Access levels and roles

Overview

Process PA separates two ideas: a member’s security access level (what they’re allowed to do in the system) and their committee role (the position they hold). Getting these right means everyone sees exactly what they should.

Security access levels

Access level What they can do
Admin Full control — administer meetings, edit content, manage members and settings.
Normal Take part and view everything, but cannot administer meetings.
Email-only Receive agendas, minutes and documents by email without ever logging in.
No-access Remain listed in your records but cannot sign in or receive content.

A Normal member cannot administer a meeting — running the meeting, finalizing and signing are reserved for members with the right access.

Committee roles

Alongside an access level, a member can hold a committee role such as President, Vice President, Treasurer, Secretary, or none. Roles describe the person’s position and appear against their name on agendas and minutes.

Your organisation isn’t limited to the built-in roles — you can add and remove roles to match your own structure. See Add or remove a role.

Choosing the right combination

Page Details

Updated on July 16th, 2026