Roles & permissions

Role-based access across the workspace.

What roles control

Roles decide what each member of the workspace can see and do, from read-only views to full administration.

Available roles

The workspace ships with a small set of roles covering ownership, administration, and operations. Permissions attach to surfaces and actions, so a role can read reports without approving changes, for example.

Change a role

  1. Open the roles surface in settings.
  2. Pick a member and assign a role.
  3. Saved changes apply on the member's next action.

Note. The owner role is never removed. Keep at least one owner contact current in case of handover.

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