Roles and Permissions
What each role can do across proposals, clients, trips, suppliers, settings, and templates in Ghloria.
Roles and Permissions
Ghloria uses three workspace roles: Consultant, Manager, and Workspace Owner. Roles are assigned per workspace and control what each user can see and do across the platform.
Role assignment
Roles are set at invite time and can only be changed by a Workspace Owner after the member has joined. The default invite role is Consultant.
Role Overview
| Role | Who it's for |
|---|---|
| Consultant | Day-to-day proposal creation and client management |
| Manager | Team oversight, proposal review, and destructive operations |
| Workspace Owner | Full workspace control, templates, billing, and settings |
Proposals
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Create a proposal | ✓ | ✓ | ✓ |
| Edit a proposal | ✓ | ✓ | ✓ |
| Assign agent on proposal | ✓ | ✓ | ✓ |
| Delete a proposal | — | ✓ | ✓ |
| Access presentation tab (creation) | ✓ | ✓ | ✓ |
| Edit presentation tab (version flow) | — | — | ✓ |
| Access proposal builder tab | — | — | ✓ |
| Import with table parsing mode | — | — | ✓ |
| Use custom budget mode | — | — | ✓ |
| Download custom-budget PDF | — | — | ✓ |
| Export standard PDF | — | — | ✓ |
| Preview website from proposal | — | — | ✓ |
| Override PPTX modular rendering | — | — | ✓ |
Notes:
- The agent selector on proposals is available to all roles. The backend controls which Workspace Owners appear in agent-derived option lists.
- Non-workspace owners loading a proposal that uses custom budget mode are automatically redirected to standard mode.
- The import parsing type selector (table vs narrative) is only shown to Workspace Owners. Other role submissions are processed as narrative.
Clients
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Create a client | ✓ | ✓ | ✓ |
| Edit a client | ✓ | ✓ | ✓ |
| View client activity and files | ✓ | ✓ | ✓ |
| Delete a client | — | ✓ | ✓ |
Trips
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Create a trip | ✓ | ✓ | ✓ |
| Edit and manage a trip | ✓ | ✓ | ✓ |
| Delete a trip | — | ✓ | ✓ |
Suppliers
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| View suppliers in sidebar | — | — | ✓ |
| Create and edit suppliers | — | — | ✓ |
| Upload supplier documents | — | — | ✓ |
The Suppliers section only appears in the sidebar for Workspace Owners.
Settings and Workspace
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Edit personal profile | ✓ | ✓ | ✓ |
| Change own password | ✓ | ✓ | ✓ |
| Delete own account | ✓ | ✓ | ✓ |
| View workspace settings | — | — | ✓ |
| Edit company name, logo, brand | — | — | ✓ |
| Edit company contact records | — | — | ✓ |
| View members table | — | ✓* | ✓ |
| Invite a team member | — | — | ✓ |
| Change another member's role | — | — | ✓ |
| Remove a member | — | — | ✓ |
| Create a new company workspace | — | — | ✓ |
| Switch active company context | — | ✓* | ✓ |
*Managers can see the members table and switch company context when their account has membership in more than one workspace.
Templates
| Action | Consultant | Manager | Workspace Owner |
|---|---|---|---|
| Use existing PPTX templates | ✓ | ✓ | ✓ |
| Upload a PPTX template | — | — | ✓ |
| Rename, replace, or delete templates | — | — | ✓ |
| Set default PPTX template | — | — | ✓ |
| Toggle template active/inactive | — | — | ✓ |
| Access PDF template editor | — | — | ✓ |
| Access email template editor | — | — | ✓ |
PDF and email template editors are restricted to Workspace Owners and additionally require the relevant feature to be enabled for the workspace.
Changing Roles
A Workspace Owner can change any active member's role from the Settings → Workspace → Members table. Role changes take effect immediately and apply to all role-gated features.
Reducing access
Downgrading a user from Workspace Owner or Manager removes their access to role-gated actions immediately. Any proposals, trips, or clients they own remain intact.