Workspace Roles

Understanding Workspace Roles

Workspace roles allow you to control what features a member has access to in a workspace. Assign members with a role to determine what they can do in a workspace. Workspace admins can assign workpace roles to members.

Permissions, on the other hand, determine the level of access to documents or data. Set permissions for a member in combination with their role to provide the overall degree of access needed in a workspace.

Types of Workspace Roles

Every member of a workspace has a role, each with its own level of access to features. Read below to see more of what each role can do.

  • Workspace Admins can update workspace settings, manage workspace members and groups, manage workspace content, and move files between workspaces.

  • Workspace Members can view other members in a workspace and access files and documents in a workspace.

  • Limited Starters have view-only access to assigned binders and reviews. Use this role to provide limited access in a workspace.

  • Starters can review, comment, and approve documents.They can also sign or approve certifications, and can also contribute documents via portal or data via data collection.

  • Standards can create and edit documents, create links, and view the history of documents. They can be a certification user, account administrator, and workspace admin.

  • Professionals can create and edit documents, create links, and view the history of documents. They can be a certification user, account administrator, and workspace admin. They can also manage supporting documents, data collections, controls management, and certifications.

To learn how to set or update a member’s workspace role, see Managing Members.