Roles

Your role is the hat you wear in Worklexia. It is not a job title you type in. It is the set of changes the app will allow. Customer roles, member and admin, are chosen on an invite. Staff roles, knowledge editor and platform admin, and the consultant role, are granted by Worklexia. A customer invite cannot grant them.

• Customer team: member and admin.
• Worklexia staff: knowledge editor and platform admin.
• Advisor: consultant — this role exists; the advisor inbox is still being built.

Invites from a customer admin can only grant member or admin. Staff roles are assigned by Worklexia, not from the invite form.

Member — day-to-day work

A member uses the workspace. An admin runs it. Both see the same questions and the same files. The difference is who may change the team, the organization, the plan, and other people’s files. As a member you ask questions, file paperwork, and keep your own name up to date.

• Open Advisory and start or continue a conversation.
• Open Documents, upload files, download any file, and edit or delete files you uploaded.
• Change your name and language preference in Profile.
• See who is in the organization, the organization name, and how much of the plan is used.

You cannot invite people, change someone else’s role, rename the organization, pick a plan, or open the payment page. If a screen is locked, it will say that only admins can manage it — ask your admin, or read What admins can do.

Admin — run the organization

An admin can do everything a member can, plus the work that affects the whole team: who is in, what the organization is called, and how you pay.

• Edit organization name, home country, and currency.
• Invite people, change member and admin roles, revoke invites, and remove people from Members and invites.
• Choose a plan, open payment details and invoices, and watch usage in Plans and billing.
• Edit or delete any document, not only your own.

Admins invite only members and admins. Knowledge editors, platform admins, and consultants are not granted from this form.

Consultant — advise client teams

A consultant is an advisor who will work across client organizations on assigned cases: read the thread, write a reply, and keep time. That inbox is not in the app yet. Until it arrives, you sign in the same way as everyone else and you will not see a consultant home screen.

Read For consultants for the intended way of working and Coming later for booking and cases.

Knowledge editor — keep the library honest

A knowledge editor works on the Worklexia side, not inside a customer organization. The official-text library is what Advisory is allowed to cite. Your job is to keep that library current: watch government and guidance pages, review the copied text, and bring in a country’s collection. A text that has not been approved does not become a citation.

• Register and pause pages in Sources.
• Clear changes in the Watch inbox and review drafts. Approving a draft is what lets Advisory cite a current text.
• Decide flagged finds on the Review queue. Accepting a current text still leaves its draft for the Watch inbox.
• Work a country’s collection on Country packages.
• Read suggestions and ask about a screen in the platform assistant.

These screens sit under Sources, Watch inbox, and Packages in the top bar. If you are not staff, those pages say Staff role required.

Platform admin — look after the whole service

A platform admin can do the same library work as a knowledge editor. The extra duty is the whole service: who may edit the library, and whether Advisory should stay on for every customer team. Pausing Advisory is a service-wide step, not a switch on one organization’s billing page.

There is no extra “platform” menu today. You use the same Sources and Packages screens. Pausing Advisory for every customer is a platform-team step, not a button on those screens. See For platform admins.

If you are not sure which chapter to read next, use the cards on the user manual home or the table of contents in the left column.