Who can do what in my business?

Your role decides which pages you can open and which buttons you can press. Roles are cumulative: each one can do everything the role below it can, plus more. Only an owner can change someone's role.

The five business roles

From least to most power: viewer, external advisor, compliance officer, admin, owner.

Action	Viewer	External advisor	Compliance officer	Admin	Owner
View dashboard, licences, tasks, vault, invoices	Yes	Yes	Yes	Yes	Yes
View compliance status	Yes	Yes	Yes	Yes	Yes
Answer the questionnaire	No	No	Yes	Yes	Yes
Add licences, upload documents, share links	No	No	Yes	Yes	Yes
Submit task evidence	No	No	Yes	Yes	Yes
Order marketplace tasks	No	No	Yes	Yes	Yes
Manage add-ons, view the guarantee	No	No	Yes	Yes	Yes
Manage locations	No	No	No	Yes	Yes
Invite and manage team members	No	No	No	No	Yes
Subscribe and change plan	No	No	No	No	Yes

Two roles that do not mean what they sound like

External advisor is read-only. It ranks above viewer but no page in Sahihi requires it, so in practice it grants exactly what a viewer gets. Use it as a label for an outside accountant, not as a way to give someone extra power.

An admin cannot invite people. Admins run locations; only the owner runs the team and the plan. If you need someone added and you are an admin, ask the owner.

What happens when you are blocked

Wrong role: you land on an access-denied page telling you to ask an owner for a different role.
No business at all: opening a page sends you to the create-a-business form. Submitting a form or an in-page action instead fails outright, because there is no business to write to.

Firms, runners and directory listings

These sit outside the five business roles and have their own ladders.

Type	States	What it unlocks
Firm member	Firm staff, firm admin	Staff see the console; admins add and remove clients, manage the team and pay the bill. A firm admin acts as an admin on a client business; firm staff act as an external advisor.
Consultant or runner	Pending, approved, suspended, rejected	Only approved runners see the portal and the review queue. Anyone who has not applied is sent to the application form.
Directory professional	Listed, claimed, verified	Listed rows come from public sources. Claiming one flips it to claimed; a row someone else already claimed cannot be claimed again.
Sahihi staff	Internal only	Quality checks on submitted task evidence and dispute decisions. Nobody outside Sahihi can make those transitions.