As of March 2026, Conveyor offers Enterprise Roles and Permissions. But if you're curious about our Legacy roles, read on. Our Legacy roles consisted of:

• Assignee Only
• Trust Sharer (Legacy)
• Configurable Read Only
• Conveyor Admin
• Billing Admin (This was the legacy name of our Superadmin role. The Superadmin role still exists.)

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We recommend migrating off Legacy Roles

Legacy roles are not available to Conveyor organizations created after April 2026. While existing organizations still have access to legacy roles to aid in migration, we recommend all customers migrate off of legacy roles in order to take full advantage of our Enterprise Roles and Permissions.

Legacy Roles

Assignee Only

Global Permissions

• N/A

Permissions

Trust Center

• ❌ Cannot invite customers to Trust Center or approve access requests
• ❌ Can see names of documents in your Trust Center, but cannot see their contents
• ❌ Otherwise cannot edit or manage Trust Center content

Knowledge Base

• ✅ Can view all Knowledge Base content
• ✅ Can edit Knowledge Base content they create or to which they are assigned
• ❌ Cannot create new Knowledge Base content
• ❌ Otherwise, cannot edit Knowledge Base content

Questionnaire Eliminator

• ✅ Can create new questionnaires
• ✅ Can view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator)
• ❌ Otherwise, cannot view or edit questionnaires

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Trust Sharer

Global Permissions

• N/A

Permissions

Trust Center

• ✅ Can invite customers to your Trust Center and approve access requests
• ❌ Otherwise cannot edit or manage Trust Center content
• ✅ Can view Trust Center content

Knowledge Base

• ✅ Can view all Knowledge Base content
• ✅ Can edit Knowledge Base content to which they are assigned
• ❌ Cannot create new Knowledge Base content
• ❌ Otherwise cannot edit Knowledge Base content

Questionnaire Eliminator

• ✅ Can create new questionnaires
• ✅ Can view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator)
• ❌ Otherwise, cannot view or edit questionnaires

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Assignee Only

Global Permissions

• N/A

Permissions

Trust Center

• ❌ Cannot invite customers to Trust Center or approve access requests
• ❌ Can see names of documents in your Trust Center, but cannot see their contents
• ❌ Otherwise cannot edit or manage Trust Center content

Knowledge Base

• ✅ Can view all Knowledge Base content
• ✅ Can edit Knowledge Base content they create or to which they are assigned
• ❌ Cannot create new Knowledge Base content
• ❌ Otherwise, cannot edit Knowledge Base content

Questionnaire Eliminator

• ✅ Can create new questionnaires
• ✅ Can view and edit questionnaires they create or to which they are assigned (as the assignee or a collaborator)
• ❌ Otherwise, cannot view or edit questionnaires

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Configurable Read Only

Global Permissions

• N/A

Permissions

• ✅ Can view all content in Conveyor, including knowledge base content, document names, questionnaires, connections, and requests
• ✅ Can access publicly accessible documents
• ❌ By default, can't create or edit any content in Conveyor, including inviting customers or approving requests
• 🛠️ This role's read/write permissions can be configured to your organization.
• Contact [email protected] to set up custom role configuration.

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Conveyor Admin

Global Permissions

• ❌ Billing
• ✅ User management
• ❌ Set up SSO
• ✅ Set up integrations

Permissions

• ✅ Full read/write

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