> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and Permissions

Hazel supports three distinct roles within a firm: **Owner, Admin, Advisor.** Each role determines which firm-admin controls and features a member can use. Access to specific client records (Households & Contacts) is controlled separately, per record, by sharing — not by role — except Owners see every record." Add to the Advisor (and new Assistant) sections that they only see records shared with them.

## Role Comparison

| Role        | Admin Access (Firm Settings) | Access to All Members Meetings | Record Meetings | Full Feature Access | Chat Access | Use Case                           |
| :---------- | :--------------------------- | :----------------------------- | :-------------- | :------------------ | :---------- | :--------------------------------- |
| **Owner**   | ✅ Yes                        | ✅ Yes                          | ✅ Yes           | ✅ Yes               | ✅ Yes       | Manage firm + full Hazel access    |
| **Admin**   | ✅ Yes                        | ❌ No - based on permissions    | ✅ Yes           | ✅ Yes               | ✅ Yes       | Manage firm + advisor level access |
| **Advisor** | ❌ No                         | ❌ No - based on permissions    | ✅ Yes           | ✅ Yes               | ✅ Yes       | Use Hazel for client management    |

## Owner

<Info>
  Hazel does not import existing roles and permissions from external data sources. It is up to the Owner to edit household permissions for the organization. [Learn more about editing household permissions.](/guides/settings/members/owner-capabilties)
</Info>

The **Owner** seat is designed to manage the Hazel account and control firm-wide permissions, with <u>full visibility</u>.

* **Admin capabilities:** Invite and remove members, manage firm settings, and control who can see which Households and Contacts.
* **Feature access:** Full access to all Hazel features, including meeting recording. The owner role has access to view all meetings associated to the firm account.
* **Use case:** Owners can use Hazel’s chat to instantly access any client data, prepare and debrief meetings, record meetings, send emails, and sync notes and tasks back to the CRM — while also administering the team’s overall Hazel setup.

## Admin

The **Admin** seat is designed to manage the Hazel account and control firm-wide permissions, with <u>limited visibility</u>.

* **Admin capabilities:** Invite and remove members, manage firm settings, and control who can see which Households and Contacts.
* **Feature access:** Full access to all Hazel features, including meeting recording. The admin role has access to view meetings they have permission to view within the firm account.
* **Use case:** Admins can use Hazel’s chat to instantly access any client data, prepare and debrief meetings, record meetings, send emails, and sync notes and tasks back to the CRM — while also administering the team’s overall Hazel setup.

## Advisor

The **Advisor** seat gives individual advisors full access to Hazel’s productivity tools without administrative controls.

* **Admin capabilities:** None — advisors cannot manage members or firm settings.
* **Feature access:** Full access to Hazel features, including recording meetings.
* **Use case:** Advisors can record meetings, prepare and debrief meetings, access client data in seconds using Hazel’s chat, send client emails directly, and ensure notes and follow-up tasks sync back to the CRM.