You're deciding what to give someone.
In Rhodes: Settings → Team & access
| Can | Member | Admin | Owner |
|---|---|---|---|
| View everything | Yes | Yes | Yes |
| Add and edit records | Yes | Yes | Yes |
| Upload documents | Yes | Yes | Yes |
| Delete records | — | Yes | Yes |
| Send, approve and revoke secure shares | — | Yes | Yes |
| Invite and remove people | — | Yes | Yes |
| Change compliance rules and profiles | — | Yes | Yes |
| Change document requirements, which investment types send K-1s, and the missing documents email | — | Yes | Yes |
| Change organization settings | — | — | Yes |
| Make someone an admin, by invite or by promotion | — | — | Yes |
| Manage billing | — | — | Yes |
| Delete the organization | — | — | Ask support |
Owner is the person who created the organization. There is exactly one, it's set at creation, and it can't be handed to anyone else — so the account that signs up should be the one that should hold it long-term.
Member and Admin are the only roles you can assign, and there is no read-only role. Anyone you invite can add and edit records. If you need someone to see the structure without changing it, Rhodes can't do that today — the practical options are to give them Member and rely on the Activity tab, which records who changed what, or not to invite them.
Delete records includes archiving documents or People entries, closing a relationship, voiding an ownership transfer, removing a bank account and deleting notes or transactions. If you've turned on two-factor, deleting a record, or sending, approving or revoking a secure share in the app or in chat, needs the check to be complete for your current session. Rhodes asks for a code if it isn't.
There's no way to delete the organization inside Rhodes. The owner can ask support at support@rhodesoffice.ai.