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
- Open the roles surface in settings.
- Pick a member and assign a role.
- 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.
Related guides
Was this helpful?