Formion logo — organization structure markFormion Docs
Formion logo — organization structure markFormion Docs
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How to use this guideWhat is Formion?Getting started

Organization

Organization & membersPositions & living org chartPermissions

Day-to-day ops

Policies (regulations)Announcements by roleMeeting minutes

Metrics & status

Metric curvesCondition formulasOperations plans

Account

Billing & seats

Permissions

Decide who can manage policies, announcements, and more

The idea in one line

Membership role (admin / manager / member) is the broad key.
Position permissions fine-tune who can manage day-to-day ops content.

Why bosses should care

Without clear permissions:

  • everyone edits everything, or
  • only one person can publish anything, and that person becomes a bottleneck

Good permissions mean the right managers can publish policies and announcements for their area — without giving everyone full admin.

Typical things you control

Depending on your setup, position permissions may cover managing:

  • regulations / policies
  • announcements
  • meeting minutes
  • metric-related settings (where applicable)

Practical setup for a small company

  1. Admins: founders / COO only
  2. Managers: department heads who own numbers
  3. Members: everyone else
  4. On key positions (HR lead, Ops lead), grant the manage rights they need

Review quarterly

When someone changes jobs, update their position first — then confirm permissions still match reality.

Table of Contents

The idea in one line
Why bosses should care
Typical things you control
Practical setup for a small company