Nick Vigilante 6dd2e95692 docs: describe organization roles and correct the roles permission claims (#29303)
## Summary

The roles reference documented deployment-wide roles only.
Organization-scoped roles were named in passing on three other pages but
defined nowhere, and two statements on the page contradicted the RBAC
code.

Closes
[DOCS-891](https://linear.app/codercom/issue/DOCS-891/organization-scoped-roles-are-defined-only-in-code-not-in-the-docs)

## Problem

`coderd/rbac/roles.go` and `coderd/rbac/rolestore/rolestore.go` define
eight organization-scoped roles. `docs/` defined none of them. Searching
`docs/` for `organization-auditor`, `organization-user-admin`,
`organization-service-account`, and
`organization-workspace-creation-ban` returns nothing, and
`organization-admin` appears only inside an IdP sync JSON example.

That produced three concrete defects:

- **Dead-end cross-reference.** The AI Gateway group budget prerequisite
named the Organization Admin and Organization User Admin roles and
linked to a page that defines neither.
- **Incorrect Member claim.** The page said all users hold an implicit
Member role "that may use personal workspaces." The site `member` role
grants no workspace permissions, and `OrgMemberPermissions` grants none
either. Workspace access comes from `organization-workspace-access`,
which organizations attach through their default member roles.
- **Unqualified Owner row.** The table asserts Owner can execute and use
all workspaces. `CODER_DISABLE_OWNER_WORKSPACE_ACCESS` removes SSH and
application access from the role, and the flag was documented only in
the generated CLI and configuration references.

## Fix

Adds an Organization roles section to the roles page covering the six
assignable organization roles, where to assign them, and the implicit
membership role the dashboard doesn't display. It also records that
Organization Admin excludes SSH, application, and terminal access to
other members' workspaces, which is the least discoverable part of the
model.

Corrects the Member and Owner statements, retargets the group budget
prerequisite at the new section, notes that the Disabled workspace
sharing policy overrides the sharing permission of any role an
organization member holds, and fixes the built-in roles and custom roles
glossary entries.

The deployment roles table is deliberately untouched.
[ENG-873](https://linear.app/codercom/issue/ENG-873/autogenerate-roles-documentation)
replaces it with a generated table, so correcting the Auditor row or
adding an organization matrix by hand now would be churn. The new
section is prose a generator won't emit, so the two changes compose.

<details>
<summary>Verification and scope notes</summary>

**Claims verified against source, not assumed:**

| Claim | Source |
|---|---|
| Six assignable organization roles and their display names |
`builtInRoles` in `coderd/rbac/roles.go` |
| Organization Admin lacks `ssh` and `application_connect` | `orgAdmin`
role, `slice.Omit(ResourceWorkspace.AvailableActions(), ...)` |
| Member role grants no workspace permissions | `memberRole.User`
excludes `ResourceWorkspace` with no add-back |
| Workspace access comes from the default member roles |
`DefaultOrgMemberRoles()` and `orgWorkspaceAccessMemberPerms()` |
| `organization-member` and `organization-service-account` have no
display name, so the dashboard never shows them | `systemRoles` in
`rolestore.go`, `DisplayName: ""` |
| Disabled sharing overrides other roles | org-level negative
`workspace:share` permission in `OrgMemberPermissions` |
| Roles are assigned on the organization Members page | `Edit roles`
action in `OrganizationMembersTable.tsx` |
| Flag, environment variable, and YAML names | `codersdk/deployment.go`
|

**Scoped out deliberately:**

- The Disabled-sharing note says "any role held by a member of that
organization" rather than naming Owner. The negation rides on the
organization membership role, so it doesn't reach an Owner who isn't a
member of that organization.
- Pre-existing gerund headings on the touched pages (`Creating custom
roles`, `Getting Started`, `Sharing your Workspace`, `Using a shared
workspace`, `Accessing workspace apps in shared workspaces`) are left
alone to keep the diff scoped. Vale reports them as warnings on `main`
today.
- `## Custom Roles` is retitled to sentence case. The GitHub anchor slug
is unchanged, so inbound links still resolve.

**Checks run:** `make fmt/markdown`, `make lint/markdown`, `make
lint/emdash`, and `vale` on the four changed files. Vale reports zero
findings from the new text. Every link added or changed was resolved to
its file and heading anchor.

**Also worth knowing:** three en dashes in the workspace sharing policy
list are replaced with colons. `scripts/check_emdash.sh` only scans
changed files, so they survived on `main` and would have failed this
PR's CI once the surrounding lines were touched.

</details>

---

Opened by Coder Agents on behalf of @nickvigilante.
2026-09-22 14:17:00 -04:00
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