As an Admin, you can assign Users in your account-specific access rights to each Workspace.
Roles in Workspaces
Available only on Enterprise plan!
Please note that this feature is only available on the “Enterprise” Plan. You might not see some menus mentioned below if you are not on the “Enterprise” Plan.
- If you have Workspaces available in your Account, then you can assign Users one Role per Workspace.
- Clicking the “Add” button located in the “Workspace Permissions” section will display a pop-up that allows you to assign the User a Role in a specific Workspace.
- This way, a user may have full access to a Workspace while having limited Read-Only access to another Workspace. Therefore, you can create flexible structures that allow you to delegate access based on your exact needs.
Note that you cannot assign a User more than 1 Role per Workspace. If you need to do so, you might need to create a Custom Role (see next section).
Custom User Roles
Roles in Workspaces
Available only on Enterprise plan!Please note that this feature is only available on the “Enterprise” Plan. You might not see some menus mentioned below if you are not on the “Enterprise” Plan. Keep in mind that the “Enterprise” Plan is available for free if you only manage 1 screen so that you can evaluate these features quickly.
If you have Workspaces available in your Account, then you can assign Users one Role per Workspace.
Clicking the “Add” button located in the “Workspace Permissions” section will display a pop-up that allows you to assign the User a Role in a specific Workspace.
This way, a user may have full access to a Workspace while having limited Read-Only access to another Workspace. Therefore, you can create flexible structures that allow you to delegate access based on your exact needs.
Note that you cannot assign a User more than 1 Role per Workspace. If you need to do so, you might need to create a Custom Role (see next section).
If you need to provide a User with customized Permissions, you need to create a Custom Role.
- To access the Role Management screen, go to the “Users” section, accessible from the top-right menu of the Portal.
- Click on “+ Add User”
- In the “Workspace Permissions” section, click the “Add” button.
- In the pop-up window that appears, click on the “Manage Roles” link.
- You can see all the Standard Roles and the Custom Roles that you have created on this screen.
- To see detailed Permissions for each of the Standard Roles, click on the magnifying glass button.
- You can add a Custom Role and define the detailed Permissions that this Role will provide.
Custom Fonts