Stateable's access model is a small set of named permissions. Each permission unlocks a specific feature area, and you toggle them per teammate. This guide covers what each permission does, how to change them, and what typical role "profiles" look like.
The five configurable permissions
Export Data — unlocks the Export button in the top bar and the Exports sheet. Required for both one-off and scheduled exports.
Create & Edit Rules — unlocks the Basic Rules and Advanced Rules panels on the Data tab. Viewers can still see tagged cells without this permission.
Use Assistant — unlocks Stateable's AI assistant sidebar (when enabled for your org).
Manage Team — unlocks the Team page. Holders can invite, disable, and adjust permissions for other members.
Organization Settings — unlocks organization-wide settings, including export integrations (external S3) and agent configuration.
Everyone in an org implicitly has access to Documents and Data — these are the base surfaces. The permissions above layer on top.
Change a teammate's permissions
Open the Team page.
Right-click the teammate's row (or click the three-dot menu).
Hover over Permissions. A submenu lists all five permissions with checkboxes.
Toggle the ones you want. Changes save immediately.
The colored badges next to each teammate's name show which permissions are active — Export (green), Rules (purple), Assistant (cyan), Team (blue), Settings (amber).
Typical profiles
You don't have to hand-toggle every member; most organizations use a few repeatable profiles:
Viewer — no toggles. Can see data, filters, and documents, but can't export or edit rules.
Member — Export, Rules, Assistant. The default.
Admin — everything except Organization Settings.
Owner — all five permissions.
System-admin accounts
A few Stateable staff accounts have a separate system administrator flag that grants access to infrastructure-level pages (admin tools, logs, cross-org views). These cannot be granted through the Team page — contact Stateable Support if you need to escalate an issue that requires this level of access.
Tips
The Permissions column in the grid is sortable. Sorting brings the most privileged members to the top — useful for an access audit.
Changes are immediate. A teammate may need to reload their tab to see a new permission take effect.
Related
Invite teammates and get them started
Send scheduled exports to your own S3 bucket