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Documentation Index

Fetch the complete documentation index at: https://docs.steppd.com/llms.txt

Use this file to discover all available pages before exploring further.

Steppd uses two distinct layers of access control: organization roles that govern what a person can do across the whole account, and document-level roles that control who can edit or manage a specific document. Understanding both layers helps you keep the right people in the right seats without over-provisioning access.

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Organization roles

Every member of your Steppd organization holds one of two roles: Admin or Member.

Admin

Full control over the organization. Admins manage membership, billing, departments, and webhooks. At least one admin must exist in every organization at all times.

Member

Can create documents and edit any document they own or are assigned as co-author on. Members cannot manage other members, billing, or organization settings.

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What each role can do

CapabilityAdmin
Invite team membersYes
Change member rolesYes
Remove membersYes
Reassign document ownershipYes
Manage departmentsYes
Manage webhooksYes
Manage billingYes
Create and edit documentsYes
You cannot remove the last admin from an organization, and you cannot demote the only admin to Member. Promote another member to Admin first if you need to change who holds that role.

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Document-level roles

In addition to their organization role, every member can hold a role on individual documents.

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Owner

The owner is the person who created the document, or the person that ownership has been transferred to. As an owner, you can:
  • Edit the draft
  • Publish the document
  • Archive the document
  • Delete a draft
  • Assign or change the co-author

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Co-author

The co-author is an optional assigned collaborator. Each document supports one co-author at a time. As a co-author, you can:
  • Edit the draft alongside the owner
Co-authors can edit the draft but cannot publish, archive, or delete the document. Those actions are reserved for the owner and admins.

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Inviting team members

Only admins can invite new members to the organization.
1

Open Settings

Go to Settings using the navigation sidebar, then select the Team tab.
2

Enter the email address

In the Invite Team Members section, type the email address of the person you want to invite. You can invite multiple people at once by separating addresses with commas.
3

Send the invite

Click Send invite. The recipient receives an invitation link by email. When they follow the link, they join your organization as a Member.
New members always join as Member by default. An admin can promote them to Admin at any time from the Team tab.

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Reassigning documents

Admins can transfer ownership of any document to another member from the document action menu, either Assign Ownership (if no owner is set) or Reassign Ownership (to transfer from the current owner). This is the recommended path before removing a member from the organization. If the member you are removing owns documents, Steppd will prompt you to reassign those documents before completing the removal.
You can reassign multiple documents at once from the Team tab. Select a member, click Reassign documents, choose the documents to transfer, and select the new owner.

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Changing roles

Admins can toggle any member between Admin and Member from the Team tab by clicking Make admin or Make member next to their name. Role changes take effect immediately.