Umbel uses role-based permissions so the people who need to manage your team can, while everyone else only touches their own card.
The three roles
Owner
The highest level of access. Owners can manage billing, create and delete templates, add and remove admins, see all team analytics and leads, and manage every card. Keep this to one or two trusted people.
Admin
A management role for team leads and managers. Admins can create and edit templates, add and remove team members, bulk import cards, edit employee cards, and view team leads and analytics. Admins can't access billing or remove other admins.
Editor
The standard role for employees. Editors can edit the open and mandatory fields on their own card, and see their own analytics and leads. This is the default role for cards created via bulk import.
Assigning a role
- Go to your team dashboard and open Team.
- Find the team member and click the edit icon next to their name.
- Pick the role from the dropdown and save.
The change takes effect immediately. You can upgrade or downgrade a role at any time — though you can't remove the Owner role from yourself without transferring ownership first.
Offboarding someone
When a team member leaves:
- Open Team in your dashboard.
- Find the employee and click Remove.
- Their card is deactivated immediately and its link stops working.
Do this promptly so outdated contact details don't keep circulating.
Best practices
- One or two Owners, no more.
- Give Admin to department or branch leads so they can run their own teams.
- Everyone else stays an Editor.
- Review role assignments after staff changes.