> For the complete documentation index, see [llms.txt](https://docs.besmarthead.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.besmarthead.com/start-here/your-role.md).

# Find your path by role

Administrator, reporter, auditor or viewer – pick your role and read only the pages that apply to you.

Everyone in a SmartHead company profile has exactly one of four roles. Your role decides what you see after sign-in and which pages of this guide matter to you – pick yours below and skip the rest.

{% hint style="info" %}
A role belongs to one company profile. The same person can be an administrator in one company and a viewer in another; the profile switcher in the header moves you between them. See [Find your way around SmartHead](/start-here/navigate-smarthead.md).
{% endhint %}

## Pick your role

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Administrator</strong></td><td>You own the report: set up the company, invite people, choose frameworks, assign requests, export the report.</td><td><a href="/start-here/your-role/administrator.md">Administrator</a></td></tr><tr><td><strong>Reporter</strong></td><td>You were asked for numbers: open your requests, fill them in, complete or delegate.</td><td><a href="/start-here/your-role/reporter.md">Reporter</a></td></tr><tr><td><strong>Auditor</strong></td><td>You check and approve: read what was shared with you, comment, approve or reject.</td><td><a href="/start-here/your-role/auditor.md">Auditor</a></td></tr><tr><td><strong>Viewer</strong></td><td>You oversee: dashboard, every disclosure and the reports, all read-only.</td><td><a href="/start-here/your-role/viewer.md">Viewer</a></td></tr></tbody></table>

## Who can do what

The five lines people ask about most. The full matrix is on [Roles and permissions](/your-account-company/user-management/roles-explained.md).

| Can I…                                           | Administrator                 | Reporter                      | Auditor                       | Viewer         |
| ------------------------------------------------ | ----------------------------- | ----------------------------- | ----------------------------- | -------------- |
| open the dashboard and the whole disclosure list | yes                           | no – you land on **Requests** | no – you land on **Requests** | yes, read-only |
| edit a data point                                | all                           | only with a request on it     | no                            | no             |
| assign requests and give viewing access          | yes                           | no                            | no                            | no             |
| approve or reject a value                        | yes, as requester or approver | as approver, when assigned    | as approver, when assigned    | no             |
| export Excel, PDF and Word                       | yes                           | Excel of own data points      | Excel of shared data points   | yes            |

## Where you land after sign-in

| Role                  | First page                    | Why                                                      |
| --------------------- | ----------------------------- | -------------------------------------------------------- |
| Administrator, viewer | the dashboard of your company | overview of every framework and its progress             |
| Reporter, auditor     | the **Requests** page         | everything that waits for you, across all your companies |

{% hint style="info" %}
Not sure which role you have? Open any data point. A **+** or **Assign request** means you are an administrator. **Complete** and **Delegate** on your own data points means you are a reporter. **Approve** and **Reject** means you are an approver (reporter or auditor). Read-only everywhere with the dashboard visible means you are a viewer.
{% endhint %}

## Related

{% content-ref url="/pages/u6Pa4YI1dEL5IdahrOl7" %}
[Roles and permissions](/your-account-company/user-management/roles-explained.md)
{% endcontent-ref %}

{% content-ref url="/pages/SPSlnbYEut9FJW4l1EZt" %}
[Invite and manage users](/your-account-company/user-management/invite-users.md)
{% endcontent-ref %}

{% content-ref url="/pages/PInNa7mENYYGEu1sCoJa" %}
[How data requests work](/team-collaboration/collaboration.md)
{% endcontent-ref %}