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ℹ️ 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, Artist |
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
2.2 Custom Access Roles
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Custom Access Roles are available for the Enterprise plan.
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Preset roles might not always meet the requirements of your company or team. You can customise your own access roles to have full control over what is needed and what isn't.
2.2.1 Create a Custom Access Role