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
Permission | What it unlocks |
Export Data | The Export button in the top bar and the Exports sheet. Required for both one-off and scheduled exports. |
Create & Edit Rules | The Basic Rules and Advanced Rules panels on the Data tab. Viewers can still see tagged cells without this permission. |
Use Assistant | Stateable's AI assistant sidebar (when enabled for your org). |
Manage Team | The Team page. Holders can invite, disable, and adjust permissions for other members. |
Organization Settings | Organization-wide settings, including export integrations (external S3) and agent configuration. |
Everyone in an org can already get to Documents and Data — those come standard. The permissions above are added 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 set each permission one by one for every member; most organizations stick to a few common setups:
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 setting that opens up behind-the-scenes pages (admin tools, logs, views across every organization). You can't turn this on from the Team page — contact Stateable Support if you have an issue that needs this level of access.
Tips
You can sort by the Permissions column. Sorting brings the members with the most access to the top — handy when you want to review who can do what.
Changes are immediate. A teammate may need to reload their tab to see a new permission take effect.
Troubleshooting
Permission change didn't take effect. The teammate needs to sign out and back in for the new permissions to apply.
Can't see the Team page. You don't have the Manage Team permission. Ask an owner to grant it.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
Related articles
Last reviewed: 2026-05-27