How do team roles and permissions work in Coordinate?

Coordinate is built for teamwork, but not every action is open to everyone.

• All members can: save events, add/edit notes, upload files, view contacts.

• Admins can:

  • Create custom fields (e.g. budget, goals, lead cost, estimated reach, etc).

  • Change event status (saved → shortlisted/denied).

  • Enable AI to answer custom questions

  • Move events into Outreach.

This balance allows collaboration while keeping final decisions with admins.

Tips

• Use multiple admins if you want distributed control.

• Create a separate login for personal work to keep private searches apart.