---
title: How to manage my members' permissions and access
description: Learn how to manage permissions, roles, and terms for your members under the Organisation tab in Panorama.
---

[Skip to content](https://support.usepanorama.com/en-ca/how-to-manage-my-members-permissions-and-access#main-content)

- [English - Canada](https://support.usepanorama.com/en-ca/how-to-manage-my-members-permissions-and-access)
- [Français - Canada](https://support.usepanorama.com/comment-gérer-les-permissions-et-accès-de-mes-membres)

English - Canada

Show submenu for translations

[![Panorama](https://support.usepanorama.com/hubfs/panorama_logo_rgb_LS-teal-navy.svg)](https://support.usepanorama.com/en-ca?hsLang=en-ca)

Open main navigation

Close main navigation

- - [English - Canada](https://support.usepanorama.com/en-ca/how-to-manage-my-members-permissions-and-access)
    - [Français - Canada](https://support.usepanorama.com/comment-gérer-les-permissions-et-accès-de-mes-membres)

  English - Canada
  
  Show submenu for translations
- [Contact us](https://survey.hsforms.com/20YRr1W_JSH-_HpRzX5n_Qgcwv7u)

[Contact us](https://survey.hsforms.com/20YRr1W_JSH-_HpRzX5n_Qgcwv7u)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Panorama Help Center](https://support.usepanorama.com/en-ca?hsLang=en-ca)
2. [Organization](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca)
3. [Manage my users](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#manage-my-users)

# How to manage my members' permissions and access

## Configure roles, terms, and access levels for each Panorama user in your space.

Under the Organisation tab, you'll find all the committees configured in Panorama ("Organisation" \> "Groups"), as well as the complete list of your members ("Organisation" \> "Members"): contact information, term dates, roles, and permissions.

#### Available permissions

Here is what each permission allows a member to do:

- **Meeting creation:** allows creating meetings, accessing drafts, and making changes.
- **Resolution creation:** allows creating written resolutions, accessing drafts, and editing them.
- **Minutes drafting:** gives access to the note-taking module during the meeting.
- **Minutes editing:** allows reviewing and modifying minutes (not just viewing them).
- **Document editing:** allows adding new documents to the document centre.
- **Minutes signing:** allows a member to sign minutes.
- **Resolution signing:** allows a member to sign resolution excerpts. For written resolutions, signatories are selected at the time the resolution is created.

![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-26-2026-06-41-25-0653-PM.png?width=670&height=434&name=image-png-Mar-26-2026-06-41-25-0653-PM.png)

### Updating member permissions

Only account owners can perform this action.

Navigate to "Organisation" \> "Members". Click "View" on the relevant member, then click the pencil icon to the right of the committee.

- [Guides](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#main-content)

    - [Members of the Board](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#members-of-the-board)
    - [Management team](https://support.usepanorama.com/en-ca/guides?hsLang=en-ca#management-team)
- [Account](https://support.usepanorama.com/en-ca/account?hsLang=en-ca)
- [Troubleshooting](https://support.usepanorama.com/en-ca/troubleshooting?hsLang=en-ca)
- [Meetings](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#main-content)

    - [Get ready for a meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#get-ready-for-a-meeting)
    - [Create and manage the meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#create-and-manage-the-meeting)
    - [Manage documents](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#manage-documents)
    - [Annual general meeting](https://support.usepanorama.com/en-ca/meetings?hsLang=en-ca#annual-general-meeting)
- [Minutes](https://support.usepanorama.com/en-ca/minutes?hsLang=en-ca)
- [Resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#main-content)

    - [In-meeting resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#in-meeting-resolutions)
    - [Written resolutions](https://support.usepanorama.com/en-ca/resolutions?hsLang=en-ca#written-resolutions)
- [Documents](https://support.usepanorama.com/en-ca/documents?hsLang=en-ca)
- [In camera](https://support.usepanorama.com/en-ca/in-camera?hsLang=en-ca)
- [Organization](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#main-content)

    - [Manage my users](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#manage-my-users)
    - [Manage my committees](https://support.usepanorama.com/en-ca/organization?hsLang=en-ca#manage-my-committees)
- [MinutesIQ](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#main-content)

    - [Get started](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#get-started)
    - [Go deeper](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#go-deeper)
    - [Billing](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#billing)
    - [Troubleshooting](https://support.usepanorama.com/en-ca/minutesiq?hsLang=en-ca#troubleshooting)
- [Follow-ups](https://support.usepanorama.com/en-ca/follow-ups?hsLang=en-ca)

[![Panorama](https://support.usepanorama.com/hubfs/panorama_logo_rgb_LS-teal-navy.svg "Panorama")](http://www.usepanorama.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Panorama