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Roles and permissions in a workspace

Roles and permissions in a workspace

To ensure you have full flexibility in making sure your colleagues have the appropriate access in your workspaces, we have created some example workspace roles to start with. As an Account administrator, you can view and edit the roles from the Admin view.

INFORMATION 
The Workspace Manager and Read-Only roles are standard and cannot be edited or removed, but for all other roles, you can change the name, permissions, or completely remove them. You can also create new roles.

Create a new workspace role

  1. Go to  Admin > Roles  > + Create new role.
  2. Choose a Name > Confirm.
  3. Click on the action menu > Edit permissions.
  4. Select all permissions for the current role > Confirm.

What permissions are there?

Administration 
THESE TWO PERMISSIONS ONLY AVAILABLE FOR ENTERPRISE PLAN

  • Edit workspace details and branding, set data retention policies, and delete empty workspaces.
  • Grant and remove access to users and groups to workspaces

Dashboard

  • Access own dashboard
  • Access colleagues’ dashboard

Documents

  • Create documents from blank
  • Create documents from templates
  • Move documents within a workspace or between different workspaces
  • Create and delete folders
  • Create and delete document links
  • Access own documents
  • Delete own documents
  • Rename own documents
  • Set value for own documents
  • Set value for colleagues’ documents
  • Add, delete, and rearrange document sections
  • Lock and unlock document sections for editing
  • Access colleagues’ documents
  • Delete colleagues’ documents
  • Rename colleagues’ documents
  • Add organizers to colleagues’ documents
  • Export documents
  • Download documents as PDF

Templates

  • Administrate message and document templates

Tags

  • Use tags in the workspace

Address book

  • Use address book in the workspace





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