number of uses, invited-to goal, and permission before creating it

You can create an invite link with "who, to which goal, and with what permission" all decided. Once it's created, just copy it and send it to the other person

Email invitation

In the “Email” tab, enter the addresses and press “Send Invitation.” Up to 20 at a time (only 1 when inviting with owner permission).

Managing after inviting

• People invited by email appear in the table in Organization settings › Members with an “Invited” badge and their expiry shown. Resend and cancel are here too
• Issued invite links can be checked for usage count, expiry, and active state in “Invite links” in Organization settings › Members, and disabled

Removing a member from the organization

• Location: “Remove” on the target row in the Organization settings › Members table (admins only; you can’t remove yourself or the organization’s owner)
• There’s a two-step confirmation, and it can’t be undone. When executed:
  • That member’s assignments are all removed
  • Goals they owned are automatically handed off to the parent goal’s owner (including completed ones)
  • For an external member, the connection to their source organization is also removed (they weren’t counted toward seats, so the number of seats doesn’t change)

Leaving the organization yourself (withdrawal)

You can withdraw from “Danger zone” in My Settings › Account. All your assignments are removed and you lose access to the organization’s data (two-step confirmation; you’re automatically signed out after withdrawal).

Goal visibility and sharing

• Goals are private to outside the organization. To share one with people outside the organization, the goal’s owner creates a share link from “Work on this goal with someone outside the org” in the ”…” menu (on Home, it’s inside ”…” → “More actions”). Without inviting them to the organization, you can share just that goal and everything beneath it with people outside the company
• Choose what people who know the link can do: “View only” or “View and comment.” Commenting requires signing in, and they can’t edit the goal. You can stop sharing any time with “Stop Sharing” (→ Goal detail page)
• The diagnosis profile defaults to visible to members of the same organization. Diagnoses you don’t want to show can be individually hidden from “Diagnosis profile visibility” in My Settings › Visibility

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• Members Page
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