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. You can assign more than one role to tailor the acess needed.

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.

General

  • 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.

Feature Specific

  • Certifier Admins can manage all things in Certification no matter who created it

  • Certifier Creators can create templates, processes, & letters but can only manage ones they created

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

NOTE: There are roles at the organizational level: Organzation User Admins and Organization Security Admins. They manage all workspaces and people in your organization. Visit Organization Roles for more details.