Roles and Permissions Reference Guide for Palladium AI

Complete reference for Palladium AI’s three-tier role model — member, admin, and platform owner — and which actions each role can perform.

Palladium AI uses a three-tier role model to control what each user can see and do within the platform. Roles are assigned per team for member and admin, while platform_owner is a global designation that spans all teams and unlocks platform-level configuration. Understanding the boundaries between roles helps you keep financial data secure and delegate responsibilities appropriately.

Permissions Table

Action	member	admin	platform_owner
View team dashboard	✓	✓	✓
Record savings deposits	✓	✓	✓
Apply for a loan	✓	✓	✓
View all team loans & deposits	✓	✓	✓
Approve or reject loans	—	✓	✓
Invite members to a team	—	✓	✓
Change member roles	—	✓	✓
View Geographies analytics	✓	✓	✓
Add member location pins	—	✓	✓
Access admin API console	—	—	✓
Publish/edit API products	—	—	✓
View all teams’ data	—	—	✓

Assigning Roles

Admins can update any team member’s role directly from the Members page. Find the member’s row, open the role dropdown, and select the new role — the change takes effect immediately. You can promote a member to admin or demote an admin back to member at any time without disrupting their access to existing records.

The platform_owner role is different: it is a global role set by the platform operator, not by individual team admins. If you need platform_owner access granted or revoked, contact your platform operator to make that change.

The platform_owner role grants access across all teams and the admin API console. Assign it only to trusted operators.