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👉 Access Roles define the level of access and permissions that a user has in the workspace.
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Table of Content
1. Find ‘Access Roles’
You can find the Access Roles page by following these steps:
- Click on the Workspace menu.
- Select Access Roles from the dropdown menu.
Fig 1 - Workspace > Access Roles
2. Understand ‘Access Roles’ Preset
2.1 Default Access Roles
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Default Access Roles cannot be edited or modified.
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There are six (6) Default Access Roles which are listed below:
| Role |
Description |
Suitable for |
| 1. Owner |
Has full access and control over all features without any restrictions. This includes: |
|
- Manage workspaces
- Transfer ownership
- Handle billing | Leadership |
| 2. Admin | Has access to all features. This doesn’t include:
- Delete workspaces
- Transfer ownership
- Manage billing | Managers |
| 3. Project Admin | Has access to project-related features. This includes:
- Manage projects (create, delete)
- Generate reports
- Manage teams
- Manage metrics (create, delete) | Creative Director, Production Manager |
| 4. Project Coordinator | Has access to features related to projects, teams, and metrics. This doesn’t include:
- Manage projects (create, delete) | Project Coordinator |
| 5. Supervisor | Has access to essential features for project management. This includes:
- Assign team members
- Oversee teams
- Use key management tools | Team Lead, Project Captain |
| 6. Member | Has access to essential features to manage daily work and capacity. This includes:
- Review process (annotate, comment, assign, resolve)
- Manage priorities by timelines, projects
- Create playlist of tasks | Team member |
On this page, you will find general information about each role:
- Name: The role’s name.
- Access to modules: The number of modules the role has access to (out of 24).
- People with role: The number of users assigned to the role.
- Description: A description of the role.
Fig 2 - Default Roles table