Intro to user roles

Not sure how to assign your team roles? 

For an IT leader, Workspace ownership is right. For someone building workflows and making significant changes? The admin role. A person who collaborates on multiple tasks and cross-functional teams should be a member. Someone who only needs access to Chat and their work can be a limited member. If you need an external collaborator for a short-term project, make them a guest! 

 

User role availability and limits vary by plan. Learn more

 

Guest user role types

Guests are people from outside your organization. People who use your organization's email domain cannot be added as guests. Instead, add them as a limited member or limited member view only.

There are different guest-type roles to fit the needs of people outside your organization who need limited access to your Workspace.

Member user role types

There are different member-type roles to fit the needs of people in your organization. 

Admin role

You can think of admins as members with extra permissions to manage the Workspace.

Owner role

The owner created your Workspace or had ownership transferred to them. Each Workspace can only have one owner.

Invite people to your Workspace

Invite people to join or collaborate in your Workspace. 

Custom roles

On Business Plus and Enterprise Plans, members, owners, and admins can be given custom role permissions. With this feature, owners and admins can create roles other than guest, member, and admin. For example, super admin, editor, or any role that suits your needs!

Intro to permissions

Get an overview of permissions from the Workspace level to the user level.

Convert user roles

Workspace owners and admins can view and convert assigned user roles.

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